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CAAS (Client Accounting & Advisory Services) Senior Manager

🕒 18 days ago
AccountingFinancial ReportingClient Relationship ManagementExecutive Communication

📜 Description

  • Lead delivery oversight for a portfolio of CAS engagements, ensuring timelines and quality standards are met.
  • Review and approve complex workpapers, reconciliations, and reporting packages, ensuring audit readiness.
  • Serve as escalation point for technical accounting issues, coordinating solutions with clients and stakeholders.
  • Provide leadership to Managers and Supervisors, including coaching and performance feedback.
  • Oversee team capacity planning and staffing, balancing client needs and development opportunities.
  • Drive continuous improvement initiatives and ensure adoption across teams.

🛠️ Requirements

  • 8+ years of accounting experience, including close and financial reporting; prior people leadership required.
  • Demonstrate experience leading managers and overseeing complex accounting deliverables.
  • Strong client relationship management, executive communication, and expectation-setting skills.
  • Ability to analyze complex information, make decisions, and manage competing priorities across multiple engagements.
  • Strong operational discipline in process design, standardization, change management, and automation adoption.

Benefits

  • The total rewards package at Current includes base salary and benefits.
  • Dental
  • Vision Insurance (with options for fully paid employee only coverage for health and dental)
  • Company-Paid Life and Long-Term & Short-Term Disability Insurance
  • Ancillary Benefits such as supplemental life insurance
  • Accident insurance
  • Classic Safe Harbor 401(k) Plan with employer contributions
  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Full job description

About the Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.


Our partner firm, RRBB based in Somerset, NJ is hiring!

We are seeking a CAAS Senior Manager to join its growing Somerset, NJ office. The CAAS Senior Manager provides senior engagement leadership for a portfolio of outsourced accounting clients. This role ensures consistent delivery quality, manages complex accounting and operational issues, oversees engagement staffing and performance, and partners with clients on process improvements and strategic reporting needs. The Sr Manager coaches Managers/Supervisors, drives standardization and automation across workflows, and supports growth through retention, expansion, and cross-functional collaboration.

Key Responsibilities

  • Lead delivery oversight for a portfolio of CAS engagements; ensure close timelines, quality standards, and service expectations are met across teams

  • Review and approve complex workpapers, reconciliations, journal entries, and reporting packages; ensure conclusions are supported and documentation is audit-ready

  • Serve as escalation point for technical accounting and operational issues; coordinate with clients and internal stakeholders to implement solutions

  • Provide people leadership to Managers and Supervisors, including coaching, performance feedback, goal setting, and talent development planning

  • Oversee team capacity planning and staffing across engagements; balance utilization, client needs, and development opportunities

  • Own client relationship management for assigned accounts, including proactive communications, issue resolution, and expectation-setting

  • Monitor engagement economics, scope changes, and risk; partner with leadership to address profitability, resourcing, and delivery risks

  • Drive continuous improvement initiatives (standardization, templates, automation) and ensure adoption across teams


Requirements

  • 8+ years of accounting experience, including close and financial reporting; prior people leadership required

  • Demonstrate experience leading managers and overseeing complex accounting deliverables

  • Strong client relationship management, executive communication, and expectation-setting skills

  • Ability to analyze complex information, make decisions, and manage competing priorities across multiple engagements

  • Strong operational discipline (process design, standardization, change management, and automation adoption)

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

  • Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

  • Company-Paid Life and Long-Term & Short-Term Disability Insurance

  • Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance

  • Classic Safe Harbor 401(k) Plan with employer contributions

  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

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