Director/Principal, Client Accounting Services

Anchin; New York (NY); Hybrid; USD 200,000 - 500,000; Full time

Job summary

Anchin, a New York City–based CPA and consulting firm, seeks a growth-oriented Director/Principal to lead the Client Accounting Services practice. The role combines business development with high‑quality client-service delivery for a diverse client portfolio.

Lead the monthly close, financial reporting, cash flow management, and compliance while mentoring a growing team of accounting professionals. Hybrid New York-based role with client interaction.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA required.
• 15+ years of progressive accounting experience including leadership in public accounting or outsourced services.
• Proficiency with cloud-based accounting platforms such as QuickBooks Online, NetSuite, Bill.com, Expensify.

Responsibilities

• Identify, pursue, and secure new CAS client opportunities.
• Develop tailored proposals, pricing models, and engagement scopes.
• Build and maintain a strong personal and professional brand in the market.

Skills

Leadership

Business development

Client relationships

Financial advisory

Communication

Negotiation

Presentation

Education

BA/BS in Accounting or Finance

CPA

Tools

QuickBooks Online

NetSuite

Bill.com

Expensify

Job description

Title: Director/Principal, Client Accounting Services (CAS)

Department: Client Accounting Services (CAS)

Supervises: Senior Managers and below

Role Type: Full-time

Location: New York, NY (Hybrid)

ABOUT THE COMPANY:

Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

ABOUT THE POSITION:

We are looking for a growth-oriented, strategic Director or Principal to expand our Client Accounting Services (CAS) practice. This role will focus on both business development and client service delivery. The ideal candidate has a history of building client relationships, growing a book of business, and overseeing high-quality accounting services for a diverse portfolio of clients.

RESPONSIBILITIES:

• Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach.
• Develop tailored proposals, pricing models, and engagement scopes to win new business.
• Build and maintain a strong personal and professional brand within the market and community.
• Partner with marketing and leadership to execute go-to-market strategies and grow the CAS practice.
• Drive client retention and expansion by identifying cross-sell opportunities and ensuring exceptional client service.
• Serve as the strategic lead and relationship manager for a portfolio of key clients, acting as a trusted advisor.
• Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis.
• Oversee delivery of monthly close, financial reporting, cash flow management, and compliance for client accounts.
• Ensure timely, accurate, and value-added reporting and insights for all client deliverables.
• Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff.
• Implement efficient and scalable workflows, leveraging cloud-based technology and automation.
• Maintain quality control over deliverables and ensure compliance with applicable accounting standards.
• Contribute to overall firm leadership, including internal initiatives, training, and process improvements.

QUALIFICATIONS:

Education:

• Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
• CPA required.

Experience:

• 15+ years of progressive accounting experience, including leadership in public accounting and/or outsourced accounting services.
• Proven ability to generate new business, grow client accounts, and build long-term relationships.
• Strong financial acumen and advisory experience with small to mid-sized businesses.
• Proficiency with cloud-based accounting platforms (e.g., QuickBooks Online, NetSuite, Bill.com, Expensify, etc.).
• Entrepreneurial mindset with excellent communication, negotiation, and presentation skills.
• Strong leadership presence and ability to mentor and grow a dynamic team.

Compensation:

• Competitive compensation in the range of $200,000 - $500,000+ based on the individual’s experience level.

Anchin provides comprehensive benefits, which you can view here.

Attributes:

• Accountability: Follows through on commitments, even requiring some personal sacrifice, promotes a sense of urgency.
• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively, responds to requests in a timely and professional manner.
• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally, builds effective working relationships and interacts courteously.
• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
• Action Oriented: Proactively seeks out new and challenging work.
• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at [e-mail]