Director, Client Accounting Services

Phaxis; Boca Raton (FL); On-site; USD 150,000 - 220,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

An established industry player is seeking a strategic Director to lead their Client Accounting Services practice. This role is pivotal for driving business development and ensuring exceptional client service delivery. The ideal candidate will have a robust background in accounting, a proven track record of building client relationships, and the ability to mentor a dynamic team. With a competitive compensation package, this position offers the chance to make a significant impact in a collaborative and growth-oriented environment. If you are passionate about financial advisory and client service, this is the opportunity for you.

Qualifications

• 10+ years of progressive accounting experience, including leadership in public accounting.
• Proven ability to generate new business and grow client accounts.

Responsibilities

• Identify and secure new CAS client opportunities through networking.
• Drive client retention and expansion by identifying cross-sell opportunities.

Skills

Business Development

Client Relationship Management

Financial Analysis

Leadership

Communication Skills

Negotiation Skills

Education

Bachelor’s degree in Accounting

CPA

Tools

QuickBooks Online

NetSuite

Bill.com

Expensify

Job description

3 days ago Be among the first 25 applicants

This range is provided by Phaxis. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $220,000.00/yr

Direct message the job poster from Phaxis

A New York City based CPA and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries is hiring for several tax and audit positions. The firm offers a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

We are seeking a growth-oriented and strategic Director to expand our Client Accounting Services (CAS) practice. This role will focus on both business development and client service delivery. The ideal candidate has a history of building client relationships, growing a book of business, and overseeing high-quality accounting services for a diverse portfolio of clients.

RESPONSIBILITIES:

• Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach.
• Develop tailored proposals, pricing models, and engagement scopes to win new business.
• Build and maintain a strong personal and professional brand within the market and community.
• Partner with marketing and leadership to execute go-to-market strategies and grow the CAS practice.
• Drive client retention and expansion by identifying cross-sell opportunities and ensuring exceptional client service.
• Serve as the strategic lead and relationship manager for a portfolio of key clients, acting as a trusted advisor.
• Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis.
• Oversee delivery of monthly close, financial reporting, cash flow management, and compliance for client accounts.
• Ensure timely, accurate, and value-added reporting and insights for all client deliverables.
• Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff.
• Implement efficient and scalable workflows, leveraging cloud-based technology and automation.
• Maintain quality control over deliverables and ensure compliance with applicable accounting standards.
• Contribute to overall firm leadership, including internal initiatives, training, and process improvements.

QUALIFICATIONS:

Education:

• Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
• CPA highly preferred.

Experience:

• 10+ years of progressive accounting experience, including leadership in public accounting and/or outsourced accounting services.
• Proven ability to generate new business, grow client accounts, and build long-term relationships.
• Strong financial acumen and advisory experience with small to mid-sized businesses.
• Proficiency with cloud-based accounting platforms (e.g., QuickBooks Online, NetSuite, Bill.com, Expensify, etc.).
• Entrepreneurial mindset with excellent communication, negotiation, and presentation skills.
• Strong leadership presence and ability to mentor and grow a dynamic team.

Compensation:

• Competitive compensation in the range of $150,000 to $220,000 based on the individual’s experience level.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Business Development

• Industries

  Accounting and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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