Director​/Manager, Client Advisory Services; CAS

Title:

Director / Manager, Client Accounting & Advisory Services (CAS) Compensation: $160k - $225k Base + Bonus Practice Area:
Client Advisory Services, Accounting & Business Advisory Type:
Full-Time (On-site)

We’re partnered with a rapidly growing, advisory-focused CPA firm seeking to hire a Director / Manager, Client Accounting & Advisory Services (CAS) as its Dallas practice continues to expand.

The firm grew revenue by more than 70% from 2024 to 2025 and is known for combining modern technology with a deeply relationship-driven approach to serving business owners. In this role, you’ll own client relationships, provide proactive accounting and advisory support, and help clients use financial data to make smarter business decisions. It’s an exciting time to join a firm that’s redefining what accounting and advisory services can look like.

• Own client relationships.
• Provide proactive accounting and advisory support.
• Help clients use financial data to make smarter business decisions.

• 7+ years of accounting experience (public accounting or CAS preferred)
• CPA or actively pursuing preferred (not required)
• Experience with monthly close, financial reporting, and client-facing work
• Strong understanding of financial statements and ability to communicate insights clearly
• Experience working with business owners or small to mid-sized companies
• Comfortable managing client relationships independently

• Experience with Quick Books Online, , Net Suite, or similar tools
• Exposure to advisory services such as budgeting, cash flow analysis, or KPI reporting

• Advisory-Focused Work – Go beyond bookkeeping into real business advisory and insight
• Direct Client Relationships – Own and grow a portfolio of clients
• Work-Life Balance – Stable hours with a predictable workload
• Career Growth – Opportunity to grow within a rapidly expanding CAS practice