Director, Accounting Advisory & Client Solutions

Financial Additions, Inc.; Dallas (TX); On-site; USD 100,000 - 150,000; Full time

Job summary

A financial advisory firm in Texas is seeking a Director of Accounting Advisory Services. In this leadership role, you will manage client relationships, develop strategic insights, and mentor a diverse team. The ideal candidate has a CPA designation and over 7 years of public accounting experience. Strong communication and leadership skills are essential. This position offers the opportunity to shape business strategies and enhance client service excellence.

Qualifications

• 7+ years' experience in public accounting and client services.
• Excellent interpersonal and verbal communication skills.
• Strong leadership, people management, and team building skills.

Responsibilities

• Manages client relationships, resolves complex issues, and provides strategic financial insights.
• Coaches, trains, and supports team members in client services and technical professional development.
• Leads the CAS team to meet the firm's targets for utilization, realization, and billable hours.
• Develops long and short-term plans and goals for the organization.

Skills

Leadership skills

Client relationship management

Interpersonal communication

Education

CPA

Job description

A financial advisory firm in Texas is seeking a Director of Accounting Advisory Services. In this leadership role, you will manage client relationships, develop strategic insights, and mentor a diverse team. The ideal candidate has a CPA designation and over 7 years of public accounting experience. Strong communication and leadership skills are essential. This position offers the opportunity to shape business strategies and enhance client service excellence.