Client Advisory Services Director

Premier Financial Search; Wisconsin; On-site; USD 165,000 - 200,000; Full time

Job summary

Premier Financial Search is seeking an experienced Director of Client Advisory Services to lead the CAS practice. You will shape strategy, grow the team, and deepen client relationships while driving operational excellence.

The ideal candidate has 10+ years in accounting and CAS with 5+ years in leadership, and a CPA is highly preferred. This role focuses on delivering outsourced accounting and advisory services with a client-centric, growth-minded approach.

Qualifications

• Bachelor's or Master's degree in accounting/finance/business.
• 10+ years in accounting and client advisory services.
• 5+ years of leadership experience managing teams and client relationships.
• CPA designation highly preferred.
• Strong knowledge of accounting operations, financial reporting, and payroll tax compliance.
• Excellent communication, leadership, and relationship management skills.
• Ability to lead operational improvements and leverage technology to increase efficiency.

Responsibilities

• Lead the overall direction, growth, and strategic planning of the CAS department.
• Build, mentor, and develop managers and team members to support a collaborative and high-performing culture.
• Maintain strong relationships with key clients while serving as a trusted business adviser.
• Oversee the delivery of outsourced accounting and advisory services to ensure quality and efficiency.
• Identify opportunities to improve workflows, enhance processes, and implement technology solutions.
• Partner with firm leadership on budgeting, pricing strategies, and practice growth initiatives.
• Drive business development efforts through client expansion, referrals, and new relationships.
• Monitor department performance metrics, profitability, and engagement success across the practice.

Skills

Leadership

Client advisory

Strategic planning

Relationship management

Process improvement

Technology enablement

Education

Bachelor's or Master's degree in Accounting/Finance/Business

Job description

Premier Financial Search is representing a growing CPA firm seeking an experienced Director of Client Advisory Servicesto take a key leadership role within its CAS practice. This is an opportunity to have a direct impact on the future of the department, with the autonomy to develop a strong team, deepen client relationships, improve operations, and drive continued growth.

The ideal candidate is an experienced CAS leader who enjoys both the strategic and people side of the business and is excited by the opportunity to help build and shape a practice rather than simply maintain one.

Responsibilities

• Lead the overall direction, growth, and strategic planning of the CAS department.
• Build, mentor, and develop managers and team members to support a collaborative and high-performing culture.
• Maintain strong relationships with key clients while serving as a trusted business advisor.
• Oversee the delivery of outsourced accounting and advisory services to ensure quality and efficiency.
• Identify opportunities to improve workflows, enhance processes, and implement technology solutions.
• Partner with firm leadership on budgeting, pricing strategies, and practice growth initiatives.
• Drive business development efforts through client expansion, referrals, and new relationships.
• Monitor department performance metrics, profitability, and engagement success across the practice.

Qualifications

• Bachelor's or Master's degree in Accounting, Finance, Business, or a related field.
• 10+ years of experience in accounting and Client Advisory Services.
• 5+ years of leadership experience managing teams and client relationships.
• Proven track record of growing and managing a successful CAS practice.
• CPA designation highly preferred.
• Strong knowledge of accounting operations, financial reporting, and payroll tax compliance.
• Excellent communication, leadership, and relationship management skills.
• Ability to lead operational improvements and leverage technology to increase efficiency.

Compensation

$165,000 to $200,000 annually, depending on experience.