Client Accounting & Advisory Services Manager

Firm Overview:

Founded in 1931, Kassouf is a CPA, advisory, and financial planning firm headquartered in Birmingham, Alabama. With locations in Birmingham, Auburn, Orange Beach, Huntsville, and Baton Rouge, Kassouf currently has more than 100 team members.

We understand that any goal is achieved based on the effectiveness of the team. That’s why team development, leadership, and personal effectiveness are cornerstones of our vision. By promoting a culture that fosters self-improvement, upward mobility, and continued education, we commit to striving for excellence every day. Our highly trained team is prepared to help clients with any obstacles they may face.

We’re honored to receive recognition as one of the top firms in the nation, a Best of the Best CPA firm, and one of the best firms for women. Though these honors are prestigious, they are side effects of our chief goal: client success. When our clients win, we win. This has been our driving force for 90 years, and it will continue to be for the next 90.

Position Summary:

Kassouf is currently seeking a Client Advisory and Accounting Services (CAAS) Manager to lead a growing team focused on providing outsourced accounting and financial advisory services to small and mid-sized businesses. This role is ideal for a strategic thinker with a passion for helping clients manage their operations, understand their numbers, and achieve their goals. The CAAS Manager will serve as a trusted advisor, managing client relationships, overseeing financial reporting, and identifying process improvements and planning opportunities.

• Bachelor’s degree in Accounting, Finance, or a related field.
• Active CPA license strongly preferred.
• 6+ years of progressive experience in public accounting or outsourced accounting services.
• Proficiency in QuickBooks, Microsoft Excel, and accounting platforms (e.g., Bill.com, Gusto, Xero)
• Solid understanding of GAAP and financial statement preparation.
• Ability to manage multiple client engagements and priorities simultaneously.
• Experience supervising, mentoring, and developing staff.
• Strong communication and interpersonal skills for client-facing interactions.
• Ability to identify and recommend process improvements and advisory opportunities.

Responsibilities:

• Manage a portfolio of CAAS clients, acting as their primary contact and trusted advisor.
• Oversee and review accounting functions such as month-end close, account reconciliations, financial statement preparation, and budgeting.
• Lead client onboarding and implementation of outsourced accounting processes and systems.
• Provide financial insights and strategic recommendations to help clients grow and improve profitability.
• Review and interpret financial results with clients on a regular basis.
• Ensure timely and accurate delivery of services in compliance with client expectations and firm standards.
• Supervise and mentor staff accountants and senior associates, promoting technical development and client service skills.
• Coordinate with tax and audit teams to support integrated client service delivery.
• Stay current on accounting standards, technology trends, and advisory best practices.

About Kassouf & Co.

Founded in 1931, we are one of Birmingham’s most established and respected firms. Kassouf’s Client Advisory and Accounting Services team is focused on delivering high-impact accounting and business guidance to companies across a variety of industries. As a CAAS Manager , you’ll play a key role in helping clients build sustainable operations and better understand their financial performance, all while advancing your leadership and advisory career in a supportive and forward-thinking environment.

Founded in 1931, we are one of Birmingham's most established and respected firms. We use our strong history to propel our team toward a bright future. Our advisory mindset and firm vision are at the core of everything we do. We are more than accountants; we are trusted advisors for the array of industries we serve.