Client Accounting Services - Director/Partner

Job Summary

The Strategic Director or Partner will lead and expand the Client Accounting Services (CAS) practice, combining business development with high-level client service delivery.

Job Function

• Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach.
• Develop customized proposals, pricing models, and engagement scopes to win new business.
• Build and maintain a strong personal and professional brand within the market and local business community.
• Partner with marketing and firm leadership to execute go-to-market strategies and grow the CAS practice.
• Drive client retention and expansion by identifying cross-sell opportunities and delivering exceptional client service.
• Serve as the strategic lead and primary relationship manager for a portfolio of key clients, acting as a trusted advisor.
• Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis.
• Oversee monthly close, financial reporting, cash flow management, and compliance for client accounts.

Job Requirements

• Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
• CPA highly preferred.
• 10+ years of progressive accounting experience, including leadership in public accounting and/or outsourced accounting services.
• Strong financial acumen and advisory experience with small to mid-sized businesses.
• Proficiency with cloud-based accounting platforms (e.g., QuickBooks Online, NetSuite, Bill.com, Expensify, etc.).