Head of Client Account Services

Pay: $185,000.00 - $200,000.00 per year

Why This Is a Great Opportunity

• Join as a founding accounting leader and help shape how a modern client accounting practice operates from the ground up.
• Own client accounting delivery end to end, with the autonomy to make meaningful decisions and improve how work gets done.
• Serve as the trusted accounting leader for mission-driven entrepreneurs and growing businesses.
• Build and develop a high-performing accounting team as the practice expands.
• Work in a modern, tech-forward environment that embraces automation, systems integration, and AI.
• Enjoy a fully remote U.S. position, healthy work-life balance, and profit-sharing opportunity.
• Make a visible impact without the financial risk and administrative burden of starting your own firm.

Location:

Fully remote within the United States. Work from wherever you do your best work while leading client relationships and accounting delivery across a growing national practice.

Note:

Candidates must have 8+ years of public accounting experience, including at least 5+ years as a CAS Manager, Senior CAS Manager, Client Controller, or similar client accounting leadership role with responsibility for client relationships, portfolio management, technical review, and final sign-off of accounting work.

About Us

We are building a modern, high-performing accounting practice designed to give talented accounting professionals the opportunity to do exceptional work while providing outstanding service to entrepreneurs and growing businesses. Our culture values hustle, humility, heart, continuous improvement, and a genuine commitment to making work enjoyable.

Confidential Employer.

Job Description

• Own bookkeeping and client accounting delivery from onboarding through ongoing monthly service.
• Serve as the final reviewer and sign-off authority for client accounting work.
• Manage and advise a portfolio of clients while building trusted, long-term relationships.
• Keep deliverables, deadlines, and client expectations on track across the full caseload.
• Guide clients with thoughtful accounting insight and highly responsive service.
• Supervise existing bookkeeping support and help hire and develop additional accounting professionals as the firm grows.
• Build scalable processes, workflows, quality controls, and operating systems.
• Identify opportunities to improve efficiency through technology, automation, integrations, and AI.
• Help shape the service model, client experience, and future direction of the accounting practice.

Qualifications

• 8+ years of public accounting experience.
• 5+ years as a CAS Manager, Senior Manager, Client Controller, or comparable public accounting CAS leader.
• Direct experience managing client relationships and a portfolio of accounting engagements.
• Strong technical accounting expertise with experience reviewing and providing final sign-off on client work.
• Strong production and deadline management across multiple client engagements.
• Excellent communication skills, executive presence, and client-facing confidence.
• Genuine interest in building a modern, technology-forward accounting firm.
• Experience leading and developing accountants is preferred.
• Experience with automation, systems integration, ERP/accounting platforms, or AI tools is preferred.
• Experience building a new service line, practice, or internal function is a plus.

Why You Will Love Working Here

You will have significant ownership without having to build a firm alone. This role offers the opportunity to influence systems, people, technology, client experience, and the overall direction of a growing accounting practice.

Our team believes excellent work and a healthy work-life balance can coexist. We take client service seriously while maintaining a collaborative, humble, positive environment where people are encouraged to learn, improve, and enjoy the work they do.

JPC- 2244

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Requirements: 8+ yrs of public accounting exp. 5+ yrs CAS Manager/Sr. Manager or Client Controller.

• Required Years as Associate: 8
• Salary Bands (Only if attorney role):

• Submission Email: Wes-[email protected]
• Quick Recruiter Reference: Founding accounting leader owning CAS delivery, client relationships, final review/sign-off, portfolio management, team growth, and systems improvement. Requires 8+ years in public accounting and 5+ years in CAS leadership.

Recruiters Submission: To submit, cancel - Head of Client Account Services - Cherrywood Advisors - JPC- 2244 - source

New Job Order Alert

Client job title: Head of Client Account Services

Location: Remote, U.S.

On-site, hybrid, remote: Remote

Experience: 8

Good fit job titles/keywords for candidates: CAS Manager, Senior CAS Manager, Client Accounting Services Manager, Client Advisory Services Manager, Client Controller, Outsourced Accounting Manager, Accounting Advisory Manager, CAS Director

# oh hires needed: 1