Client Advisory Services (CAS) Accounting Manager (Construction & Real Estate)

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.

Requirements

· Bachelor’s degree in Accounting, Finance, or a related field; · 5+ years of progressive accounting experience in either public accounting or private industry; · Meaningful experience with construction accounting, real estate accounting, property accounting, or project-based accounting.; · Strong understanding of U.S. GAAP and accrual-basis financial reporting.; · Experience with QuickBooks, Sage, Yardi, or other common industry platforms.; · Ability to review monthly financial statements and identify issues, trends, inconsistencies, and opportunities for improvement.; · Experience managing deadlines, client expectations, multiple priorities, and recurring deliverables.; · Strong analytical, organizational, written, and verbal communication skills.; · Demonstrated ability to work independently, solve problems, and take ownership of client work.; · Client-service mindset with the ability to communicate effectively with business owners, controllers, CFOs, and operational leaders.; · Interest in helping grow the construction and real estate industry niche over time.; Why Join Us; · Dedicated construction and real estate industry focus within a growing CAS advisory practice.; · Opportunity to work with privately held businesses where advisory work has a direct impact.; · Exposure to construction contractors, real estate owners, developers, property managers, and multi-entity client groups.; · Ability to help design the service model, templates, reporting packages, and internal best practices for a growing niche.; · Clear opportunity for advancement over time in a growing firm environment.; · Entrepreneurial midsized-firm platform with access to firm leadership and cross-service collaboration.; · Opportunity for a driven manager to move into expanded leadership responsibilities as the practice scales.; 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.