Director of Client Accounting & Advisory Services

Johnson Block and Company, Inc.; Town of Middleton (WI); On-site; USD 120,000 - 180,000; Full time

Job summary

Johnson Block & Company is seeking an experienced leader to guide the Client Accounting & Advisory Services (CAS) practice, delivering outsourced accounting, controller, CFO, and advisory services to Wisconsin businesses. The Director will build client relationships, develop staff, and drive growth, partnering with firm leadership to shape CAS strategy and operations with potential for future advancement.

This role emphasizes leadership, collaboration, and process improvement through technology

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 8+ years of progressive accounting experience.
• Experience managing client relationships and professional staff.
• Experience preparing and reviewing financial statements.
• Strong leadership, communication, and relationship-building skills.
• Ability to manage multiple priorities and deadlines.

Responsibilities

• Lead the strategic direction and growth of the CAS practice.
• Collaborate with firm leadership to develop and execute departmental goals.
• Monitor performance, profitability, and key metrics.
• Identify opportunities to enhance services and support client needs.
• Contribute to firm-wide strategic initiatives.
• Serve as a trusted advisor on complex accounting engagements.
• Help clients make informed financial and operational decisions.
• Identify opportunities to provide additional value through advisory services.
• Build and maintain strong client relationships.
• Support the continued growth of the CAS practice.
• Develop relationships with referral sources and professional networks.
• Represent the firm through networking and professional involvement.
• Collaborate with other service lines to identify client opportunities.
• Coach, mentor, and develop team members.
• Foster a collaborative environment and knowledge sharing.
• Manage staffing, workload, and capacity planning.
• Oversee department workflows and service delivery processes.
• Promote the use of technology, automation, and AI tools.
• Evaluate solutions to improve efficiency and client service.

Skills

Leadership

Client relationships

Communication

Prioritization

Education

Bachelor's degree in Accounting/Finance

Job description

• Location 9701 Brader Way,STE 202,Middleton, WI, 53562,United States

Director of Client Accounting & Advisory Services

Location: Middleton, Mineral Point, La Crosse, or Viroqua, Wisconsin

Join the Johnson Block Team

Johnson Block & Company is seeking an experienced leader to help guide and grow our Client Accounting & Advisory Services (CAS) practice.

This role offers the opportunity to work alongside a talented team of professionals providing outsourced accounting, controller, CFO, and advisory services to businesses throughout Wisconsin. We are looking for someone who enjoys building relationships, developing people, supporting clients, and contributing to the continued success of the department and firm.

The ideal candidate is a trusted advisor, collaborative leader, and strategic thinker who can help strengthen client service, support team development, and identify opportunities for growth and innovation. This position works closely with firm leadership and offers potential for future Principal or Partner advancement.

Why Johnson Block?

At Johnson Block, we believe great client service starts with great teams. We are committed to providing an environment where professionals can collaborate, grow, and make a meaningful impact on our clients, communities, and each other. This role offers the opportunity to help shape the future of our CAS practice while supporting a strong team and an exceptional client experience.

Requirements

Qualifications Required

• Bachelor's degree in Accounting, Finance, or related field.
• 8+ years of progressive accounting experience.
• Experience managing client relationships and professional staff.
• Experience preparing and reviewing financial statements.
• Strong leadership, communication, and relationship-building skills.
• Ability to manage multiple priorities and deadlines.

Preferred

• CPA designation preferred; but not required.
• Public accounting experience.
• Experience in Client Accounting Services, outsourced accounting, controller, CFO, or advisory services.
• Experience with budgeting, forecasting, and cash flow analysis.
• Experience with business development and practice growth initiatives.
• Experience leading teams and developing professionals.

Summary

Primary Responsibilities

Practice Leadership

• Lead the strategic direction and growth of the CAS practice.
• Collaborate with firm leadership and team members to develop and execute departmental goals.
• Monitor performance, profitability, and key metrics.
• Identify opportunities to enhance services and support client needs.
• Contribute to firm-wide strategic initiatives.

Client Advisory Services

• Serve as a trusted advisor on complex accounting, controller, and CFO engagements.
• Help clients make informed financial and operational decisions.
• Identify opportunities to provide additional value through advisory services.
• Build and maintain strong client relationships.

Business Development

• Support the continued growth of the CAS practice.
• Develop relationships with referral sources, including bankers, attorneys, and business advisors.
• Represent the firm through networking, community involvement, and professional organizations.
• Collaborate with tax, audit, and consulting teams to identify client opportunities.
• Support the growth and success of team members through coaching, mentoring, and professional development.
• Foster a collaborative environment that encourages learning and knowledge sharing.
• Help develop skills and leadership capabilities across the department.
• Manage staffing, workload balance, and capacity planning.

Operational Excellence & Innovation

• Oversee department workflows and service delivery processes.
• Collaborate with team members to maintain and enhance onboarding and month-end close procedures.
• Promote the effective use of technology, automation, and AI tools.
• Evaluate solutions that improve efficiency, scalability, and client service.