Consultant, Professional Services

Caseware combines over 35 years of industry expertise with AI-powered technology to transform how audit and accounting professionals work. Serving organizations across 130 countries, we bring intelligent automation directly into audit and financial reporting workflows—helping professionals reduce manual work, navigate complexity, and focus on informed decisions. Join our global team and help build technology that strengthens trust in financial information.

As a Consultant in Professional Services at Caseware, you will participate in the implementation of Caseware accounting, audit, and assurance solutions, owning delivery from initiation through go-live. You will be the primary solution expert on client engagements, translating business and regulatory requirements into scalable, best-practice Caseware configurations. You will manage senior client stakeholders, ensure delivery quality, and proactively mitigate project risks while working independently or as part of a team on engagements. In addition, you will mentor Associate Consultants, provide solution oversight, and collaborate with Product, Support, Sales, and Engineering teams to resolve issues and improve offerings. Consultants also contribute to pre-sales activities and the continuous improvement of Professional Services methodologies and standards. The Consultant will report to the Director, Professional Services.

❗This is a new role.

❗This is a full-time, permanent position.

What you will be doing

• Lead end-to-end implementations of Caseware accounting and assurance solutions, including requirements gathering, solution design, configuration, testing, training and go-live support.
• Act as the primary solution authority for assigned client engagements, providing expert guidance on Caseware functionality, best practices, and accounting workflow optimization.
• Translate client business and regulatory requirements into scalable, compliant Caseware configurations, ensuring alignment with applicable accounting standards and firm methodologies.
• Manage client relationships, serving as a trusted advisor to customer stakeholders throughout the implementation lifecycle.
• Oversee project execution and delivery quality on non-enterprise projects, including scope control, risk identification, issue resolution, and adherence to timelines, budgets, and service standards.
• Collaborate cross-functionally with Product, Support, and Engineering teams to escalate issues, contribute to product feedback, and ensure successful client outcomes.
• Mentor and provide technical leadership to associate consultants and implementation team members, including knowledge sharing, solution reviews, and delivery oversight.
• Deliver client training and change management activities, enabling user adoption, process transformation, and long-term value realization from Caseware solutions.
• Support pre-sales and solution scoping activities by contributing to proposals, solution demonstrations, effort estimation, and implementation approach definition.
• Continuously improve implementation methodologies and assets, leveraging lessons learned, industry trends, and evolving Caseware capabilities to enhance service delivery effectiveness.

What you will bring

Experience (must meet one of the following)

• 4+ years of experience in external audit, assurance, or accounting within a public accounting or professional services firm.
• Experience providing consultative advice to clients, including understanding business requirements and making recommendations.
• Comfortable using and learning accounting, audit, and financial reporting technology solutions. Prior Caseware experience is an asset but not required.

Additional Required Experience & Skills

• Experience supporting software implementations, including requirements gathering, solution configuration, testing, training, and go-live support.
• Proven ability to manage client stakeholders and act as a trusted advisor throughout client engagements.
• Experience owning delivery outcomes, including scope, quality, risk, and timelines, with minimal oversight.
• Excellent communication, facilitation, and documentation skills in a professional services environment.
• Ability to mentor and contribute to team capability development.

What's in it for you

• Shape what’s next with AI: Help transform audit and accounting through AI-powered technology. Explore new ways to bring AI into our own workflows, rethink how work gets done, and turn ideas into meaningful improvements for our teams and customers.
• Make an impact that matters: Contribute to solutions that help professionals navigate complexity, make informed decisions, and strengthen trust in financial information around the world.
• Bring your voice. Expand your perspective: Collaborate with a diverse global team where your ideas are valued, knowledge is shared, and different perspectives lead to better outcomes.
• Build a career that grows with you: Develop your skills, take on new challenges, and explore career opportunities as our business and technology evolve.
• Thrive at work and beyond: Enjoy competitive compensation, comprehensive benefits, recognition programs, and performance bonuses, alongside flexible work options, remote opportunities, and generous time off.

Many Voices, One Team

We’re committed to building teams as diverse as our customers through equitable and inclusive hiring. We welcome candidates of all backgrounds. If you need accommodations or have questions at any stage of the application or interview process, contact our People Operations team at talent@caseware.com.

Background Check

All successful candidates will undergo background screening, which may include identity verification, criminal record checks, and/or reference checks, as appropriate to the role and location and in accordance with applicable law.

Security and Fraud

All employees are expected to apply security best practices and work within secure handling guidelines to perform assigned responsibilities when accessing data and business information.

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.