Principal CPA, Director of Client Accounting Services (CAS)

Revel CPA | The Creatives' CPA, savannah, ga, United States

Overview

We are seeking an experienced CPA to manage client relationships end-to-end, ensure we deliver on promises, identify opportunities, and provide strategic recommendations. You will be deeply connected to clients\' goals and passionate about helping entrepreneurs succeed. This is a full-time, remote role with opportunities to lead a team.

Responsibilities

Setting, Communicating, and Implementing Team Goals: Create a clear vision and strategic objectives for the client delivery team, using EOS principles to align and move forward.
Building a Positive, High-Performing Culture: Foster collaboration, inclusivity, and high performance within the Delivery Team.
Mentoring and Supporting the Team: Guide Senior Accountants to lead their Pods, nurture client relationships, and help team members grow in their roles.
Nurturing Client Relationships and Service Excellence: Maintain high client satisfaction, build strong relationships, uphold quality standards, and engage in proactive, strategic conversations about clients\' financial health and growth.
Measuring and Optimizing Performance: Use KPIs and other metrics to track team performance, ensure compliance, and make data-driven decisions to sustain excellence.
Continuously Improving Team Efficiency and Client Services: Seek ways to enhance effectiveness, streamline workflows, and explore new services to boost client growth.
Staying Ahead of Industry Changes and Innovating: Proactively monitor accounting rule updates and regulatory shifts, applying changes to stay compliant and identify opportunities to innovate for clients.

You\'ll have a flexible schedule, be able to work from anywhere, and participate in company benefit programs.

Qualifications / Qualities

Ability to be approachable yet professional in written and verbal communications
An avid student of the latest accounting rules, regulations, and guidelines
CPA with 8+ years of experience, primarily in public accounting with a variety of clients
passion for developing and empowering teams through coaching and mentoring
Comfortable in client-facing relationships and getting to know clients\' businesses and people
Detail-oriented with careful proofreading and accuracy in work
Excellent communication and proactive about deadlines
Comfortable working online, in cloud-based applications, and using various software tools
Discretion and protection of clients\' privacy and sensitive information
Proactive attitude and desire to find new and better ways to get work done
Get-it-done mindset to meet client deadlines and commitments
Experience with at least one cloud-based accounting platform (preferably Xero; could be QBO, Sage, Netsuite, etc.)
Familiarity with project management or practice management tools to track work and document accomplishments

Benefits & Perks

Joining our team includes an outstanding benefits package. You\'ll have a flexible schedule, be able to work-from-anywhere, and participate in company benefit programs. Compensation starts at $110k with potential bonuses based on goals and metrics. We offer healthcare, dental plans, a robust 401(k), and additional perks such as a Peloton membership and generous PTO to balance work and life.

Employment Details

Seniority level : Director

Employment type : Full-time

Job function : Accounting/Auditing and Finance

Industries : Accounting

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