Summary
The Director of Client Accounting Services oversees the firm’s bookkeeping operations and leads the CAS team. This role is responsible for delivering high-quality financial reporting, managing client relationships, and ensuring team members are supported, trained, and aligned with firm goals. The Director plays a key role in process improvement, internal collaboration, and client satisfaction.
Key Responsibilities
- Oversee the delivery of client accounting services, including reconciliations, financial reporting, payroll, and ongoing maintenance
- Lead and manage the CAS team, including performance feedback, training, and staff development
- Ensure accuracy and timeliness of monthly, quarterly, and annual financial reports
- Maintain strong client relationships and act as the point of contact for escalated bookkeeping matters
- Identify growth opportunities to add clients or other billable work
- Develop and refine internal processes to improve workflow efficiency and quality control
- Collaborate with tax and admin teams to ensure coordinated client service
- Review onboarding of new clients and confirm proper setup of workflows and expectations
- Support the implementation of new software tools and ensure best practices are followed
- Promote the firm’s values and create a positive, professional team culture
- Lead business development initiatives within the CAS department, identifying opportunities to expand client services and strengthen existing relationships
Software Knowledge & Expectations
- Understanding of QuickBooks Online and QuickBooks Desktop, including cleanup and troubleshooting
Skills and Qualifications
- Bachelor’s degree in Accounting or related field (required)
- CPA or similar credential a plus, but not required.
- 7+ years of bookkeeping/accounting experience, with at least 3 in a supervisory role
- Strong knowledge of small business accounting, payroll, and financial reporting
- Ability to manage a team and provide guidance on best practices
- Excellent communication and client service skills
- Process-oriented with a focus on accuracy, timeliness, and efficiency
Pay: $100,000.00 - $160,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
