Goodwin Recruiting

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Senior Manager of CAS Professional Services

San Diego, CAFinance$135,000 - $145,000
Job Summary

Our client, a forward-thinking organization dedicated to helping Client Advisory Services (CAS) practices in the accounting industry achieve their full potential, is adding to their collaborative team!


Responsibilities:

  • Provide coaching to appropriate individuals and teams to guide them through the CAS2.0 transformation process.
  • Deliver tailored business transformation strategies aligned with CAS2.0 change management and proprietary coaching program.
  • Collaborate with firm leadership to understand organizational goals and challenges when facilitating practice re-envisioning and establishing CAS vision and mission.
  • Responsible for driving accountability & action for best practices of building CAS, including firms using Sage Intacct in their technology stack.
  • Other duties as assigned

Qualifications:

  • Bachelor’s degree in Accounting, Business, Organizational Development, or a related field.
  • CPA designation, preferred.  
  • 10+ total years’ experience, including at least 4+ years’ experience working in a Client Advisory Services (CAS) practice in a firm (manager, senior manager, director or partner level), strongly preferred. 
  • Business transformation, change management or organization development experience is a plus.
  • Working knowledge of the Sage Intacct platform and understanding of the Sage Intacct Accountants Program, preferred.  
  • Strong analytical and strategic thinking skills with the ability to envision and articulate a successful transformation roadmap.
  • Ability to travel for work assignments (30+%).

Benefits:

  • Competitive salary plus bonus
  • Excellent Benefits
  • Collaborative and supportive team
  • Growth opportunities


At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.   JOB ID: 146497 #post

Abby Pence

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