Director

Search Masters, Inc.; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

Search Masters, Inc., a top-ranked New York-based CPA firm, seeks a Director/Partner of Client Accounting Services to lead and expand its CAS practice.

This leadership role blends business development with client service delivery, overseeing a portfolio of clients and delivering high-quality accounting and advisory services.

Qualifications

• 10+ years of accounting experience with leadership roles in public accounting or outsourced services.
• Proven ability to generate new business and grow client accounts.
• Strong advisory experience with small to mid-sized businesses.
• Expertise in cloud-based accounting platforms (QBO, NetSuite, Bill.com, Expensify).

Responsibilities

• Oversee monthly close, financial reporting, cash flow management, and compliance.
• Provide high-level financial guidance including budgeting, forecasting, KPI development.
• Drive business growth by pursuing CAS opportunities through networking and referrals.
• Develop proposals, pricing models, and engagement scopes.
• Enhance client relationships through retention, expansion, and cross-sell.
• Lead, mentor, and inspire a growing team of managers, seniors, and staff accountants.
• Implement scalable workflows using cloud-based accounting technology.
• Maintain rigorous quality control and ensure accounting standards compliance.
• Contribute to firmwide leadership and process improvements.

Skills

Leadership

Business development

Client relationship management

Strategic outreach

Cloud-based accounting

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA certification preferred

Tools

QuickBooks Online

NetSuite

Bill.com

Expensify

Job description

Director or Partner - Client Accounting Services

About the Firm

A top-ranked New York-based CPA firm is seeking a dynamic Director/Partner of Client Accounting Services (CAS) to lead and expand its rapidly growing practice. Consistently recognized as one of the “Best of the Best” accounting firms in the country and a Best Place to Work in New York, it offers an exceptional platform for professionals who want to lead, innovate, and make a measurable impact.

The Opportunity

This leadership role combines business development and client service delivery. The Director will build strong client relationships, grow the CAS practice, and oversee the delivery of high-quality accounting and advisory services for a diverse portfolio of clients. This is an opportunity to shape the future of the practice while working alongside some of the industry’s top professionals.

Key Responsibilities

• Oversee monthly close, financial reporting, cash flow management, and compliance for client accounts.
• Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis.
• Drive business growth by identifying, pursuing, and securing new CAS opportunities through networking, referrals, and strategic outreach.
• Develop tailored proposals, pricing models, and engagement scopes that win new business and strengthen client partnerships.
• Enhance client relationships through retention, expansion, and cross-sell opportunities—serving as a trusted advisor.
• Lead, mentor, and inspire a growing team of managers, seniors, and staff accountants.
• Implement scalable workflows, leveraging cloud-based accounting technology and automation.
• Maintain rigorous quality control while ensuring compliance with accounting standards.
• Contribute to firmwide leadership, including internal initiatives, training, and process improvements.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; CPA highly preferred.
• 10+ years of accounting experience, with leadership roles in public accounting and/or outsourced accounting services.
• Demonstrated ability to generate new business, grow client accounts, and cultivate long-term relationships.
• Strong advisory experience working with small to mid-sized businesses.
• Expertise in cloud-based accounting platforms (QuickBooks Online, NetSuite, Bill.com, Expensify, etc.).
• Entrepreneurial mindset with exceptional communication, negotiation, and presentation skills.
• Proven leadership presence with the ability to mentor and develop high-performing teams.

Why Join

• Reputation & Recognition: Join one of the most respected CPA firms in the U.S., consistently ranked among the best for both client service and workplace culture.
• Leadership Opportunity: Take ownership of a high-growth practice area with the support and resources of a top-tierfirm.
• People-First Culture: Work in an environment that values collaboration, mentorship, and long-term professional growth.
• Cutting-Edge Technology: Leverage the latest cloud-based platforms and automation tools to deliver best-in-class client solutions.