Team Manager of Client Accounting & Advisory Services

Overview 

The Team Manager, CAAS will play a critical, hands-on role in leading and managing the CAAS team, ensuring seamless service delivery, operational efficiency, and financial awareness and performance within their department. This role plays a pivotal part in overseeing strategy, revenue tracking, budget management, and cross-functional collaboration while ensuring satisfaction and team productivity. 

The Team Manager will drive profitability, utilization, upskilling, allocation of work, maintain training and development, and ensure strong alignment between business goals and service execution. Additionally, this leader will serve as the first point of contact for staff concerns, escalations, and improvements, working proactively to enhance experience, engagement, and growth. 

A portion of your role will involve billable client work, including direct client interactions, where you will leverage your accounting and advisory expertise to deliver services that drive client success and directly contribute to the firm’s revenue growth. 

As a platinum Sage partner, TydeCo and our partner entity TydeCo U. specialize in delivering cutting-edge ERP and HRP solutions such as Sage 300 Cloud and Sage Intacct. We also offer Outsourced Accounting solutions to help clients streamline financial operations and scale with confidence. Our dedication to innovation, excellence, and client success ensures businesses not only adopt our solutions but thrive in competitive markets. If you're ready to lead in a fast paced, high-impact environment, we invite you to be part of our journey.

This position will report to the Division Manager, CAAS. This position is fully remote and can be based anywhere in the U.S. 

Key Responsibilities 

Global Divisional Leadership & Support  

• This role operates within a global framework requiring availability to support teams and meet deadlines across different time zones with international partners.  

• Provide leadership support, including but not limited to division team absences or departures, to ensure timely submission of department reports, timesheets, and resource planning updates, maintaining operational continuity across assigned areas with full oversight of key responsibilities. 

• May participate in US-based industry conferences and global networking groups to drive business growth. Focus on expanding services and identifying market opportunities that align with evolving client needs, ensuring both regional and international relevance. 

Strategic Operational Leadership and Oversight  

• Maintain strong operational systems and processes to drive efficiency, accuracy, and consistency across all functional areas, ensuring alignment with organizational goals and performance standards. 

• Continuously identify and implement process enhancements to improve team performance, service delivery, and internal and external customer satisfaction. 

• Ensure adherence to compliance and company policies, overseeing the correct implementation of all CAAS processes. 

• Mitigate risks by staying updated on industry regulations and implementing proactive strategies. 

• Oversee timesheet accuracy, billing accuracy, system efficiency, and administrative workflows to enhance operational effectiveness. 

• Ensure the team meets key operational deadlines and deliverables, providing backup leadership when needed to maintain smooth dept operations. 

• Promote accountability and the consistent achievement of high service standards, fostering a culture of operational excellence.  

• They will also provide comprehensive backup support during team absences, ensuring seamless operations, maintaining workflow efficiency, and addressing any urgent matters that arise. 

Client Project & Billing Management  

• Must hit a minimum billable expectation. 

• Maintain strong client relationships, proactively addressing billing concerns and resolving disputes efficiently. 

• Oversee client escalations, proactively addressing billing concerns, resolving disputes efficiently, ensuring they are managed promptly and effectively, maintaining strong client relationships. 

• Work with sales and account management teams to ensure client contracts align with service expectations and billing structures. 

• Identify opportunities for service expansion with existing clients to drive additional revenue and enhance client retention.  

• Oversee all projects to ensure efficient management, timely execution, risk mitigation, and alignment with revenue goals 

Client Engagement & Project Contribution