Director of Client Advisory Services

Capstone; Bend (OR); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

401(k) match

Company-paid health, dental, vision

Flexible schedule

Life Insurance

Generous PTO

Relocation assistance

Performance bonus

Equity incentives (potential)

Job summary

Capstone is seeking a Director of Client Advisory Services to lead the CAS, bookkeeping, payroll teams, and outsourced CFO services. You will drive strategy, oversee daily operations, and ensure exceptional client-focused service and operational excellence.

This senior leader will partner with leadership on pricing strategies, profitability analysis, KPIs, and client growth initiatives while mentoring teams and acting as a trusted advisor to key clients.

Qualifications

• 7+ years in client advisory services or public accounting.
• 3+ years in a leadership role (Manager level or higher).
• Proven expertise in managing and scaling a CAS business, including bookkeeping, payroll, and outsourced CFO services.
• Strong understanding of financial systems, reporting, and compliance standards.

Responsibilities

• Lead marketing and commercial initiatives to drive growth of the CAS business.
• Develop and execute the department’s strategic plan in alignment with the organization’s goals.
• Oversee the daily operations of the CAS, bookkeeping, and payroll teams to ensure efficiency and quality of service delivery.
• Establish, monitor, and enforce policies, procedures, and best practices across the department.
• Lead, mentor, and develop team members and conduct regular performance evaluations.
• Serve as a trusted advisor to key clients and oversee onboarding/retention of clients.

Skills

Leadership

Client advisory

Strategic planning

Financial reporting

Relationship management

Communication

Education

Bachelor’s degree in Accounting, Finance, Business Administration, or related field

CPA, CMA, or MBA preferred

Tools

QuickBooks

Xero

Payroll systems

Job description

About Us

We are a multifaceted CPA firm that provides financial and tax planning to our business and personal clients by offering payroll, accounting, bookkeeping, auditing, and tax services. We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof.

The Job

The Director of Client Advisory Services (CAS) is a senior leadership role responsible for overseeing and driving the success of the CAS department, which includes the Client Advisory Services, bookkeeping, payroll, outsourced CFO teams. This role ensures that the department delivers exceptional client-focused services, achieves operational excellence, and contributes to the firm's overall strategic objectives.

What do we need you to do?

Business Development

• Lead marketing and commercial initiatives to drive growth of the CAS business through new client acquisition.
• Support reporting on client growth, both driven by client volume and periodic price increases.

Strategic Leadership

• Develop and execute the department’s strategic plan in alignment with the organization’s goals.
• Set and communicate clear objectives for the CAS, bookkeeping, and payroll teams.
• Identify and implement opportunities to enhance service offerings and expand client relationships.

Operational Management

• Oversee the daily operations of the CAS, bookkeeping, and payroll teams to ensure efficiency and quality of service delivery.
• Establish, monitor, and enforce policies, procedures, and best practices across the department.
  

Team Leadership and Development

• Lead, mentor, and develop team members to foster a high-performing, collaborative culture.
• Conduct regular performance evaluations and provide constructive feedback to staff.
• Identify and support professional development opportunities for team members.

Client Relationship Management

• Serve as a trusted advisor to key clients, offering strategic financial guidance.
• Oversee the onboarding and retention of clients, ensuring consistent delivery of high-value services.
  

Financial Oversight

• Monitor and manage the department’s budget, profitability, and financial performance.
• Collaborate with leadership to set pricing strategies and evaluate service profitability.
• Analyze and report on key performance indicators (KPIs) to measure departmental success.

Qualifications for this position

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field; CPA, CMA, or MBA preferred
• 7+ years of experience in client advisory services, public accounting, or related fields
• 3+ years in a leadership role (i.e., Manager-level or higher)
• Proven expertise in managing and scaling a CAS business, including bookkeeping, payroll, and outsourced CFO services (must-have)
• Strong understanding of financial systems, reporting, and compliance standards
• Exceptional leadership, communication, and interpersonal skills
• Proficiency in accounting software and tools (e.g., QuickBooks, Xero, payroll systems)

Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together!

Benefits

• 401(k) match
• 100% Company-Paid health, dental, vision insurance
• Flexible schedule
• Life Insurance
• Generous PTO
  
• Relocation assistance
• Performance bonus, based on team utilization and business unit financial performance
• Potential to replace cash compensation with equity incentives based on prior experience, role, preferences, etc.