Client Accounting Services, Senior Manager (CAS) at Bauknight Pietras & Stormer
Job Description
Job Description
About BPS
At BPS, we believe that strong relationships are the foundation of exceptional client service. For more than 30 years, we've partnered with businesses and individuals to help them navigate complex financial landscapes with confidence. As one of the Southeast's leading accounting and consulting firms, were committed to delivering smart, personalized solutions while fostering a collaborative, growth-minded environment for our team.
Position Summary:
The CAS (Client Accounting Services) Leader / Manager at BPS will be responsible for building, leading, and growing our Client Accounting Services practice. This role is ideal for a strategic, service-oriented professional who excels at delivering high-quality outsourced accounting solutions and developing strong client relationships. Youll work with a diverse client base ranging from entrepreneurial businesses to established organizations, helping them achieve their goals through timely, insightful financial information and guidance. This leader will be based on site at the Columbia, South Carolina location.
Key Responsibilities:
- Lead and manage the CAS practice, including service delivery, client engagement, team development, and operational excellence
- Serve as primary advisor for CAS clients, ensuring their accounting needs are met with accuracy, efficiency, and proactive insights
- Provide clients with financial insights, including dashboards, cash flow analysis, and business performance reporting
- Oversee monthly, quarterly, and annual accounting processes including financial statement preparation, reconciliations, payroll processing, sales tax filings, budgeting, and other compliance requirements
- Design and implement workflows and best practices for the CAS team, including effective use of technology to deliver scalable, high-quality service
- Collaborate with firm leadership to set goals for the practice, including revenue targets, client onboarding, and process improvements
- Train, coach, and mentor staff, promoting a culture of learning, accountability, and client-first service
- Identify opportunities to expand relationships with existing clients and develop new client relationships through networking and business development
- Partner with other service lines (tax, audit, consulting) to deliver integrated solutions
Qualifications:
- Bachelors degree in Accounting, Finance, or related field required; CPA is required for this position
- 8-10 years of progressive accounting experience, including managing outsourced accounting engagements
- Prior experience leading teams or supervising staff in a client-service environment
- Deep knowledge of GAAP, general ledger accounting, financial reporting, and applicable compliance requirements
- Strong technology orientation and familiarity with modern accounting platforms (e.g., QuickBooks Online, Bill.com, Sage Intacct, Xero, etc.)
- Excellent communication and relationship-building skills; able to translate complex financial concepts into client-friendly language
- Proactive, solutions-focused mindset with process improvement and innovation experience
- Strong organizational skills with the ability to manage multiple clients and deadlines
Why Join BPS?
- Competitive Compensation & Benefits: Enjoy a competitive compensation package, including performance-based incentives and comprehensive benefits.
- Supportive & Collaborative Culture: Thrive in a supportive environment with ample resources and leadership backing to ensure your success.
- Professional Growth & Impact: Seize opportunities for professional growth and make a significant impact on the firm's strategic direction.
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