Director / Partner – Client Accounting Services (CAS)

Job Overview

We are seeking an experienced Director or Partner – Client Accounting Services (CAS) to lead and grow a client accounting practice. This role combines business development, client advisory, and team leadership responsibilities.

The position focuses on delivering high-quality accounting and advisory services to a portfolio of clients while driving practice growth through new business development and client relationship management.

Key Responsibilities

• Identify and develop new Client Accounting Services (CAS) business opportunities
• Build and maintain strong relationships with clients and industry professionals
• Lead client engagements and serve as a trusted financial advisor
• Provide strategic guidance on budgeting, forecasting, and financial performance
• Oversee delivery of:
• Monthly close processes
• Financial reporting and analysis
• Cash flow management
• Compliance with accounting standards
• Ensure accuracy, timeliness, and quality of all client deliverables
• Manage and mentor a team of accounting professionals, including managers and staff
• Implement and improve accounting workflows, systems, and processes
• Support cross-functional collaboration and firm-wide initiatives
• Drive client retention and identify opportunities to expand services

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• 10+ years of progressive accounting experience, including leadership roles
• Experience in public accounting or outsourced accounting services (CAS)
• Proven ability to develop new business and manage client relationships
• Strong knowledge of financial reporting, accounting principles, and advisory services
• Experience working with small to mid-sized business clients
• Strong leadership, communication, and organizational skills

Preferred Qualifications

• CPA (Certified Public Accountant) designation
• Experience with cloud-based accounting platforms such as QuickBooks Online, NetSuite, or similar tools
• Experience leading teams and managing multiple client engagements
• Background in process improvement and technology-enabled accounting solutions

Skills

• Client Accounting Services (CAS)
• Financial Reporting and Analysis
• Budgeting and Forecasting
• Business Development
• Client Relationship Management
• Team Leadership and Mentoring
• Accounting Systems and Process Improvement

Work Environment

• Hybrid work model (combination of office and remote work)
• Collaborative and client-focused professional environment
• Opportunity to lead and grow a practice area

Pay: $200,000.00 - $500,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience:

• Business development and client service delivery: 7 years (Required)
• Accounting: 10 years (Required)
• Public accounting and/or outsourced accounting services: 5 years (Required)

License/Certification:

• CPA (Required)

Location:

• New York, NY (Preferred)

Ability to Relocate:

• New York, NY: Relocate before starting work (Required)

Work Location: On the road