Client Accounting Advisory Services (CAAS) Manager

About JRBT

JRBT has earned a reputation for being one of the best accounting firms in Texas. But we’ve also come to be known as one of the best places to work. Founded in Waco in 1913, JRBT is a mid-sized accounting firm located in a dynamic, growing community. JRBT is consistently recognized for its service to clients and the local community, voted as “Waco’s best accounting firm” year after year. We’ve also attracted national attention, having been named to Inside Public Accounting’s Top 300 Firms list. Among the many reasons for our continued success is our team of bright, dedicated professionals. But the real foundation for our success is our culture—one that has been carefully maintained for more than 100 years. We’ve worked hard to create an environment that places value on family, hard work, community service, mutual respect and the common goal of exceeding clients’ expectations.

About the CAAS Manager position

The CAAS Manager position will assist in leading our client accounting and advisory service department in providing high quality customer and accounting services to our small business clients. The ideal candidate will be responsible for overseeing workpaper and financial statement reviews, responding to client and staff inquiries, and providing high-level accounting and consulting services. In addition to having a focused, analytical mind, one of the most important qualities of the CAAS manager is being a team player. They work closely with and in support of CAAS team members and managers, requiring excellent interpersonal skills. This position will be filled by someone who is energetic, undaunted by challenges and who is willing to work to earn their coworkers’ respect. Above all, the CAAS manager is expected to reflect JRBT’s values of trust, integrity and excellence.

Essential Duties and Responsibilities:

• Assist management with the operations of client accounting and advisory services.
• Review workpapers and financial statements to ensure accuracy and compliance.
• Train and mentor accounting staff, fostering a culture of continuous learning and improvement.
• Provide high-level accounting and consulting services to clients.
• Ensure adherence to accounting standards and regulations.
• Utilize QuickBooks Online (QBO) for various accounting tasks.

Required Skills and Abilities:

• Proven experience in accounting management, preferably in a client service environment.
• Strong knowledge of accounting principles and financial reporting.
• Excellent leadership and team management skills.
• Proficiency in QuickBooks Online (QBO) is a plus.
• Exceptional attention to detail and organizational skills.
• Strong communication and interpersonal skills.

Education and Experience:

• Certified Public Accountant (CPA) designation is required.
• Leadership experience

Benefits

JRBT offers competitive pay and a full benefits package. Total benefits package includes medical, dental, vision, life, and disability insurance and a 401(k) plan.

Job Details:

This position is onsite, Exempt.
Salary Range: $80,000 to $95,000 (depending on experience)

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