About The Role

We are adding a Client Advisory Services (CAS) Manager to our growing Construction & Real Estate advisory niche. This role will work closely with privately held construction companies, real estate owners, developers, property managers, and other businesses to improve accounting processes, reporting, and decision-making.

The ideal candidate has meaningful experience in construction and real estate accounting from either public accounting or private industry. This person should be driven, analytical, client-service oriented, and comfortable solving messy accounting and reporting challenges in practical ways. The role offers significant opportunity to grow over time in a team environment that is investing in industry specialization and CAS advisory growth.

Key Responsibilities

Serve as a primary day-to-day advisor for construction and real estate clients, helping management teams improve accounting processes, reporting, and decision-making.
Review and oversee monthly financial reporting packages.
Advise clients on construction accounting matters, including WIP schedules, percentage-of-completion concepts, job cost reporting, over/under billings, and project profitability.
Advise real estate clients on property accounting matters.
Help clients develop reporting tools that provide clearer insight into project performance, property performance, working capital, cash flow, and profitability.
Translate technical accounting issues into clear, practical recommendations for owners and other non-accounting stakeholders.

Engagement Leadership and Client Management

Manage multiple clients and projects simultaneously.
Lead client onboarding, initial assessments, month-end close design, workflow development, and implementation of repeatable reporting processes.
Own engagement timelines, budgets, deliverables, review processes, and client communication.
Identify accounting process gaps and recommend improvements to increase accuracy, timeliness, and scalability.
Coordinate with tax, assurance, transaction advisory, and other teams to deliver integrated service to clients.
Proactively identify opportunities to expand existing client relationships through advisory, reporting, process improvement, and technology-related services.

Systems, Process Improvement, and Technology

Evaluate clients’ current accounting systems, workflows, reporting tools, and reconciliation processes.
Support implementation or improvement of accounting software and related applications.
Build scalable accounting workflows, reconciliations, reporting packages, and supporting documentation.
Leverage technology and automation to improve client reporting and reduce manual work.
Assist clients with multi-entity reporting, intercompany activity, and management reporting structures.

Team Leadership and Practice Development

Manage and develop staff and senior accountants supporting client engagements.
Review workpapers, reconciliations, financial statements, reporting packages, and client deliverables for accuracy and quality.
Create and improve templates, checklists, reporting packages, training materials, and best-practice documentation.
Help build a repeatable service model for the firm’s Construction & Real Estate CAS niche.
Participate in internal training and knowledge-sharing.
Support business development activities, including client expansion opportunities, proposal preparation, networking, and industry visibility.