Client Accounting Services Manager – Construction and Real Estate

Role Overview

• Manage a portfolio of construction and real estate development clients, including onboarding, workflow design, monthly close oversight, and delivery of financial packages.
• Train, supervise, and mentor CAS Associates and Seniors, delegating project‑based accounting work and ensuring technical accuracy and ongoing skill development.
• Engage clients in strategic discussions on job costing structures, project workflows, billing processes, internal controls, and reporting best practices.
• Lead client meetings and present financial statements, WIP schedules, Schedule of Values (SOV) billings, project performance reports, and development cost tracking.
• Review and approve general ledger activity, including job cost allocations, cost‑to‑complete updates, budget revisions, retention entries, and capitalization of development costs.
• Support clients in selecting and implementing construction accounting and project management systems (Procore, Sage, Acumatica, Spectrum, IES, etc.).
• Identify construction‑ and development‑specific KPIs—backlog, job profitability, percent‑complete revenue, committed costs, overhead absorption, project cash flow—and translate them into actionable insights.
• Draft financial reports and project‑specific accounting packages, including WIP analyses and job cost summaries.
• Assist clients with internal cash flow and profitability models for construction projects, development pipelines, and capital planning.
• Collaborate with our tax team to identify and elevate tax planning considerations (e.g., 263A, 460, 1031 exchanges, entity structures).
• Contribute to business development—prepare proposals, support scoping conversations, and participate in meetings with prospective clients.
• Attend construction and real estate industry events to maintain technical expertise and expand professional relationships.
• Co‑lead weekly management and team meetings and help foster a positive, collaborative CAS culture.

Requirements

• Bachelor’s degree in Accounting or Finance (required)
• 5+ years of construction or real estate accounting experience, including Job costing and cost code management; SOV preparation and progress billing; WIP schedule preparation and percent‑complete calculations; Retainage, subcontractor compliance, and lien waiver tracking; Development project accounting and cost capitalization
• Experience supervising accounting staff and managing project‑based workflows in a professional services environment (strongly preferred)
• Experience with construction ERPs or project management tools (Procore, Sage, Acumatica, Spectrum, IES, etc.) preferred
• QuickBooks Online ProAdvisor Certification (or willingness to obtain within 6 months)
• CPA license a plus
• Strong knowledge of GAAP, revenue recognition for construction, and development‑specific accounting principles
• Excellent communication skills with the ability to translate financial information into meaningful insights
• A collaborative, solutions‑oriented mindset

Benefits

• 401(k) profit sharing plan with immediate vesting
• 14.5 paid holidays
• 5 weeks of PTO
• Paid Family and Medical Leave
• Incentive plan for sales leads
• In-office perks include paid parking, public transit access, a bike garage, gym, outdoor space, and plenty of snacks