OVERVIEW CPA firm seeking Director to expand our Client Accounting Services practice. This role will focus on both business development and client service delivery. RESPONSIBILITIES : Identify, pursue, and secure new client opportunities through networking, referrals, and strategic outreach. 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. Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff. QUALIFICATIONS : CPA 10+ 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.). Strong leadership presence and ability to mentor and grow a dynamic team.
Director Client Service • New York, NY, United States