Director, Outsourced Accounting & Client Advisory

CBIZ; San Francisco (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

CBIZ in San Francisco is seeking an experienced CPA with strong leadership to oversee client engagements, supervise monthly closes and deliverables, and deliver tailored financial guidance. You will manage client billing, monitor budgets and drive new business development while maintaining high-quality service across engagements.

The role requires a Bachelor's degree (Master's preferred), 8 years in public accounting, 6 years of supervisory experience, and proficiency with modern accounting

Qualifications

• Bachelor's degree required.
• 8 years of experience in public accounting or related field.
• 6 years of supervisory experience.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.

Responsibilities

• Oversee engagement teams and manage all aspects of client engagements.
• Supervise and review monthly closes and all deliverables, including financial statements, budgets, and audit preparations.
• Develop understanding of client operations, systems and controls to deliver tailored guidance.
• Travel based on client and business needs.

Skills

Authority/leadership

Time management

Communication (verbal & written)

Technology proficiency

Supervisory experience

Education

Bachelor's degree

Master's degree in accounting/tax

Tools

QBO

Sage Intacct

NetSuite

Yardi

BILL

Ramp

Gusto

Avalara

Job description

CBIZ in San Francisco is seeking an experienced CPA with strong leadership to oversee client engagements, supervise monthly closes and deliverables, and deliver tailored financial guidance. You will manage client billing, monitor budgets and drive new business development while maintaining high-quality service across engagements.

The role requires a Bachelor's degree (Master's preferred), 8 years in public accounting, 6 years of supervisory experience, and proficiency with modern accounting