Client Advisory Services (CAS) Accounting Manager (Post-Close Acquisition Expertise)

As an experienced accounting manager specializing in post-acquisition transitions, are you looking for an opportunity to work with a diverse portfolio of private-company clients?

We are seeking an experienced Client Accounting Services (CAS) Manager with deep expertise in post-close acquisition accounting for privately held companies. This role will lead client engagements involving purchase price accounting (PPA), net working capital (NWC) true-ups, post-acquisition accounting system design and software implementations, and post-close accounting. The ideal candidate brings strong technical accounting knowledge, exceptional project management capabilities, and a client-service mindset to help newly acquired businesses transition seamlessly into their post-transaction financial reporting environment.

Post-Close Acquisition Accounting

- Lead end-to-end post-close accounting processes for privately held clients following mergers and acquisitions.

- Oversee and prepare accounting schedules, opening balance sheet adjustments, and documentation in accordance with GAAP.

- Manage net working capital (NWC) true-up calculations, analyses, and negotiations in collaboration with buyers, sellers, and internal/external stakeholders.

- Provide technical accounting guidance on issues arising during integration, including revenue recognition, leases, inventory, and equity arrangements.

Systems & Software Implementation

- Lead or support the implementation of accounting and ERP software for newly acquired entities, ensuring accurate data migration and alignment with client reporting needs.

- Design and document accounting workflows, control processes, and reporting structures to support scalable post-close operations.

- Partner with client leadership to identify system gaps and recommend technology solutions that enhance financial reporting efficiency.

Client Management & Advisory

- Serve as a primary point of contact for clients, delivering high-quality service and proactive communication throughout engagements.

- Translate complex accounting issues into clear, actionable recommendations for non-accounting stakeholders.

- Lead cross-functional collaboration with valuation professionals, auditors, tax advisors, and internal team members.

- Identify opportunities to expand client relationships and support new service offerings related to financial operations.

Team Leadership & Quality Control

- Manage, coach, and develop staff and senior accountants supporting engagement work.

- Review and ensure accuracy of deliverables, analyses, and financial statements.

- Contribute to CAS practice development, including methodology enhancement, best-practice documentation, and training initiatives.

Requirements

Bachelor’s degree in Accounting, Finance, or related field required.; 5–8+ years of experience in accounting, with significant exposure to M&A, post-close integration, purchase price accounting, or transaction advisory .; Strong knowledge of U.S. GAAP , including ASC 606; Experience leading accounting software implementations preferred (e.g., NetSuite, QuickBooks Online, Sage Intacct, Xero, Ramp, Bill.com ).; Proven experience, managing multiple client engagements and delivering high-quality work under tight deadlines.; Excellent analytical, communication, and client-relationship skills.; Ability to lead teams, provide mentorship, and manage project timelines and budgets.; Join a Firm That Expects More — and Gives More; We’re building a firm of people who take pride in doing things the right way.; We’re looking for individuals who are:; Intellectually curious – You think critically, ask better questions, and don’t settle for surface-level answers.; Hardworking – You bring determination and follow-through, especially when it matters most.; Personable – You build trust naturally—with clients and teammates alike.; Driven – You care about growth, accountability, and becoming exceptional at your craft.; Client Service Oriented – You understand that responsiveness, quality, and relationships are what define great firms.; What Makes Us Different; We believe our people want:; Meaningful client relationships – not just compliance work; A team of high performers – not passengers; Clear expectations and accountability – not ambiguity; Opportunities to grow into leaders – not static roles; A voice in shaping the firm’s future – not just executing tasks; We’re intentional about building a culture where performance matters, collaboration is real, and people take ownership.; Who Will Thrive Here; You’ll do well here if you: