Director, Client Accounting Services

Get AI-powered advice on this job and more exclusive features.

Director – Client Accounting Services (CAS)

Compensation: $150,000 – $220,000 (based on experience)

ABOUT THE POSITION:
We are seeking a growth-oriented and strategic Director to expand the Client Accounting Services (CAS) practice. This individual will focus on business development, client relationship management, and delivery of high-quality outsourced accounting services to a diverse client base.

• Drive new business development through networking, referrals, and strategic outreach.
• Serve as trusted advisor and relationship manager for a portfolio of clients, delivering insights on budgeting, forecasting, KPIs, and financial analysis.
• Oversee client deliverables including monthly close, financial reporting, compliance, and cash flow management.
• Identify cross-sell opportunities and ensure client retention through exceptional service.
• Lead, mentor, and grow a team of accounting professionals while ensuring efficient workflows and scalable processes.
• Partner with leadership and marketing to execute go-to-market strategies and expand the CAS practice.
• Implement quality control, maintain compliance, and contribute to internal process improvements.

• Bachelor’s degree in Accounting, Finance, or related field (CPA highly preferred).
• 10+ years of progressive accounting experience, including leadership in public accounting and/or outsourced accounting.
• Proven ability to generate new business, grow accounts, and build long-term client relationships.
• Strong financial acumen with experience advising small to mid-sized businesses.
• Proficiency with cloud-based accounting platforms (Quick Books Online, Net Suite, , Expensify, etc.).
• Strong leadership, communication, and presentation skills with an entrepreneurial mindset.