Director of Client Advisory Services

We are a multifaceted CPA firm that provides financial and tax planning to our business and personal clients by offering payroll, accounting, bookkeeping, auditing, and tax services. We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof.

The Director of Client Advisory Services (CAS) is a senior leadership role responsible for overseeing and driving the success of the CAS department, which includes the Client Advisory Services, bookkeeping, payroll, outsourced CFO teams. This role ensures that the department delivers exceptional client-focused services, achieves operational excellence, and contributes to the firm's overall strategic objectives.

• Lead marketing and commercial initiatives to drive growth of the CAS business through new client acquisition.
• Support reporting on client growth, both driven by client volume and periodic price increases.

• Develop and execute the department’s strategic plan in alignment with the organization’s goals.
• Set and communicate clear objectives for the CAS, bookkeeping, and payroll teams.
• Identify and implement opportunities to enhance service offerings and expand client relationships.

• Oversee the daily operations of the CAS, bookkeeping, and payroll teams to ensure efficiency and quality of service delivery.
• Establish, monitor, and enforce policies, procedures, and best practices across the department.

• Lead, mentor, and develop team members to foster a high-performing, collaborative culture.
• Conduct regular performance evaluations and provide constructive feedback to staff.
• Identify and support professional development opportunities for team members.

• Serve as a trusted advisor to key clients, offering strategic financial guidance.
• Oversee the onboarding and retention of clients, ensuring consistent delivery of high-value services.

• Monitor and manage the department’s budget, profitability, and financial performance.
• Collaborate with leadership to set pricing strategies and evaluate service profitability.
• Analyze and report on key performance indicators (KPIs) to measure departmental success.

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field; CPA, CMA, or MBA preferred
• 7+ years of experience in client advisory services, public accounting, or related fields
• 3+ years in a leadership role (i.e., Manager-level or higher)
• Proven expertise in managing and scaling a CAS business, including bookkeeping, payroll, and outsourced CFO services (must-have)
• Strong understanding of financial systems, reporting, and compliance standards
• Exceptional leadership, communication, and interpersonal skills
• Proficiency in accounting software and tools (e.g., Quick Books, Xero, payroll systems)

Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together!

• 401(k) match
• 100% Company-Paid health, dental, vision insurance
• Flexible schedule
• Life Insurance
• Generous PTO
• Relocation assistance
• Performance bonus, based on team utilization and business unit financial performance
• Potential to replace cash compensation with equity incentives based on prior experience, role, preferences, etc.