Director of Accounting

Client Advisory Services Accounting Director

Overview:

Our client is hiring for a CAS Accounting Director to lead client relationships, deliver insightful financial guidance, and drive growth through specialized advisory services. This position involves managing a dedicated accounting team and ensuring accuracy and excellence in client deliverables.

Key Responsibilities:

• Team Leadership: Supervise, mentor, and lead accounting staff to ensure exceptional client service and accurate, timely work.
• Client Relationship Management: Serve as the primary point of contact, conducting client meetings and advising on financial performance, strategies, and growth opportunities.
• Quality Assurance: Review financial statements, tax returns, and accounting documentation for accuracy and regulatory compliance.
• Advisory and Analysis: Provide financial analysis, budgeting, forecasting, and strategic planning tailored to each client's needs.
• Business Development: Proactively identify opportunities to grow existing client relationships and secure new advisory clients.
• Tax Expertise: Leverage comprehensive knowledge of tax regulations applicable to various business entities, including trusts, partnerships, and corporations.
• Compliance: Maintain current knowledge of accounting standards and tax laws to provide relevant, up-to-date client solutions.
• Project Coordination: Develop and implement structured service plans that align with both client objectives and organizational goals.

Qualifications:

• Bachelor's degree in Accounting (CPA certification preferred but not mandatory)
• Minimum of 5 years of public accounting experience, specifically in client advisory services
• Proficiency with QuickBooks (both online and desktop versions) and Microsoft Excel
• Payroll management experience, including addressing IRS notices
• Strong analytical, problem-solving, communication, and interpersonal skills
• Ability to effectively manage multiple client relationships and priorities

Benefits Offered:

• Comprehensive Health, Dental, and Vision Insurance
• Life Insurance
• 401(k) Plan with Employer Matching
• Generous Paid Time Off

Required Experience:

• QuickBooks: 5+ years
• Financial Preparation & Review: 5+ years
• Payroll Management: 5+ years
• Microsoft Excel: 5+ years

Preferred Certification:

CPA (Certified Public Accountant)

This role is an excellent opportunity for a seasoned accounting professional looking to make a significant impact on clients financial success.