Director (New York)

Director or Partner - Client Accounting Services

About the Firm

A top-ranked New York-based CPA firm is seeking a dynamic Director/Partner of Client Accounting Services (CAS ) to lead and expand its rapidly growing practice. Consistently recognized as one of the “Best of the Best” accounting firms in the country and a Best Place to Work in New Yor k, it offers an exceptional platform for professionals who want to lead, innovate, and make a measurable impact .

The Opportuni t y

This leadership role combines business development and client service delivery. The Director will build strong client relationships, grow the CAS practice, and oversee the delivery of high-quality accounting and advisory services for a diverse portfolio of clients. This is an opportunity to shape the future of the practice while working alongside some of the industry’s top professionals.

Key Responsibilities

• Oversee monthly close, financial reporting, cash flow management, and compliance for client accounts.
• Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis.
• Drive business growth by identifying, pursuing, and securing new CAS opportunities through networking, referrals, and strategic outreach.
• Develop tailored proposals, pricing models, and engagement scopes that win new business and strengthen client partnerships.
• Enhance client relationships through retention, expansion, and cross-sell opportunities—serving as a trusted advisor.
• Lead, mentor, and inspire a growing team of managers, seniors, and staff accountants.
• Implement scalable workflows, leveraging cloud-based accounting technology and automation.
• Maintain rigorous quality control while ensuring compliance with accounting standards.
• Contribute to firmwide leadership, including internal initiatives, training, and process improvements.

Qualificat i ons

• Bachelor’s degree in Accounting, Finance, or a related fie ld; CPA highly preferred .
• 10+ years of accounting experience, with leadership roles in public accounting and/or outsourced accounting services.
• Demonstrated ability to generate new business, grow client accounts, and cultivate long-term relationships.
• Strong advisory experience working with small to mid-sized businesses.
• Expertise in cloud-based accounting platforms (QuickBooks Online, NetSuite, Bill.com, Expensify, etc.).
• Entrepreneurial mindset with exceptional communication, negotiation, and presentation skills.
• Proven leadership presence with the ability to mentor and develop high-performing teams .

Why Join

• Reputation & Recogni tion: Join one of the most respected CPA firms in the U.S., consistently ranked among the best for both client service and workplace culture.
• Leadership Opportu nity: Take ownership of a high-growth practice area with the support and resources of a top-tierfirm.
• People-First Cul ture: Work in an environment that values collaboration, mentorship, and long-term professional growth.
• Cutting-Edge Techno logy: Leverage the latest cloud-based platforms and automation tools to deliver best-in-class client solutions.