The CAAS Manager provides leadership and technical oversight for client accounting, advisory, transactional accounting, financial reporting, audit preparation, and specialized Tribal/Native American client services.

The Manager is responsible for managing significant client relationships, overseeing engagement quality and profitability, developing staff, identifying advisory opportunities, and ensuring clients maintain accurate, timely, and audit-ready financial records.

The Manager serves as a subject-matter leader for Tribal and Native American organizations and works closely with clients, auditors, Firm leadership, and internal service teams to address complex accounting, reporting, internal control, and audit-readiness matters.

Essential Duties and Responsibilities

Client Accounting & Advisory Leadership

· Manage a portfolio of complex client accounting and advisory engagements.

· Provide technical oversight of transactional accounting, general ledger, month-end close, financial reporting, and accounting system processes.

· Review and approve significant journal entries, reconciliations, financial statements, and other client deliverables.

· Evaluate client accounting processes and recommend improvements that increase accuracy, efficiency, and internal control.

· Develop standardized accounting and reporting procedures for recurring engagements.

· Assist clients with accounting system implementations, conversions, process redesign, and other strategic accounting initiatives.

· Serve as a trusted accounting advisor to clients and Firm leadership.

Audit Readiness & Coordination

· Oversee year-round audit-readiness strategies for assigned clients.

· Develop audit preparation plans, timelines, PBC schedules, and responsibility matrices.

· Review financial statements, supporting schedules, reconciliations, and audit documentation before submission to external auditors.

Job Title: Manager for CAASS

Effective Date: 09/03/2026 Revised Dates:

· Coordinate with audit and assurance personnel regarding audit requirements, issues, findings, and deadlines.

· Anticipate potential audit issues and work with clients to resolve deficiencies before the audit.

· Review audit findings and assist clients in developing corrective action plans.

· Establish processes designed to reduce audit adjustments and improve the quality of client financial information.

· Monitor recurring audit issues and develop preventive procedures.

Native American / Tribal Services Leadership

· Serve as a senior advisor to Tribal governments, Tribal enterprises, Tribal organizations, and related entities.

· Develop and maintain specialized knowledge of accounting, financial reporting, audit, grant, compliance, and internal control considerations relevant to Tribal clients.

· Lead audit-readiness engagements and financial process improvement initiatives for Tribal organizations.

· Assist clients in strengthening financial policies, procedures, documentation, internal controls, and reporting processes.

· Evaluate client financial operations and identify areas of risk or opportunity.

· Coordinate with external auditors and other professional advisors serving Tribal clients.

· Assist Tribal clients in preparing for financial, governmental, grant, compliance, and other required audits.

· Develop firmwide tools, templates, checklists, and best practices for Tribal audit readiness.

· Maintain strong professional relationships while respecting Tribal governance, culture, confidentiality, and organizational protocols.

Engagement & Team Management

· Manage engagement budgets, timelines, staffing, and deliverables.

· Review engagement performance and monitor realization and profitability.

· Allocate staff resources based on complexity, deadlines, and employee development needs.

· Supervise Supervisors, Accountants, and other CAAS personnel.

· Provide performance feedback, coaching, mentoring, and career-development guidance.

· Participate in recruiting, interviewing, onboarding, and development of CAAS professionals.

· Establish quality standards and hold team members accountable for timely and accurate work.

Business Development & Client Growth

· Develop and maintain strong relationships with existing clients.

· Identify opportunities to expand accounting and advisory services based on client needs.

· Participate in proposals, presentations, networking, and business-development activities.

· Develop relationships within the Tribal, governmental, nonprofit, and business communities.

· Collaborate with Tax, Audit & Assurance, and other Firm service lines to provide coordinated client solutions.

Quality, Risk & Firm Leadership

· Ensure engagements comply with Firm policies, professional standards, and applicable regulatory requirements.

· Monitor engagement risk and escalate significant issues to Firm leadership.

· Maintain appropriate documentation and quality-control procedures.

· Participate in the development and implementation of CAAS policies, procedures, templates, and technology solutions.

· Contribute to Firmwide strategic initiatives and continuous improvement efforts.

Qualifications

Required:

· Bachelor's degree in Accounting, Finance, Business, or related field.

· 6–8+ years of progressive accounting experience, preferably including public accounting and/or client advisory services.

· Demonstrated experience managing multiple client engagements.

· Strong technical accounting and financial reporting knowledge.

· Strong understanding of audit preparation and financial statement audit processes.

· Demonstrated supervisory and leadership experience.

· Excellent communication, project management, and client relationship skills.

Preferred:

· CPA license or CPA eligibility.

· Experience with Tribal governments, Tribal enterprises, Native American organizations, governmental entities, or nonprofit organizations.

· Experience with governmental or grant compliance audits.

· Experience developing internal controls and financial policies and procedures.

· Experience managing accounting system implementations or process-improvement projects.

Core Competencies

· Strategic Client Advisory

· Technical Accounting

· Audit Readiness

· Tribal/Native American Services

· Leadership

· Engagement Management

· Staff Development

· Business Development

· Risk Management

· Internal Controls

· Financial Reporting

· Project Management

· Client Relationship Management

· Professional Judgment

· Communication

Physical/Mental/Visual Demands and Work Environment:

· This job is conducted in an office work environment, sitting most of the time, working on a computer.

· Must be able to exert up to 20 lbs. of force occasionally.

· Travel is required.

Work Schedule:

· Typically, Monday through Friday, 8am-5pm.

· Additional hours are required during peak season.

· 10-15% travel is expected for this position.

The statements on this document are not intended to be an all-inclusive list of duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. The Firm hereby expressly reserves the right to modify any or all job descriptions as it becomes necessary or appropriate.