Client Accounting Services 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