Practice Leader (CPA)

Focus AI; New York (NY); Remote; USD 150,000 - 225,000; Full time

Job summary

A leading company in technology is seeking a Practice Leader (CPA) to oversee the evaluation, acquisition, and management of an accounting practice. This senior role requires an experienced CPA with proven leadership skills to drive business development, client relationships, and operational excellence. The successful candidate will lead the transition processes and ensure compliance with professional standards while fostering strategic growth.

Benefits

Comprehensive benefits package including health, dental, and vision insurance

Performance-based incentive compensation

Professional development and continuing education support

Qualifications

• CPA certification (active and in good standing) required.
• 8+ years of progressive public accounting experience needed.
• 3+ years of practice management or senior leadership experience.

Responsibilities

• Conduct due diligence and evaluation of target accounting practices.
• Lead integration of acquired practices into the portfolio.
• Oversee day-to-day operations and client relationships.

Skills

Financial analysis

Client relationship management

Strategic thinking

Communication

Team management

Education

CPA certification

8+ years of public accounting experience

Tools

Accounting software

Practice management systems

Job description

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Base pay range

$150,000.00/yr - $225,000.00/yr

Location: Remote / New York

Employment Type: Full-time

Compensation: $150,000 - $225,000

Position Overview

We are seeking an experienced CPA to assist in the evaluation, acquisition, and management of a targeted accounting practice in partnership with the Round Hill Partners' investment team. This senior-level role combines strategic assessment, operational leadership, and practice management responsibilities. The successful candidate will lead the evaluation process, oversee the transition, and ultimately run the acquired firm as Practice Leader.

Key Responsibilities

Due Diligence & Evaluation

• Conduct comprehensive financial and operational assessments of target accounting practices
• Analyze client portfolios, revenue streams, and growth opportunities
• Evaluate existing staff capabilities, technology infrastructure, and operational processes
• Prepare detailed acquisition recommendations and integration plans
• Collaborate with leadership team on valuation and negotiation strategies
  
  

Transition Management

• Lead the integration of acquired practices into our portfolio
• Develop and execute transition plans to ensure seamless client service continuity
• Assess and optimize existing team structures and capabilities
• Implement standardized processes, procedures, and quality controls
• Manage technology system integrations and upgrades
  
  

Practice Leadership

• Serve as managing partner/leader of the acquired practice
• Oversee day-to-day operations, client relationships, and service delivery
• Manage and develop existing staff, including performance evaluations and professional development
• Drive business development initiatives and client retention strategies
• Ensure compliance with professional standards and regulatory requirements
• Develop and monitor key performance indicators and financial metrics
  
  

Strategic Growth

• Identify opportunities for service expansion and revenue growth
• Build and maintain strong client relationships across all service lines
• Develop referral networks and business development partnerships
• Implement best practices and process improvements
• Support corporate initiatives and reporting requirements
  
  

Preferred Qualifications

• CPA certification (active and in good standing)
• 8+ years of progressive public accounting experience
• 3+ years of practice management or senior leadership experience
• Proven track record in business development and client relationship management
• Experience with mergers, acquisitions, or practice transitions preferred
• Strong financial analysis and due diligence capabilities
  
  

Technical Skills

• Expertise in tax preparation, compliance, and planning
• Proficiency with accounting software and practice management systems
• Experience with financial statement preparation and review/audit procedures
• Knowledge of regulatory compliance requirements
• Advanced Excel and financial modeling skills
  
  

Leadership & Soft Skills

• Exceptional leadership and team management abilities
• Strong communication and presentation skills
• Strategic thinking and problem-solving capabilities
• Ability to manage multiple priorities in a fast-paced environment
• Tech forward mindset with focus on growth and profitability
• Change management experience
  
  

What We Offer

• Competitive salary commensurate with experience ($150K - $225K)
• Performance-based incentive compensation
• Comprehensive benefits package including health, dental, and vision insurance
• Professional development and continuing education support
  
  

Reporting Structure

This position reports directly to the Round Hill Partners' Managing Partner and will have full operational authority over the acquired practice, including staff management, client relationships, and strategic direction.

Compensation Range: $150K - $225K

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Technology, Information and Internet

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