Director, Bookkeeping and Client Accounting

Anderson Business Advisors; Las Vegas (NV); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid schedule

Onboarding program

Medical coverage

Dental coverage

Vision coverage

401(k) matching

Paid time off

Gym subsidy

Job summary

Anderson Business Advisors seeks a Director of Bookkeeping and Client Accounting in Las Vegas to lead the bookkeeping department, drive operational excellence, and deliver exceptional client experiences. You will standardize workflows, optimize AI-driven tools, OCR, and practice management software, and plan for scalable growth across onshore and offshore delivery models.

You will collaborate with cross-functional leaders to ensure quality, manage KPIs, budgets, and resources, and develop

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Minimum 10 years in bookkeeping, accounting services, or financial operations.
• At least 5 years in a senior leadership role.
• Experience leading large operational teams in a professional services, accounting, or bookkeeping environment.
• Experience implementing automation and workflow optimization initiatives.

Responsibilities

• Provide strategic leadership for the Bookkeeping department and develop leaders.
• Oversee daily bookkeeping operations with standardized workflows and quality expectations.
• Drive automation, AI-driven tools, OCR, and workflow improvements to increase efficiency.
• Partner with Client Success and Operations to resolve complex client issues and improve service quality.
• Lead workforce planning, KPI tracking, and regular business reviews to identify improvements.
• Manage departmental budgets, pricing support, and financial performance for Bookkeeping.

Skills

Strategic leadership

Operational excellence

Team development

Stakeholder management

Process improvement

Analytics

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Bachelor's degree in Business Administration

Tools

QuickBooks

Salesforce

Job description

Job PurposeThe Director of Bookkeeping and Client Accounting is responsible for leading the operational delivery, performance, and continuous improvement of Anderson Business Advisors' Bookkeeping services. This role oversees the Bookkeeping organization, ensuring consistent service quality, operational excellence, and scalable processes while delivering an exceptional client experience. The Director partners closely with cross-functional leaders to optimize workflows, drive workforce planning, improve operational performance, and support strategic initiatives that enhance the Bookkeeping service offering. This role is accountable for developing leaders, maintaining operational readiness, and ensuring the department is positioned for continued growth and success.Key ResponsibilitiesLeadership & Team DevelopmentProvide strategic leadership for the Bookkeeping department, ensuring alignment with company objectives and operational priorities.Lead, coach, and develop Bookkeeping Managers and Supervisors while fostering a culture of accountability, collaboration, and continuous improvement.Establish performance expectations and development plans for department leaders.Drive employee engagement, succession planning, and leadership development initiatives.Operational ExcellenceOversee daily bookkeeping operations to ensure consistent, accurate, and timely service delivery.Standardize workflows, operating procedures, and quality expectations across the department.Evaluate, implement, and optimize the department's technology stack (including AI-driven accounting tools, OCR data capture, and practice management software) to drive efficiency and reduce manual processing.Monitor departmental capacity and performance while ensuring operational readiness during peak periods.Drive continuous improvement initiatives focused on efficiency, automation, scalability, and quality.Service Delivery & Client ExperienceEnsure exceptional client service through consistent execution of bookkeeping processes and proactive issue resolution.Ensure bookkeeping deliverables are structurally optimized for entity frameworks (LLCs, S-Corps, Trusts) to allow a seamless transition to the Tax Department, minimizing year-end adjustments.Partner with Client Success and Operations teams to resolve complex client issues and improve the overall client experience.Monitor client satisfaction trends and implement initiatives that improve retention and service quality.Partner with IT, Legal, and Compliance teams to operationalize and enforce data security protocols, internal controls, and regulatory compliance standards across all bookkeeping workflows.Performance Management & Workforce PlanningOwn departmental KPIs, service levels, quality metrics, productivity, utilization, and operational reporting.Lead workforce planning activities, including staffing forecasts, hiring recommendations, and resource allocation.Conduct regular business reviews to evaluate operational performance and identify improvement opportunities.Utilize reporting and analytics to support data-driven operational decisions.Cross-Functional PartnershipPartner with Product, Technology, Finance, Client Success, and Shared Service Center leadership to support operational initiatives and new product implementations.Provide operational input into product enhancements and workflow improvements.Ensure successful implementation of new systems, processes, and operational changes.Optimize and scale a global delivery model, effectively balancing onshore and offshore resources to maximize operational efficiency, capacity, and cost-effectiveness.Financial & Business ManagementManage departmental budgets and operating expenses.Support pricing, profitability, and financial performance initiatives related to Bookkeeping services.Identify opportunities to improve operational efficiency while maintaining high service standards.Required QualificationsBachelor's degree in Accounting, Finance, Business Administration, or a related field.Minimum of 10 years of experience in bookkeeping, accounting services, or financial operations, including at least 5 years in a senior leadership role.Proven experience leading large operational teams within a professional services, accounting, or bookkeeping environment.Strong understanding of bookkeeping principles, financial reporting, and operational best practices.Demonstrated experience improving operational performance through process optimization, workforce planning, and performance management.Excellent leadership, communication, coaching, and stakeholder management skills.Ability to manage multiple priorities in a fast-paced, service-oriented environment.Experience with accounting software such as QuickBooks and operational systems including Salesforce or similar CRM platforms.Preferred QualificationsCPA designation or Bachelor's degree in Accounting strongly preferred.Master's degree in Business Administration, Accounting, or Finance.Experience leading hybrid US and offshore bookkeeping operations.Experience in a bookkeeping, accounting, tax advisory, or financial consulting organization.Experience implementing automation, workflow optimization, and operational transformation initiatives.Anderson Business Advisors is an award-winning workplace - voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.Anderson Advisors offers robust benefits including:Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.Plan for the future with a 401(k) matching programRecharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.Stay active with a $35 monthly gym membership subsidy.Please note that a full background check and drug screen are required for employment.