Director of Client Accounting & Operations (Hybrid)

SustainableHR PEO & Recruiting; Milwaukee (WI); Hybrid; USD 105,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Health savings account

Life insurance

401(k) with employer matching

Paid time off

Job summary

SustainableHR PEO & Recruiting is seeking a Director of Client Accounting to lead service delivery for a growing technology-focused CPA firm. This hands-on leadership role combines accounting judgment with a passion for automation, AI, and better client service, working with business owners directly.

Hybrid in Madison, WI; Milwaukee, WI, or Chicago, IL candidates, resides in metro area, occasional in-person work.

Qualifications

• At least six years of accounting experience, including public accounting or CAS.
• Strong knowledge of month-end close, reconciliations, and accrual-basis accounting.
• Sound judgment reviewing financial data and resolving issues.
• Proactive in identifying problems and implementing improvements.
• Interest in automation and efficiency with examples of improvements.
• Strong Excel or Google Sheets skills.
• Ability to explain accounting concepts clearly to business owners.
• Balance hands-on accounting with client communication and operations.

Responsibilities

• Oversee the quality, timeliness, and consistency of client accounting services.
• Manage month-end close, reconciliations, and accrual-basis accounting for an assigned group of clients.
• Review financial information, investigate discrepancies, and apply sound judgment.
• Translate financial information into clear, practical guidance for business owners.
• Identify service issues and implement solutions.
• Lead systems and onboarding projects and drive automation initiatives.

Skills

Accounting expertise

Public accounting / CAS experience

Month-end close

Reconciliations

Excel / Google Sheets

Automation / process improvement

Communication with business owners

Tools

NetSuite

Zapier

Make

AI tools

Job description

SustainableHR PEO & Recruiting is seeking a Director of Client Accounting to lead service delivery for a growing technology-focused CPA firm. This hands-on leadership role combines accounting judgment with a passion for automation, AI, and better client service, working with business owners directly.

Hybrid in Madison, WI; Milwaukee, WI, or Chicago, IL candidates, resides in metro area, occasional in-person work.