Director, Client Accounting Services
Whitman Transition Advisors Job Community, New York, NY, United States
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Overview
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.
RESPONSIBILITIES
- 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.
QUALIFICATIONS
- 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 (QuickBooks Online, NetSuite, Bill.com, Expensify, etc.).
- Strong leadership, communication, and presentation skills with an entrepreneurial mindset.