Client Accounting Services Manager Candidates Sample Search Report

95%

J P

CEO at Bookkeeping Done Right

Miami, Florida, United States 22 years

Excellent practical match—CEO of a firm offering bookkeeping and tax preparation services specifically targeting South Florida businesses, fulfilling key functional needs and location criteria. Ex-Staff Tax Accountant → CEO of Bookkeeping/Tax Firm, 22 yrs exp. Excellent.

LinkedIn Email Phone

Work Experience

Marcum, LLP

Staff Accountant · 4 months

Prats, Fernandez, & Company

Staff Accountant · 2 years 1 month

Perez-Abreu, Aguerrebere, Sueiro, & Torres

Staff Tax Accountant · 10 months

Law office of Bernstein & Maryanoff

Assistant Case Manager · 2 years 1 month

+ 2 more positions

Qualification Criteria 6 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

cpa accounting bookkeeping tax preparation reconciliations payroll specifications budget reconciliation reports tax preparation +5 more

95%

R* E**

Family Office Accounting Manager at Wealthspire Advisors

Boca Raton, Florida, United States 19 years 4 months

This candidate has recent management experience in accounting services and is located in the target area, though the 'Client Accounting Services Manager' title is represented by 'Accounting Services Manager'. Wealthspire → CohnReznick (CAS Mngr) → Public Accounting/Self-Employed accountant, CPA licensed in FL. Strong.

LinkedIn Email Phone

Work Experience

International Materials, Inc.

Accountant · 7 years 9 months

Hospice and Palliative Care of Westchester

Junior Accountant · 1 year

CohnReznick LLP

Accounting Services Manager · 2 years 3 months

Saxena White P.A.

Financial/Client Services Analyst · 1 year 10 months

+ 6 more positions

Qualification Criteria 4 met, 2 not

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

accounting client services

95%

P C

Accountant Manager at Ravan + Blanco CPAs

Miami, Florida, United States 29 years 9 months

This candidate is an Accountant Manager currently working at a CPAs firm in Miami (South Florida), with recent experience clearly involving full-charge bookkeeping and tax advising/preparation support. Accountant Manager (CPA firm) → Senior accountant/Tax Advisor → Bookkeeper. Excellent.

LinkedIn Email Phone

Work Experience

RC CPAs & Business Advisors

Senior accountant/ Tax Advisor

Werble Consulting Group, P.A.

Junior Accountant for CPA firm · 6 years 2 months

Nazari Associates LLC

Bookkeeper/Office Manager · 1 year 11 months

Classic Yacht Refinishing, Inc.

Office Manager · 7 years 5 months

+ 2 more positions

Qualification Criteria 6 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

accounting tax cpa bookkeeping sales preparation payroll corporations llc audit training recruiting +8 more

95%

S R

Working with small businesses and individuals for over 40 years in NYC area, now Boca Raton, Florida

Boca Raton, Florida, United States 41 years 8 months

Extremely experienced professional providing tax planning and financial accounting services, including back office support suggestive of CAS work, and is licensed/located in South Florida. Owner/Partner → CPA PLLC (Tax Planning, Financial Accounting Services, Record Keeping, Tax Preparation) 40+ years experience. Excellent.

LinkedIn Email Phone

Work Experience

Falk, Handel & Rosen CPAs LLC

Partner · 5 years 6 months

Weinick, Sanders & Co CPAs

Manager · 3 years 6 months

Glass & Shiechel CPAs LLP

Manager · 8 years 4 months

Trager Glass & Co, CPAs

Manager · 3 years 3 months

+ 2 more positions

Qualification Criteria 6 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

tax audit accounting cpa referrals planning reporting preparation accountants tax planning financial accounting back office +3 more

95%

I D**

Owner at Ivy Defino, CPA, PA

Fort Lauderdale, Florida, United States 40 years 7 months

This owner/CPA explicitly states 20+ years of public accounting management experience in South Florida, offering tax preparation and bookkeeping services, strongly aligning with the desired background. CPA/Owner serving South Florida clients, background in public accounting management, offers tax prep/compilation/bookkeeping. Excellent.

LinkedIn Email Phone

Work Experience

Ivy Defino, CPA, PA

Owner · 21 years 6 months

McClain & Company, P.A.

