The Team Manager, CAAS will play a critical, hands-on role in leading and managing the CAAS team, ensuring seamless service delivery, operational efficiency, and financial awareness and performance within their department.
This role plays a pivotal part in overseeing strategy, revenue tracking, budget management, and cross-functional collaboration while ensuring satisfaction and team productivity.
The Team Manager will drive profitability, utilization, upskilling, allocation of work, maintain training and development, and ensure strong alignment between business goals and service execution.
Additionally, this leader will serve as the first point of contact for staff concerns, escalations, and improvements, working proactively to enhance experience, engagement, and growth.
A portion of your role will involve billable client work, including direct client interactions, where you will leverage your accounting and advisory expertise to deliver services that drive client success and directly contribute to the firm’s revenue growth.
This position will report to the Division Manager, CAAS.
This position is fully remote and can be based anywhere in the U.S.

15+ experience with 5 years minimum leadership experience in Client Accounting and Advisory Services, or related professional services.
Bachelor’s degree in Business Administration-Accounting or Finance, or related field or in lieu of degree 17+ years of relevant experience.
Strong expertise in CAAS systems and compliance processes.
5+ years of Intacct experience
10+ years of QuickBooks Online QBO.
5+ years working in a multi-client, multi-time zone environment.
Experience in managing teams, developing training programs, and optimizing workforce productivity.
Excellent communication and interpersonal skills, with the ability to collaborate cross-functionally.

Team Manager – Client Accounting & Advisory Services

Key skills