Accounting Services (CAS) Manager
Company: CCK Strategies Professional
Location: Tulsa
Posted on: April 1, 2026
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Job Description:
CCK provides challenging work, professional development, and
generous compensation packages. CCK’s collaborative environment
spans firmwide, where individuals work together to deliver value to
the client experience by providing solutions within teams and
across firm departments. Collaboration at CCK is a group of people
who realize that working together brings a better solution. Within
CCK, Client Advisory Services (CAS) exists to empower business
leaders to make more effective financial decisions by providing
comprehensive accounting and finance solutions. We believe that by
removing complexity, utilizing innovative technology, and enhancing
financial acumen, we’ll be able to partner with our clients in
achieving their mission and goals. Job Description: The Senior
Client Advisory Services (CAS) Manager (Experienced Accounting
Manager) provides outsourced Controller and CFO services, manages
special projects, possesses problem solving capabilities, and is a
primary point of contact with clients. Proficiency in this role
requires a focus on quality and efficiency in the review and
release of recurring projects, assisting clients with strategic
management decisions while maintaining the overall client
relationship and firm’s knowledge of the client. This role will
also collaborate with Tax and Assurance divisions to ensure clients
meet financial goals while considering the tax strategy
implications of strategic decisions when preparing financials. The
Senior CAS Manager will need to act like a strategic consultant to
the client, helping them to understand their financials and the
impacts on their business based on current management decisions.
The role will need to be an effective communicator, gaining the
trust of their clients. It’s also important that this person is
proficient in Excel and can understand forecasting models and the
impact to financials based on key inputs and drivers. This role
will also need to demonstrate the potential for business
development, helping to bring in new clients to CCK. While this
role would not immediately have direct reports, the potential to
lead a team is needed for future growth of the division.
Responsibilities: Work with clients on-site to clean, review, and
utilize financial statements for business direction. Analyze
financial reports and develop customized KPIs and metrics that
align with the specific goals and objectives of each client.
Understand client goals and challenges, offering strategic advice
and recommendations that align with their business objectives.
Regularly check in with clients to gauge satisfaction, address
concerns, and offer proactive solutions. Business development, both
with new clients to CCK and expanding scope of services with
existing client base. Sets project expectations and communicates
feedback effectively. Project oversight and team workload
management to ensure an even distribution of projects. Mentors
Client Advisory Services team members to ensure they are developing
and learning. Assists team members with problem solving and coaches
on quality and efficiency. Regularly looks for ways to improve our
process and communicates those ideas proactively. All other job
responsibilities as assigned. Adheres to all relevant information
security policies and procedures, ensuring the protection of
sensitive data and upholding the integrity and confidentiality of
the company information. Requirements Knowledge, Skills, and
Abilities: Exceptional communication skills, verbal and written.
High emotional intelligence and maturity with the ability to
navigate sensitive financial topics and collaborate with diverse
personalities. Customer service focus, for both internal and
external stakeholders. Strong leadership and management skills with
the ability to delegate work with clarity. Ability to build trust
with clients and internal teams. Excellent problem-solving skills
and the ability to think strategically and adapt quickly to client
issues across different industries. Strong analytical skills with
financial statements and business operations, with the ability to
review financial statements for accuracy. Comprehensive accounting
knowledge with strong understanding of GAAP, financial regulations,
and internal controls. Willingness to work beyond standard hours to
meet deadlines and ensure successful project delivery.
Technologically proficient and able to translate software skills
across multiple platforms. Proficient in Excel and able to work
with complex forecasting models. Ability to manage and prioritize
multiple clients and projects simultaneously. Qualifications:
Bachelor’s degree in accounting or another related subject area.
Minimum of 5 years of related experience (i.e. accounting,
advisory, consulting). Public accounting experience preferred. CPA
or CPA eligible. Experience with accounting software (i.e.
QuickBooks, Xero, NetSuite) preferred. CCK Strategies, PLLC
provides equal employment opportunities to all employees and
applicants for employment and prohibits discrimination and
harassment of any type without regard to race, color, religion,
age, sex, national origin, disability status, genetics, protected
veteran status, sexual orientation, gender identity or expression,
or any other characteristic protected by federal, state or local
laws.
Keywords: CCK Strategies Professional, Edmond , Accounting Services (CAS) Manager, Accounting, Auditing , Tulsa, Oklahoma