Tax Manager · 13 years 9 months

Keiser University

Adjunct Accounting Professor · 1 year 3 months

Broward College

Adjunct Accounting Professor · 2 months

+ 1 more positions

Qualification Criteria 7 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

accounting management cpa accountants education administration commerce tax preparation bookkeeping planning cash flow management +5 more

95%

D T

Senior Accounting Manager

Boca Raton, Florida, United States 11 years 5 months

This candidate appears to be a strong match, managing daily accounting functions and specifically mentioning tax preparation, with over 11 years of experience in South Florida. Entrepreneur → Senior Accounting Manager at investment firm, focused on accounting/bookkeeping. Senior Accounting Manager → Current role managing daily accounting, reporting, audits, and tax preparation. 11+ years experience in Florida. Strong.

LinkedIn Email Phone

Work Experience

LEARN IT Systems

Office Manager · 9 months

Liquidations.com

Purchasing · 5 months

BlueShores Management Consulting

Co-founder & Partner · 4 years 3 months

Bloom Medicinals

Controller · 2 years

+ 6 more positions

Qualification Criteria 5 met, 1 not

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

management consulting financial reporting accounts payable accounts receivable financial audits tax preparation vendor relations sales tax investor relations electronic filing financial management business development +8 more

95%

A S

Owner, AVS Tax and Accounting, LLC

Fort Lauderdale, Florida, United States 31 years 2 months

This CPA has extensive experience across tax and accounting roles, including significant time as Tax Manager in public accounting, strongly meeting most requirements. Owner/CPA/Tax Pro for 20+ yrs; Tax Manager at Berkowitz Dick Pollack & Brant → Tax Manager at McCurry & Ingalls → Owner. Excellent.

LinkedIn Email Phone

Work Experience

AVS Tax and Accounting, LLC

Owner

Broward College

Adjunct Accounting Professor

deloitte & Touche

Auditor · 1 year 5 months

Ryder Corporation

Internal Auditor · 1 year 3 months

+ 2 more positions

Qualification Criteria 7 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

accounting tax cpa quickbooks payroll training reconciliations analysis consulting consultation preparation trusts +2 more

95%

P N

CAS Practice - Client Accounting Advisory Services

Lake Worth, Florida, United States 15 years 10 months

This candidate appears highly specialized in CAS, tax services, and bookkeeping roles, meeting most key functional requirements and residing in South Florida with significant experience. 15+ years experience, multiple roles at PTN Accounting LLC. Daszkal Bolton → PTN Accounting LLC. Strong.

LinkedIn Email Phone

Work Experience

Daszkal Bolton

Tax Intern · 1 year

PTN Accounting LLC

Owner

PTN Accounting LLC

Tax Services & Bookkeeping

PTN Accounting LLC

Tax Accountant

+ 3 more positions

Qualification Criteria 6 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

tax bookkeeping

94%

C K

MANAGING MEMBER at MIAMIBEACHCPA LLC

Miami Beach, Florida, United States 29 years 5 months

Excellent fit, runs a firm providing Tax Prep and Accounting Services near the desired location, and has extensive tenure in the field. Current role leading firm → CPA at smaller firm (14yr) → 29yr total experience. Strong.

LinkedIn Email Phone

Work Experience

CHAYIM KESSLER, CPA, PA.

CERTIFIED PUBLIC ACCOUNTANT · 14 years 7 months

MIAMIBEACHCPA LLC

MANAGING MEMBER · 14 years 10 months

Qualification Criteria 7 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

income tax tax preparation tax preparation accounting

90%

T* H**

Owner/Founder of Palm Beach Accounting & Business Corp

Jupiter, Florida, United States 20 years 9 months

This owner runs a remote bookkeeping firm in South Florida and explicitly lists Tax Preparation among services, making this an excellent match for the required functions, although the title is Owner, not Manager (but the functions align). Owner of Bookkeeping Firm in South Florida, offering full-cycle bookkeeping, payroll, and tax preparation. 20+ years experience in accounting, current focus on bookkeeping/tax. Excellent.

LinkedIn Email Phone

Work Experience

George Brittain Land Designs

Accounting Manager

Palm Beach Accounting & Business Corp

Owner

Meyers Turf LLC

Accounting Manager/Controller · 6 years 8 months

Akron Precision

Office/Accounting Manager · 7 years 9 months

Qualification Criteria 6 met, 1 not

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

business services accounts receivable accounts payable payroll processing payroll services financial reporting tax preparation microsoft office open office office management adobe photoshop notary public +8 more

90%

S R

President at FARE Accounting Services, LLC

Pompano Beach, Florida, United States 21 years

This individual runs an accounting firm offering the required services and has extensive public accounting background in the region. President at FARE Accounting Services (13y 5m) → Sr Accountant at Berman & Co. (1y 6m) → Sr. Associate at CBIZ (4y 4m) → Asst. Controller at Arizona Beverage Co. (2y). Excellent.

