CAS Manager

Location: Charleston, WV (Hybrid)  

Employment Type: Full-time, Part-time, Seasonal

Reports to: Partners

Start Date: Flexible

Build the Future of Client Advisory Services

WNA CPAs is seeking an experienced accounting professional to lead client accounting and advisory services while working closely with clients and firm leadership across a variety of tax, accounting, and consulting engagements.

This is more than a traditional accounting manager role. As our firm continues expanding its advisory and client accounting services, we are looking for someone who enjoys helping business owners make better decisions and improve financial visibility, developing staff, and building scalable systems that drive growth.

If you enjoy combining accounting expertise, technology, process improvement, and client advisory work, this may be the opportunity you’ve been looking for.

Why Professionals Choose WNA

• Flexible scheduling that supports work-life balance

• Hybrid work environment

• Significant autonomy and ownership over your work, priorities, and client relationships

• Unique hourly compensation model—get paid for the time you work

• Approximately 45-hour average workweeks during tax season

• Approximately 36-40 hour average workweeks throughout most of the year

• Opportunity to help shape and grow a developing advisory practice

• Direct access to firm leadership and decision-makers

• Meaningful client relationships and advisory work

• Clear opportunities for professional growth and advancement

• Accessible path to partnership

Unlike many public accounting firms, our professional staff are compensated for the time they work. We believe exceptional performance should be rewarded, not penalized. In staff surveys, flexibility is consistently identified as one of the firm’s greatest strengths. Whether you prefer to start your day early, work later in the day, work remotely part of the week, or attend important family events, we believe great professionals can also have fulfilling lives outside of work.

At WNA, we trust our professionals to manage their responsibilities, make informed decisions, and take ownership of their work. Our team operates within a clearly defined priority system that provides direction while allowing individuals the flexibility and autonomy to determine the most effective path forward. We believe talented professionals do their best work when they are empowered to think critically, solve problems, and contribute ideas—not simply follow instructions.

Who Thrives in This Role?

This position is ideal for an experienced accounting professional who enjoys working directly with business owners and helping organizations improve financial visibility, operational efficiency, and decision-making.

You may be a strong fit if you are currently a:

• Senior/Supervisor seeking greater leadership responsibility

• Accounting Manager looking for more client interaction and advisory work

• Controller interested in working with a variety of businesses and industries

• Public Accounting professional seeking a broader role beyond compliance work

• CAS professional looking to help build and shape a growing advisory practice

The most successful candidates are technically strong, client-focused, collaborative, and comfortable working with a high degree of autonomy. They take initiative, manage competing priorities effectively, communicate proactively, and don't wait for someone to tell them the next step. They enjoy being trusted to make decisions, solve problems, and take ownership of outcomes while contributing to the success of the broader team.

Position Summary

The CAS Manager will oversee the firm’s Client Accounting Services practice, including outsourced accounting, financial reporting, month-end close processes, advisory services, and client relationship management.

This position serves as a trusted advisor to business clients while helping develop internal staff, improve processes, implement technology solutions, and expand the firm’s advisory capabilities.

This role requires a proactive professional who can operate independently within the firm's established priorities while exercising sound judgment, communicating effectively, and taking ownership of client service and project outcomes.

The ideal candidate combines strong accounting knowledge with a passion for helping businesses improve operations, profitability, and financial visibility.

Key Responsibilities

Client Advisory & Relationship Management

• Serve as a primary advisor for CAS clients

• Meet regularly with business owners and management teams to discuss financial results and operational performance

• Help clients understand key financial metrics, cash flow trends, and business opportunities

• Identify opportunities to improve client outcomes and expand services

Accounting Operations

• Oversee monthly, quarterly, and annual accounting engagements

• Review financial statements and supporting workpapers

• Ensure timely and accurate completion of month-end and year-end close processes

• Assist clients with budgeting, forecasting, cash flow planning, and financial analysis

Leadership & Team Development

• Supervise, mentor, and develop accounting staff

• Review work and provide coaching and technical guidance

• Assist with workload planning and resource allocation

• Help establish best practices and standardized procedures

Process Improvement & Technology

• Lead initiatives focused on automation, efficiency, and workflow improvement

• Evaluate and implement accounting technology solutions

• Develop scalable processes that support future growth

• Assist clients with accounting system optimization and reporting enhancements

Practice Growth

• Participate in CAS proposals and onboarding of new clients

• Identify opportunities for additional advisory and accounting services

• Support the strategic growth of the firm’s CAS practice

Qualifications

• Bachelor’s degree in accounting or related field

• Five or more years of accounting experience

• Experience in public accounting, outsourced accounting, controllership, or similar leadership roles preferred

• Prior supervisory or management experience preferred

• Strong understanding of financial reporting, accounting systems, and business operations

• Excellent communication, organizational, and analytical skills

• Ability to translate financial information into practical business insights

What We Offer

• Extremely competitive compensation and benefits package

• Unique hourly compensation model that rewards your time and effort

• Medical, dental, and vision insurance

• 401(k) with employer match

• Generous paid time off and holidays

• Professional development opportunities

• Business development and recruiting bonuses

• Supportive and collaborative culture

• Flexible work arrangements

• Opportunity to help shape the future of the firm’s tax practice

About WNA CPAs

For more than 30 years, WNA CPAs has served businesses and individuals throughout West Virginia and the surrounding region. We are committed to combining personalized service with innovative solutions while creating a workplace where professionals can grow, contribute, and build meaningful careers.

How to Apply
Please submit your resume and cover letter.  Applications will be reviewed on a rolling basis.