CAAS Director

The Director of Client Accounting and Advisory Services (CAAS) is a high-level executive responsible for leading, scaling, and managing a CPA firm’s outsourced accounting and strategic fractional CFO/Controller advisory practice. This role transitions traditional compliance bookkeeping into a technology-driven, high-margin advisory service line.

• Role Title
  :
  Director / Managing Director – Client Accounting & Advisory Services (CAAS)
• Department
  :
  Advisory / Outsourced Accounting Services
• Reports To
  :
  Tax/Audit Partners or Chief Financial Officer (CFO)
• Primary Objective
  :
  Drive practice area growth, optimize service delivery, and act as a trusted advisor to mid-market business clients.

• P&L Responsibility
  :
  Manage the financial health, billing strategies, KPIs, and operational budget of the CAAS service line.
• Business Development
  :
  Identify, scope, and secure new client engagements while cross‑selling advisory services to existing tax/audit clients.
• Tech Stack Optimization
  :
  Evaluate, implement, and champion cloud‑based ecosystem tools like Quick Books Online, Sage Intacct, , and customized reporting dashboards.

• Fractional CFO Services
  :
  Deliver executive‑level financial guidance, including strategic planning, cash flow forecasting, budgeting, and capital structure advice.
• Performance Reporting
  :
  Design and present KPI metrics, performance cards, and automated financial narratives to client management and boards.
• Operational Oversight
  :
  Supervise complex client onboarding, monthly/quarterly closing workflows, and coordinate year‑end data for the firm’s tax department.

• Staff Mentorship
  :
  Recruit, train, and develop entry‑level to manager‑level domestic and offshore accounting professionals.
• Capacity Modeling
  :
  Design capacity and staffing matrix systems to accurately balance client tier demands with internal staff workloads.

• Bachelor’s Degree
  :
  Required in Accounting, Finance, or a related business domain.
• Certifications
  :
  Active Certified Public Accountant (CPA) license is highly preferred or mandatory depending on the firm's partner‑track alignment.

• Duration
  : 10+ years of progressive public accounting, outsourced accounting services (CAS/CAAS), or corporate controller/CFO experience.
• Client Management
  :
  Proven track record of managing middle‑market business relationships (typically clients ranging from $5M to $50M+ in annual revenue).
• Leadership
  :
  Minimum of 3–5 years supervising hybrid or distributed team environments.