Managing Director - Outsourced Accounting Services; CAAS

Managing Director – Outsourced Accounting Services (CAAS)

A growing New England-based CPA and advisory firm is seeking a CPA with extensive public accounting and outsourced accounting experience to lead its Client Accounting & Advisory Services (CAAS) practice. This role is ideal for a senior accounting leader currently overseeing CAS/CAAS engagements, outsourced accounting teams, and middle-market client relationships within a CPA or advisory firm environment.

$200-250K annually, plus variable pay

• Lead all CAAS engagements, ensuring quality, efficiency, and profitability
• Serve as a strategic advisor to middle-market clients
• Drive business development, new client acquisition, and cross‑selling efforts
• Manage team performance, mentoring, staffing, and professional development
• Oversee KPIs, budgeting, forecasting, and full P&L responsibility for the practice
• Improve processes and leverage technology solutions, including Sage Intacct
• Partner with firm leadership on growth strategy, innovation, and market expansion

• CPA required; MBA preferred
• 10–15+ years of progressive public accounting and/or outsourced accounting experience
• Strong leadership experience managing hybrid teams
• Proven success in client advisory, business development, and practice growth
• Experience working with middle-market clients ($5M–$50M+ revenue)
• Advanced accounting systems and technology experience

• Competitive compensation with partner‑track potential
• Hybrid work flexibility
• Comprehensive benefits package
• Collaborative, growth‑oriented culture

This is an excellent opportunity for an experienced accounting leader looking to drive growth, lead a high‑performing team, and play a key role in shaping a growing advisory practice. For immediate interest, please reach out to Kelly Lucey at