Title: Director/Principal, Client Accounting Services (CAS)
Department: Client Accounting Services (CAS)
Supervises: Senior Managers and below
Role Type: Full-time
Location: New York, NY (Hybrid)
ABOUT THE POSITION:We are looking for a growth-oriented, strategic Director or Principal to expand our Client Accounting Services (CAS) practice. This role will focus on both business development and client service delivery. The ideal candidate has a history of building client relationships, growing a book of business, and overseeing high-quality accounting services for a diverse portfolio of clients.
RESPONSIBILITIES:- Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach.
- Develop tailored proposals, pricing models, and engagement scopes to win new business.
- Build and maintain a strong personal and professional brand within the market and community.
- Partner with marketing and leadership to execute go-to-market strategies and grow the CAS practice.
- Drive client retention and expansion by identifying cross-sell opportunities and ensuring exceptional client service.
- 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.
- Ensure timely, accurate, and value-added reporting and insights for all client deliverables.
- Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff.
- Implement efficient and scalable workflows, leveraging cloud-based technology and automation.
- Maintain quality control over deliverables and ensure compliance with applicable accounting standards.
- Contribute to overall firm leadership, including internal initiatives, training, and process improvements.
QUALIFICATIONS:Education:- Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
- CPA required.
Experience:- 15+ 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.).
- Entrepreneurial mindset with excellent communication, negotiation, and presentation skills.
- Strong leadership presence and ability to mentor and grow a dynamic team.
Compensation:- Competitive compensation in the range of $200,000 - $500,000+ based on the individual's experience level.
Anchin provides comprehensive benefits, which you can view
here.
Attributes:- Accountability: Follows through on commitments, even requiring some personal sacrifice, promotes a sense of urgency.
- Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively, responds to requests in a timely and professional manner.
- Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally, builds effective working relationships and interacts courteously.
- Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
- Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
- Action Oriented: Proactively seeks out new and challenging work.
- Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.
