Director or Partner - Client Accounting Services
About the Firm
A top-ranked New York-based CPA firm is seeking a dynamic Director/Partner of Client Accounting Services (CAS) to lead and expand its rapidly growing practice. Consistently recognized as one of the “Best of the Best” accounting firms in the country and a Best Place to Work in New York, it offers an exceptional platform for professionals who want to lead, innovate, and make a measurable impact.
Opportunity
This leadership role combines business development and client service delivery. The Director will build strong client relationships, grow the CAS practice, and oversee the delivery of high-quality accounting and advisory services for a diverse portfolio of clients. This is an opportunity to shape the future of the practice while working alongside some of the industry’s top professionals.
Key Responsibilities
- Oversee monthly close, financial reporting, cash flow management, and compliance for client accounts.
- Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis.
- Drive business growth by identifying, pursuing, and securing new CAS opportunities through networking, referrals, and strategic outreach.
- Develop tailored proposals, pricing models, and engagement scopes that win new business and strengthen client partnerships.
- Enhance client relationships through retention, expansion, and cross-sell opportunities—serving as a trusted advisor.
- Lead, mentor, and inspire a growing team of managers, seniors, and staff accountants.
- Implement scalable workflows, leveraging cloud-based accounting technology and automation.
- Maintain rigorous quality control while ensuring compliance with accounting standards.
- Contribute to firmwide leadership, including internal initiatives, training, and process improvements.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field; CPA highly preferred.
- 10+ years of accounting experience, with leadership roles in public accounting and/or outsourced accounting services.
- Demonstrated ability to generate new business, grow client accounts, and cultivate long-term relationships.
- Strong advisory experience working with small to mid-sized businesses.
- Expertise in cloud-based accounting platforms (QuickBooks Online, NetSuite, Bill.com, Expensify, etc.).
- Entrepreneurial mindset with exceptional communication, negotiation, and presentation skills.
- Proven leadership presence with the ability to mentor and develop high-performing teams.
Why Join
- Reputation & Recogni tion: Join one of the most respected CPA firms in the U.S., consistently ranked among the best for both client service and workplace culture.
- Leadership Opportu nity: Take ownership of a high-growth practice area with the support and resources of a top-tier firm.
- People-First Cul ture: Work in an environment that values collaboration, mentorship, and long-term professional growth.
- Cutting-Edge Techno logy: Leverage the latest cloud-based platforms and automation tools to deliver best-in-class client solutions.