Director / Manager, Client Accounting & Advisory Services (CAS)

Stonepath; Dallas (TX); On-site; USD 160,000 - 225,000; Full time

Benefits offered by this job

Advisory-focused work

Direct client relationships

Work-life balance

Career growth opportunities

Job summary

Stonepath is seeking a Director / Manager for Client Accounting & Advisory Services in Dallas. This full-time role emphasizes growing client relationships and providing proactive advisory support to help clients leverage financial insights.

Ideal candidates have 7+ years of accounting experience, a strong understanding of financial statements, and are comfortable managing client relationships independently. Compensation ranges from $160k to $225k, with additional bonuses.

Qualifications

• 7+ years of accounting experience, preferably in public accounting or client accounting services.
• Strong understanding of financial statements and ability to communicate insights clearly.
• Comfortable managing client relationships independently.

Responsibilities

• Own client relationships.
• Provide proactive accounting and advisory support.
• Help clients use financial data to make smarter business decisions.

Skills

Accounting experience

Client communications

Financial reporting

Business advisory skills

Understanding of financial statements

Education

CPA or actively pursuing

Tools

QuickBooks Online

Bill.com

NetSuite

Job description

Title: Director / Manager, Client Accounting & Advisory Services (CAS)

Compensation: $160k - $225k Base + Bonus

Practice Area: Client Advisory Services, Accounting & Business Advisory

Type: Full-Time (On-site)

We’re partnered with a rapidly growing, advisory-focused CPA firm seeking to hire a Director / Manager, Client Accounting & Advisory Services (CAS) as its Dallas practice continues to expand.

The firm grew revenue by more than 70% from 2024 to 2025 and is known for combining modern technology with a deeply relationship-driven approach to serving business owners. In this role, you’ll own client relationships, provide proactive accounting and advisory support, and help clients use financial data to make smarter business decisions. It’s an exciting time to join a firm that’s redefining what accounting and advisory services can look like.

Responsibilities

• Own client relationships.
• Provide proactive accounting and advisory support.
• Help clients use financial data to make smarter business decisions.

Qualifications

• 7+ years of accounting experience (public accounting or CAS preferred)
• CPA or actively pursuing preferred (not required)
• Experience with monthly close, financial reporting, and client-facing work
• Strong understanding of financial statements and ability to communicate insights clearly
• Experience working with business owners or small to mid-sized companies
• Comfortable managing client relationships independently

Bonus Points

• Experience with QuickBooks Online, Bill.com, NetSuite, or similar tools
• Exposure to advisory services such as budgeting, cash flow analysis, or KPI reporting

What’s in it for you?

• Advisory-Focused Work – Go beyond bookkeeping into real business advisory and insight
• Direct Client Relationships – Own and grow a portfolio of clients
• Work-Life Balance – Stable hours with a predictable workload
• Career Growth – Opportunity to grow within a rapidly expanding CAS practice