The Director of Client Accounting & Advisory (US) is senior accounting and advisory leader who can own the client accounting function from completed workpapers through client delivery. This is not a senior bookkeeper or back-office preparation role. The Director will be the technical and client-service owner of the month-end close, supervise the accounting team, communicate results directly to clients, develop practical financial insights and recommendations, and support the firm owner with research and advisory work.
Work Schedule: 10:00 p.m. to 7:00 a.m.; Monday-Friday
Work Setup: Hybrid
Job Responsibilities:
- Own the monthly and quarterly close calendar across the client portfolio and ensure every engagement is completed accurately and on time.
- Perform final review of bank and credit-card reconciliations, balance-sheet workpapers, journal entries, financial statements, and supporting schedules.
- Identify unusual balances, accounting errors, missing information, cash-flow concerns, margin changes, and other matters requiring action.
- Resolve routine accounting issues independently and document conclusions clearly.
- Prepare and deliver monthly or quarterly financial statements, management commentary, and client questions without requiring the owner to serve as the communication conduit.
- Explain month-end results to clients in clear business language, including what changed, why it matters, and where action may be needed.
- Own routine client communication related to the close, missing information, reporting, payroll, and follow-up items.
- Supervise, coach, and review the work of the Client Accounting Operations Manager and associate accountants.
- Maintain strong close checklists, workpaper standards, SOPs, deadlines, and quality-control practices across multiple clients.
- Lead or oversee QuickBooks Online cleanup, implementation, chart-of-accounts redesign, and accounting process improvement projects.
- Prepare cash-flow projections, budgets, KPI reporting, profitability analyses, and decision-support schedules for advisory clients.
- Turn financial results into practical suggestions and strategies that can improve cash flow, profitability, operations, and sustainable growth.
- Prepare meeting agendas, financial observations, recommended action items, and post-meeting follow-up for advisory engagements.
- Research payroll, accounting, financial, and general business questions; summarize the relevant facts and provide a practical recommended response.
- Respond directly to clients on routine payroll and business questions within the role’s competence, escalating legal, tax, high-risk, or relationship-sensitive matters appropriately.
- Escalate significant accounting judgments, sensitive client issues, and strategic recommendations with a concise analysis and proposed resolution.
- Develop and prepare client-specific recommendations and strategic action plans based on financial results, reviewing proposed guidance with firm leadership prior to client meetings, with the goal of ultimately leading the presentation of recommendations directly to clients.
What will make you a great fit:
- Bachelor’s degree in accounting or similar field
- At least 7 years of progressive accounting experience, including meaningful experience serving multiple U.S. clients in a public-accounting, outsourced-accounting, CAS, or fractional-controller environment.
- At least 3 years reviewing the work of other accountants and providing clear, actionable review notes.
- Prior experience with a U.S. CPA firm and direct responsibility for client relationships.
- Experience with management reporting, budgeting, cash-flow forecasting, KPI analysis, or fractional-CFO support.
- Demonstrated ownership of month-end close and financial-statement delivery for multiple entities or clients.
- Advanced QuickBooks Online knowledge, including reconciliations, journal entries, payroll integrations, balance-sheet cleanup, classes or locations, and management reporting.
- Strong understanding of U.S. GAAP and practical accounting for privately held service businesses.
- Demonstrated ability to interpret financial results, identify business implications, and develop practical recommendations for improvement or growth.
- Strong research skills and the ability to respond thoughtfully to payroll, accounting, and general business questions.
- Experience leading a remote team, managing deadlines, and maintaining accountability across a recurring client portfolio.
- Ability to work independently, research unfamiliar issues, recommend a solution, and know when escalation is appropriate.
- Excellent written and spoken English, with the judgment and confidence to communicate directly with U.S. business owners.
- Reliable technology, internet access, and availability for substantial overlap with U.S. Central Time.
What’s in it for you?
- Competitive salary + non-taxable allowances
- Health & wellness benefits to keep you at your best
- Paid vacation and sick leave credits
- Yearly performance bonusesFREE meals on office days
- Parent-friendly office
- Training, certifications & CPD assistance
- Fun employee activities all year round
Due to the volume of applications we receive, only shortlisted candidates will be contacted for the next steps. All applications will be kept in our talent pool and may be considered for future opportunities that align with the candidate’s qualifications and experience.