Client Advisory Director, Outsourced Accounting

CBIZ; San Francisco (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

CBIZ is seeking a senior accounting professional to lead engagement teams, ensure high‑quality service for clients, and supervise deliverables including financial statements and audit preparations. You will develop deep client insights, manage budgets, and maintain strong relationships across client leadership.

The role emphasizes leveraging cloud accounting platforms, process improvements, and strategic advisory; travel may be required.

Qualifications

• 8+ years in public accounting or related field.
• 6+ years of supervisory experience.
• Ability to manage deadlines and prioritize multiple assignments.
• Proficient with applicable technology.
• Excellent verbal and written communication.

Responsibilities

• Oversee engagement teams and manage client engagements.
• Supervise and review monthly closes and deliverables.
• Develop understanding of client operations and controls to deliver tailored solutions.
• Ensure timely delivery of work with high quality.
• Manage client billing and monitor overruns; propose additional billing.
• Support client development and cross-selling opportunities.

Skills

Client engagement

Leadership

Billing management

Communication

Education

Master’s degree in accounting, taxation or related field

CPA certification

Bachelor's degree

Tools

QBO

Sage Intacct

NetSuite

Yardi

Gusto

Avalara

Remote collaboration tools

Job description

CBIZ is seeking a senior accounting professional to lead engagement teams, ensure high‑quality service for clients, and supervise deliverables including financial statements and audit preparations. You will develop deep client insights, manage budgets, and maintain strong relationships across client leadership.

The role emphasizes leveraging cloud accounting platforms, process improvements, and strategic advisory; travel may be required.