Performance bonus, based on team utilization and business unit financial performance
Potential to replace cash compensation with equity incentives based on prior experience, role, preferences, etc.
Full Job Description
The Job
The Director of Client Advisory Services (CAS) is a senior leadership role responsible for overseeing and driving the success of the CAS department, which includes the Client Advisory Services, bookkeeping, payroll, outsourced CFO teams. This role ensures that the department delivers exceptional client-focused services, achieves operational excellence, and contributes to the firm's overall strategic objectives.
What do we need you to do?
Business Development
Lead marketing and commercial initiatives to drive growth of the CAS business through new client acquisition.
Support reporting on client growth, both driven by client volume and periodic price increases.
Strategic Leadership
Develop and execute the department's strategic plan in alignment with the organization's goals.
Set and communicate clear objectives for the CAS, bookkeeping, and payroll teams.
Identify and implement opportunities to enhance service offerings and expand client relationships.
Operational Management
Oversee the daily operations of the CAS, bookkeeping, and payroll teams to ensure efficiency and quality of service delivery.
Establish, monitor, and enforce policies, procedures, and best practices across the department.
Team Leadership and Development
Lead, mentor, and develop team members to foster a high-performing, collaborative culture.
Conduct regular performance evaluations and provide constructive feedback to staff.
Identify and support professional development opportunities for team members.
Client Relationship Management
Serve as a trusted advisor to key clients, offering strategic financial guidance.
Oversee the onboarding and retention of clients, ensuring consistent delivery of high-value services.
Financial Oversight
Monitor and manage the department's budget, profitability, and financial performance.
Collaborate with leadership to set pricing strategies and evaluate service profitability.
Analyze and report on key performance indicators (KPIs) to measure departmental success.
Qualifications for this position:
Bachelor's degree in Accounting, Finance, Business Administration, or a related field; CPA, CMA, or MBA preferred
7+ years of experience in client advisory services, public accounting, or related fields
3+ years in a leadership role (i.e., Manager-level or higher)
Proven expertise in managing and scaling a CAS business, including bookkeeping, payroll, and outsourced CFO services (must-have)
Strong understanding of financial systems, reporting, and compliance standards
Exceptional leadership, communication, and interpersonal skills
Proficiency in accounting software and tools (e.g., QuickBooks, Xero, payroll systems)
Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! If this sounds like what you're looking for, we encourage you to apply. Pay determined based on experience and education.
