Director - Client Accounting Services (cpa firm)

New Yesterday

OVERVIEW CPA firm seeking Director to expand our Client Accounting Services practice. This role will focus on both business development and client service delivery. RESPONSIBILITIES: Identify, pursue, and secure new client opportunities through networking, referrals, and strategic outreach. Serve as the strategic lead and 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 delivery of monthly close, financial reporting, cash flow management, and compliance for client accounts. Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff. QUALIFICATIONS: CPA 10+ years of progressive accounting experience, including leadership in public accounting and/or outsourced accounting services. Proven ability to generate new business, grow client accounts, and build long-term relationships. 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.). Strong leadership presence and ability to mentor and grow a dynamic team.
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Location:
New York
Job Type:
FullTime

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