LinkedIn Email Phone

Work Experience

CBIZ

Senior Associate · 4 years 4 months

Kona Beverage

Office Manager · less than a year

FARE Accounting Services, LLC

President · 13 years 5 months

Arizona Beverage Company

Assistant Controller · 2 years

+ 1 more positions

Qualification Criteria 7 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

bookkeeping preparation reporting tax auditing engagement planning erisa audit 401k construction software +8 more

90%

D K

Financial Accounting Manager

Miami, Florida, United States 18 years 2 months

This candidate explicitly states they provide tax preparation and bookkeeping services and hold a Financial Accounting Manager title, ticking almost every box, although public accounting history is only inferred via PwC role, and South Florida location is confirmed. Accounting Manager at SMAART Company → Senior Accounting Assistant at PwC Ukraine → Assurance Experienced Associate at PwC Ukraine. 18 years experience, clear functional match, Florida location. Excellent.

LinkedIn Email Phone

Work Experience

SMAART Company

Accounting Manager · 6 years 1 month

PwC Ukraine

Assurance Experienced Associate · 5 years

PwC Ukraine

Senior Accounting Assistant · 7 years

Qualification Criteria 5 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

accounting tax preparation bookkeeping auditing assurance financial services tax preparation

90%

S** N*

Accounting, Tax, and Consulting Services at Naon & Co. LLC

Miami, Florida, United States 12 years 10 months

This founder clearly performs tax preparation, bookkeeping, and accounting services in a client-facing service environment, indicating a strong functional match to CAS work, situated perfectly in South Florida. Founder of accounting firm (12+ yrs) handling 1040s, business tax forms, and bookkeeping services. Excellent.

LinkedIn Email Phone

Work Experience

Naon and Co.

CEO / Founder · 12 years 11 months

Qualification Criteria 6 met, 1 not

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

literacy accounting tax word reporting planning optimization partnerships corporations elections sales payroll +8 more

90%

C** P*

Managing Partner at Alpina Tax

Boca Raton, Florida, United States 17 years 2 months

This managing partner/controller role explicitly mentions supervising AP/AR (bookkeeping support) and tax preparation, making this an excellent fit who likely performed CAS functions for clients or internal organizations. Controller roles involving financial statements, audits, and tax prep; currently Managing Partner at Tax firm. Controller → Managing Partner at Tax & Accounting Services. 17+ years experience in Florida. Excellent.

LinkedIn Email Phone

Work Experience

Amerigrow Recycling-Delray, Limited Partnership

Controller · 3 years

iS3 inc.

Controller · 4 years 5 months

Alpina Tax & Accounting Services

Managing Partner · 7 years 2 months

PLASTIC CARD FACTORY INC

Accountant · 2 years 9 months

Qualification Criteria 7 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

financial statements monthly closing tax preparation accounts payable accounts receivable tax compliance internal audit cash flow general ledger employee relations payroll taxes budgets +8 more

90%

J* Q**

Business owner of Accounting and Tax Services company

West Palm Beach, Florida, United States 29 years 2 months

This candidate runs their own firm which performs all required functions including tax preparation and bookkeeping, indicating strong CAS overlap, plus experience in a CPA firm setting and being in South Florida. Small business owner (tax/consulting) → Sr Bookkeeper → Sr Accountant at CPA firm → current owner. Strong.

LinkedIn Email Phone

Work Experience

Bermuda Landscape & Design, Inc.

Controller · 4 years 5 months

Juan J. Quesada Accounting Svs

Accounting, Consulting and tax preparation

Hirsch & CPA Company, LLC

Senior Accountant · 2 years 6 months

Sylvain Analytics, Inc.

Senior Bookkeeper · 9 months

+ 1 more positions

Qualification Criteria 7 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

accounting consulting tax preparation payroll insurance r p management hiring compensation expenses +8 more

90%

D S

President

Boca Raton, Florida, United States 21 years 9 months

Candidate is a CPA running a firm that explicitly offers tax and bookkeeping services, matching the required skill set perfectly, although title is President, not Manager. CPA running firm advertising full tax prep/bookkeeping services. Ex-Big 4/Audit → Corporate Accounting Mgr → President/CPA Firm Owner. Strong.

