What are the responsibilities and job description for the Client Advisory Services Director position at Premier Financial Search?
Client Advisory Services continues to be a strategic focus for many firms, creating opportunities for experienced leaders to make a meaningful impact.
Our client is seeking a Director to lead and grow its CAS practice, with responsibility for developing the team, strengthening client relationships, and helping shape the future of the department.
Responsibilities
- Lead the overall direction, growth, and strategic planning of the CAS department
- Build, mentor, and develop managers and team members to support a collaborative and high-performing culture
- Maintain strong relationships with key clients while serving as a trusted business advisor
- Oversee the delivery of outsourced accounting and advisory services to ensure quality and efficiency
- Identify opportunities to improve workflows, enhance processes, and implement technology solutions
- Partner with firm leadership on budgeting, pricing strategies, and practice growth initiatives
- Drive business development efforts through client expansion, referrals, and new relationships
- Monitor department performance metrics, profitability, and engagement success across the practice
Qualifications
- Bachelor's or Master's degree in Accounting, Finance, Business, or a related field
- 10 years of experience in accounting and Client Advisory Services
- 5 years of leadership experience managing teams and client relationships
- Proven track record of growing and managing a successful CAS practice
- CPA designation highly preferred
- Strong knowledge of accounting operations, financial reporting, and payroll tax compliance
- Excellent communication, leadership, and relationship management skills
- Ability to lead operational improvements and leverage technology to increase efficiency
Compensation
Compensation ranges from $165,000–$200,000 annually, depending on experience.
Application Process
Please send your resume in Word format to:
Kayla Tusler
Premier Financial Search
kayla@pfssearch.com
www.pfssearch.com
Let's Connect & Explore Your Options
We are actively hiring for a range of opportunities with CPA and Business Management firms nationwide. If this specific role isn't the right fit, we'd still love to connect and help you explore opportunities that align with your experience and long-term career goals.
Salary : $165,000 - $200,000