CAAS Director

About the role

We are seeking a strategic and entrepreneurial CAAS Director to lead this growing service line, drive client success, elevate our team, and shape the future of our advisory offerings.

Responsibilities

• Manage department resources and project scheduling with data-driven decision making to ensure accounts are properly staffed and aligned with demand.
• Develop and refine staffing models for core CAAS service offerings, optimizing collaboration between domestic and offshore teams.
• Oversee workflow management to meet deadlines, and deliver an exceptional client experience.
• Streamline key CAAS processes through clear and effective operating procedures that enhance efficiency, consistency, and employee engagement.
• Evaluate emerging accounting technologies and automation tools; recommend and implement solutions that improve accuracy, efficiency, and the client experience.
• Serve as the primary point of contact for firm leadership on CAAS-related initiatives and performance.
• Lead, manage, and hold team members accountable to firm goals; monitor utilization and workload to ensure consistent service quality.
• Coach, motivate, and upskill staff through ongoing feedback and performance guidance to support professional growth and engagement.
• Foster a culture of strong ownership, accountability, innovation, and continuous improvement.
• Conduct formal performance evaluations at least semi-annually and provide regular, constructive feedback throughout the year.
• Stay current on industry trends and market opportunities to identify strategic growth areas and potential partnerships.
• Oversee key client relationships, ensuring timely communication, service excellence, and strategic alignment.
• Conduct prospect meetings to assess client needs and design appropriately scoped, accurately priced, long-term CAAS engagements.
• Strengthen advisory relationships with clients by proactively identifying opportunities to expand services and support evolving business needs.

Qualifications

• Bachelor’s degree in Accounting
• 10+ years of general accounting experience
• 4+ years of experience training and supervising staff
• Deep understanding of accounting principles and advisory services
• Strategic people leader with a track record of building high-performing teams and driving a culture of accountability, continuous improvement, and client-focused excellence
• Strong critical-thinking, problem-solving, and analytical skills; able to identify root causes of complex issues and design practical, well-structured solutions
• Process-oriented, with an appreciation for standard operating procedures and the ability to create and refine SOPs
• Tech-savvy, quick to learn new tools and skilled in leveraging automation and AI to optimize processes
• Excellent communicator, both verbal and written; able to simplify complex accounting and finance concepts and uncover client needs, even when not fully articulated
• Strong soft skills in project and time management; highly organized, able to manage multiple priorities, and skilled at turning challenges into opportunities
• Proficient in accounting software; experience with QuickBooks preferred

Benefits

We offer a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• Commitment to Professional Development
• Community Involvement
• Optional Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com.

We provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. We hire and promote individuals solely based on qualifications for the position to be filled and business needs.