LinkedIn Email Phone

Work Experience

CBIZ MHM, LLC

Attest Senior Associate · 2 years 4 months

Peter Blum Family YMCA

Board Member

Florida Power & Light Company

Financial Reporting Senior · 1 year 9 months

Mazars USA LLP

Associate Auditor · 2 years 6 months

+ 6 more positions

Qualification Criteria 7 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

financial reporting accounting cpa finance tax bookkeeping operations payroll management reporting audit

90%

H H

Staff Accountant

Fort Lauderdale, Florida, United States 5 years 2 months

This candidate directly lists all required service areas (Tax Prep, Bookkeeping) within their recent job description and meets the 5+ year, South Florida location criteria, though the title is Staff Accountant, not Manager. JIMENEZ Accounting Services Staff Accountant (5+ yrs). Excellent.

LinkedIn Email Phone

Work Experience

JIMENEZ ACCOUNTING SERVICES, INC.

Staff Accountant · 5 years 2 months

Qualification Criteria 5 met, 1 not

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

accounting tax preparation payroll processing reporting sales bookkeeping compensation management income tax tax preparation +4 more

88%

C M

Accounting by Cindy

Jupiter, Florida, United States 52 years 3 months

Extensive background covering CAS functions including bookkeeping, tax prep, and payroll for decades, with significant time in public accounting; located in South Florida. Accountant at own practice → Senior Staff Accountant at Arlene Ross CPA, 52 years experience. Strong.

LinkedIn Email Phone

Work Experience

Domino Components Corporation

Owner Operator/Electronic Component Sales · 10 years 9 months

Diplomat Electronics

Sales Representative · 4 months

Internal Revenue Service

Data Entry Operator · 1 year 1 month

Components Plus Electronics Inc

Accounts Receivable Clerk · 3 years 2 months

+ 6 more positions

Qualification Criteria 6 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

accounting bookkeeping payroll cpa sales payroll taxes data entry accounts receivable

85%

J G

The Gudaitis CPA Firm PLLC

Boca Raton, Florida, United States 8 years 10 months

This partner has extensive tax planning and tax preparation experience explicitly serving South Florida clients, strongly indicating relevant public accounting exposure, though the specific CAS management title is not present in the snippet. The Gudaitis CPA Firm PLLC. Strong.

LinkedIn Email Phone

Work Experience

The Gudaitis CPA Firm PLLC

Managing Partner

Qualification Criteria 5 met, 2 not

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

tax planning tax preparation small business real estate accounting cpa tax planning preparation investors

85%

B C

Accountant

Palmetto, Florida, United States 12 years 4 months

Strong background in public accounting with tax specialization, which is highly relevant, although current role is blended HR/Accounting Manager. 7 years public accounting specializing in individual taxes and full-year services. CPA Firm Accountant → Non-Profit Manager. Strong.

LinkedIn Email Phone

Work Experience

Great Explorations Children's Museum

Accounting & HR Manager

Miles & Thirion CPA Firm, Inc.

Accountant · 2 years 1 month

CPA Partners, LLC

Accountant

Bogey’s Sports Pub

Waitress

Qualification Criteria 3 met, 2 not

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

accounting hr operations payroll non profit human resources process improvement

85%

E C

Miami, Florida, United States 21 years 1 month

Strong experience in bookkeeping, tax strategies, and managing financials, although the title is Owner/Fractional CFO, they possess strong recent bookkeeping and tax skills in South Florida. Owner/Bookkeeper/CFO practice (6yr) → Bookkeeping/Office Support (3 companies over 14yr). Strong bookkeeping/tax foundation, hits location, but lacks explicit CAS Manager title/Public Acct background. Strong.

LinkedIn Email Phone

Work Experience

Miami Jewish Montessori

Accounting Bookkeeper · 8 years 1 month

The Sports Club/LA

Member Service Manager · 5 years 8 months

Florida Intercultural Academy

Administrative Resource Teacher · 2 years 4 months

EC SERVICE PROVIDER LLC

Owner · 6 years

+ 2 more positions

Qualification Criteria 5 met, 2 not

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

nonprofits accounting maintenance reconciliation payments training software payroll reports statistics auditing deposits +8 more

85%

M H

Certified Public Accountant

Lake Worth, Florida, United States 15 years 3 months

Strong background as a CPA with recent Tax Manager and extensive public accounting roles performing tax and accounting functions, fitting the desired profile well although the title isn't exactly CAS Manager. Crowe Horwath LLP → BDO USA, LLP → CBIZ → Chiquita, Tax Manager. Strong.

