Client Accounting Services - Director/Partner

Our client is seeking a Strategic Director or Partner to lead and expand its Client Accounting Services (CAS) practice. This hybrid senior-level role combines business development with high-level client service delivery and is ideal for a proven leader who has successfully grown a book of business while overseeing complex accounting services for a diverse client base. The position plays a key role in driving market presence, strengthening client relationships, and scaling a high-performing CAS practice.

Job Function

• ]:pointer-events-auto scroll-mt-[calc(var(--header-height) min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id="request-WEB:c096c450-3833-4ca4-8d89-806a1e4d7be2-25" data-testid="conversation-turn-52" data-scroll-anchor="true" data-turn="assistant">
• 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.).
  
  
  

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

42359