Client Accounting Services Practice Leader; Hybrid
Listed on 2026-01-01
-
Accounting
Accounting Manager -
Management
CLIENT ACCOUNTING SERVICES PRACTICE LEADER
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Brief Description
WBL CPAs + Advisors, a metro Atlanta based Accounting and Consulting firm is seeking a highly motivated CPA with a proven track record to lead and grow our Client Accounting Services (“CAS”) practice. Career growth for this role includes an opportunity for path to Partner.
Brief Description
WBL CPAs + Advisors, a metro Atlanta based Accounting and Consulting firm is seeking a highly motivated CPA with a proven track record to lead and grow our Client Accounting Services (“CAS”) practice. Career growth for this role includes an opportunity for path to Partner.
Duties Include
- Lead all aspects of the Client Accounting Services practice to ensure clients’ business needs & objectives are met on a timely basis with exceptional quality in line with firm’s overall quality standards
- Ensure client engagements are delivered timely and accurately while also identifying and addressing any issues as they arise
- Review and sign-off on compilation and preparation engagements
- Manage client accounting outsourcing engagements
- Manage the preparation of personal property tax, payroll and sales tax returns
- Evaluate client accounting systems, internal controls & business software; make recommendations as needed
- Assess CAS processes and make recommendations, as needed, for enhancements to streamline processes and enhance productivity
- Assist clients in the hiring, training and supervision of accounting personnel
- Maintain existing client relationships and develop new ones as practice grows
- Develop new and expanded business for the CAS practice through the selling and delivery of CAS services
- Cross-sell other practice areas of the firm to CAS clients
- Actively participate in management meetings and management decisions
- Actively participate as a member of the firm’s Growth Committee to bring forth new ideas and business solutions resulting in additional service offerings
- Assist in developing the marketing/growth plan in conjunction with Marketing Director
- Supervise and manage current staff of 3 along with additional hires.
- Active CPA license required
- At least 10 years’ experience in public accounting with at least 6 years’ experience in Client Accounting Services in a supervisory or management capacity
- Proven track record of business development for CAS as well as cross-selling additional firm services to existing clients
- Strong organization skills with solid experience developing and sustaining clients and teams as well as planning for growth
- Working knowledge of GAAP
- Experience with Quick Books Online and Desktop versions; experience with other accounting software products a plus.
- Forward-thinking and strategic with willingness to stay current with latest accounting methods and technology
- Excellent verbal and written communication skills
- Seniority level Director
- Employment type
Full-time
- Job function Other
- Industries Accounting
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