LinkedIn Email Phone

Work Experience

Crowe Horwath LLP

Senior Tax Accountant · 3 years 1 month

BDO USA, LLP

Senior Tax Accountant · 7 months

CBIZ

Senior Tax Associate, CPA · 5 years 2 months

Chiquita

Tax Manager · 4 years 2 months

+ 1 more positions

Qualification Criteria 5 met, 1 not

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

cpa accounting entrepreneurship tax preparation sales payments payroll property commercial construction 401k +8 more

85%

C P

Sr.Tax Accountant at CP Accounting and Taxes, LLC

Miami, Florida, United States 20 years 11 months

Strong candidate with significant tenure in tax and accounting, mentioning bookkeeping software proficiency, though the title isn't explicitly CAS Manager, the duties are highly relevant. Sr.Tax Accountant at CP Accounting and Taxes, LLC → Accountant and Tax Specialist at Avel A Gonzalez, CPA. 20 years experience, in South Florida, strong tax/bookkeeping background implied by public accounting mention. Strong.

LinkedIn Email Phone

Work Experience

Doral, Fl

EMI America Miami · 5 years 10 months

Steven R Goldey CPA PA

Senior Tax Accountant · 1 year 3 months

Avel A Gonzalez, CPA

Accountant and Tax Specialist · 8 years 10 months

CP Accounting and Taxes, LLC

Sr.Tax Accountant

+ 1 more positions

Qualification Criteria 6 met, 1 not

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

financial statements payroll taxes organizational skills microsoft office 10 key issues management business operations monthly closing journal entries corporate tax state tax sales tax +8 more

85%

S G

Owner at Steven K. Goodrich, CPA

Port St Lucie, Florida, United States 19 years 11 months

Strong fit as an owner providing tax prep and cloud accounting services (CAS functions), with significant experience, though not explicitly 'public accounting' firm experience or 'Manager' title. Owner of CPA practice in Port St Lucie, 20 years experience, strong tax/accounting focus. Strong.

LinkedIn Email Phone

Work Experience

Steven K. Goodrich, CPA

Owner · 19 years 11 months

Qualification Criteria 5 met, 1 not

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

llc tax preparation cloud accounting payroll management income tax tax preparation payroll services wealth management

85%

K M

Tax & Consulting Manager

Fort Lauderdale, Florida, United States 33 years 8 months

This manager has deep tax experience and mentions QuickBooks, suggesting relevant accounting breadth, and is local. Tax Project Manager → Principal Owner → Tax and Accounting Manager roles over 33 years, many in tax/accounting management. Strong.

LinkedIn Email Phone

Work Experience

RVG & Company - CPA's and Advisors

Tax & Consulting Manager · 1 year 2 months

Andrews and Company

Tax and Consulting Manager · 1 year 5 months

Gerald M Pepper & Associates, P.A.

Accounting & Tax Manager · 22 years 8 months

McGoey, Sharfi, & Co. CPAs PA

Senior Tax Accountant · 10 months

+ 6 more positions

Qualification Criteria 5 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

creative solutions project manager tax accounting tax creative quickbooks consulting accounting

85%

L L

TAX MANAGER at ABITOS LLLP

Miami, Florida, United States 15 years 7 months

This Tax Manager role explicitly mentions managing tax prepares, reviewing books, preparing financial statements, and bookkeeping, suggesting a strong overlapping skill set with CAS, though currently in a management/tax overflow role. Tax Director/Partner → Experience includes reviewing books/preparing financials/bookkeeping for clients. Master in Taxation from NSU. Strong.

LinkedIn Email Phone

Work Experience

Ragalta USA

Credit Manager/ controller · 2 years 10 months

GUZMAN & GUZMAN P.A.

Tax Director

L&L ACCOUNTING SERVICES PA

Partner

Qualification Criteria 6 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

accounting inventory reconciliations reports finance tax director partnerships corporations accountants organized payroll +8 more

85%

J C

CPA and Business Advisor

Miami, Florida, United States 15 years 3 months

This CPA firm founder has recent bookkeeping experience, operates in South Florida, and has sufficient tenure, making it a strong functional fit for a CAS role, though the title isn't explicitly Manager. CPA firm founder (9+ yrs) → GCU Master’s → recent Bookkeeper/Controller. Strong.

