What are the responsibilities and job description for the Managing Director – Client Advisory Services position at Daley And Associates, LLC?
Managing Director - Client Advisory Services
A growing New England-based accounting and advisory firm is seeking a Managing Director to lead its Client Accounting & Advisory Services (CAAS) practice. This leadership role combines client advisory, practice management, team leadership, and business development, with significant visibility across the firm.
Compensation: $200,000-250,000 variable pay
- Lead all CAAS engagements, ensuring quality, efficiency, and profitability
- Serve as a strategic advisor to middle-market clients
- Drive business development, new client acquisition, and cross-selling efforts
- Manage team performance, mentoring, staffing, and professional development
- Oversee KPIs, budgeting, forecasting, and full P&L responsibility for the practice
- Improve processes and leverage technology solutions, including Sage Intacct
- Partner with firm leadership on growth strategy, innovation, and market expansion
- CPA required; MBA preferred
- 10–15 years of progressive public accounting and/or outsourced accounting experience
- Strong leadership experience managing hybrid teams
- Proven success in client advisory, business development, and practice growth
- Experience working with middle-market clients ($5M–$50M revenue)
- Advanced accounting systems and technology experience
This is an excellent opportunity for an experienced accounting leader looking to drive growth, lead a high-performing team, and play a key role in shaping a growing advisory practice. For immediate interest, please reach out to Kelly Lucey at klucey@daleyaa.com
Salary : $200,000 - $250,000