Director of Client Advisory Services

Capstone; Boise (ID); Sur place; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

401(k) match

Company-paid health, dental, vision保险

Flexible schedule

Life Insurance

Generous PTO

Relocation assistance

Performance bonus

Equity incentives

Résumé du poste

Capstone seeks a Director of Client Advisory Services to lead the CAS department, including bookkeeping, payroll, and outsourced CFO services. You will drive strategy, foster client relationships, and ensure excellent service delivery.

You will oversee budgeting, pricing decisions, and KPIs, while mentoring a high-performing team and aligning CAS initiatives with the firm’s strategic goals.

Qualifications

• 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 (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.
• Exceptional leadership, communication, and interpersonal skills.
• Proficiency in accounting software and tools (QuickBooks, Xero, payroll systems).

Responsabilités

• Lead marketing and growth initiatives for CAS through new client acquisition.
• Develop and execute strategic plans aligned with the organization’s goals.
• Oversee daily operations of the CAS, bookkeeping, and payroll teams.
• Set objectives for the CAS, bookkeeping, and payroll teams.
• Mentor staff and conduct regular performance evaluations.
• Identify and support professional development opportunities for team members.
• Oversee onboarding and retention of clients with high-value services.
• Monitor budget, profitability, and KPIs for the department.

Connaissances

Leadership

Communication

Interpersonal skills

Formation

Bachelor’s degree in Accounting, Finance, Business Administration, or related; CPA, CMA, or MBA preferred

Outils

QuickBooks

Xero

Payroll systems

Description du poste

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.