LinkedIn Email Phone

Work Experience

South Gold Logistics

Bookkeeper/Accountant · 1 year 5 months

Thierry Isambert Culinary and Event Design

Financial Controller · 3 years 10 months

PowerOptics Group

Assistant Controller · 1 year 2 months

Representaciones de Viajes y Turismo S-XXI

Accounting Assistant · 1 year 5 months

+ 1 more positions

Qualification Criteria 5 met, 1 not

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

accounting

85%

G D

Smith CPA & Associates

Fort Lauderdale, Florida, United States 32 years 10 months

Very strong background in tax preparation and financial services, likely from public or large firm experience, but current role is owner-level and tax-focused, not explicitly CAS Manager. Prior Senior Manager at EY → Partner in CPA firm offering outsourced accounting and tax services. Strong.

LinkedIn Email Phone

Work Experience

Greenwich Capital Pty Limited

Executive Director · 3 years

Smith CPA & Associates

Partner · 3 years 5 months

Benefique

Owner

Merrill Lynch

Vice President · 1 year

+ 1 more positions

Qualification Criteria 6 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

financial services tax preparation international business business planning tax accounting business development tax planning tax compliance tax preparation planning accounting +6 more

85%

R* S**

Certified Public Accountant, Certified Financial Planner

West Palm Beach, Florida, United States 16 years

A strong CPA candidate with significant tax and accounting workflow experience in Florida, hitting most technical requirements except the specific CAS Manager title. CPA → Partner; Experience includes payroll tax returns, 1040s, 1120s, full cycle accounting workflow, 16 years total. Strong.

LinkedIn Email Phone

Work Experience

Global Trust Asset Management, LLC

Investment Advisor Representative · 12 years

Global Trust Wealth Management, LLC

Partner · 10 months

Raymond J. Skelton CPA PA

Staff Accountant · 1 year 1 month

Nowlen, Holt & Miner, P.A.

CPA · 14 years 2 months

Qualification Criteria 5 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

accounting workflow retail manufacturing reconciliations payroll tax cpa preparation planning financial statements tax returns

85%

B K

Independent Accountant at Karpel Accounting Services

Pompano Beach, Florida, United States 31 years 11 months

This independent accountant performs all necessary monthly/annual duties for small businesses including filing necessary state and federal taxes and preparing financial statements, which is functionally CAS work; strong public accounting background noted. Accounting Consultant at Karpel Accounting Services (15+ years) → Property Accountant → Staff Accountant Re/Max. Strong.

LinkedIn Email Phone

Work Experience

Re/Max Partners

Staff Accountant · 15 years 7 months

Elderly Housing Development & Operations Corp.

Property Accountant · 7 months

Karpel Accounting Services

Accounting Consultant · 15 years 10 months

Qualification Criteria 6 met

Location

Bookkeeping

South Florida

Tax preparation

5+ years experience

Public accounting experience

Client Accounting Services Manager

Skills & Expertise

accounting p less escrow property financial statements general ledger real estate accounts payable accounts receivable

Candidate Profiles

J**** P****

Work Experience

Qualification Criteria 6 met

Skills & Expertise

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Work Experience

Qualification Criteria 4 met, 2 not

Skills & Expertise

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Work Experience

Qualification Criteria 6 met

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Work Experience

Qualification Criteria 6 met

Skills & Expertise

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Work Experience

Qualification Criteria 7 met

Skills & Expertise

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Work Experience

Qualification Criteria 5 met, 1 not

Skills & Expertise

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Work Experience

Qualification Criteria 7 met

Skills & Expertise

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Work Experience

Qualification Criteria 6 met

Skills & Expertise

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Work Experience

Qualification Criteria 7 met

Skills & Expertise

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Work Experience

Qualification Criteria 6 met, 1 not

Skills & Expertise

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Work Experience

Qualification Criteria 7 met

Skills & Expertise

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Work Experience

Qualification Criteria 5 met

Skills & Expertise

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Work Experience

Qualification Criteria 6 met, 1 not

Skills & Expertise

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Work Experience

Qualification Criteria 7 met

Skills & Expertise

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Work Experience

Qualification Criteria 7 met

Skills & Expertise

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Work Experience

Qualification Criteria 7 met

Skills & Expertise

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Work Experience

Qualification Criteria 5 met, 1 not

Skills & Expertise

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Work Experience

Qualification Criteria 6 met

Skills & Expertise

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Work Experience

Qualification Criteria 5 met, 2 not

Skills & Expertise

B**** C****

Work Experience

Qualification Criteria 3 met, 2 not

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