Director of Client Accounting Services

Job Description

Job Description

Summary

The Director of Client Accounting Services oversees the firm’s bookkeeping operations and leads the CAS team. This role is responsible for delivering high-quality financial reporting, managing client relationships, and ensuring team members are supported, trained, and aligned with firm goals. The Director plays a key role in process improvement, internal collaboration, and client satisfaction.

Key Responsibilities

• Oversee the delivery of client accounting services, including reconciliations, financial reporting, payroll, and ongoing maintenance
• Lead and manage the CAS team, including performance feedback, training, and staff development
• Ensure accuracy and timeliness of monthly, quarterly, and annual financial reports
• Maintain strong client relationships and act as the point of contact for escalated bookkeeping matters
• Identify growth opportunities to add clients or other billable work
• Develop and refine internal processes to improve workflow efficiency and quality control
• Collaborate with tax and admin teams to ensure coordinated client service
• Review onboarding of new clients and confirm proper setup of workflows and expectations
• Support the implementation of new software tools and ensure best practices are followed
• Promote the firm’s values and create a positive, professional team culture
• Lead business development initiatives within the CAS department, identifying opportunities to expand client services and strengthen existing relationships

Software Knowledge & Expectations

• Understanding of QuickBooks Online and QuickBooks Desktop, including cleanup and troubleshooting

Skills and Qualifications

• Bachelor’s degree in Accounting or related field (required)
• CPA or similar credential a plus, but not required.
• 7+ years of bookkeeping/accounting experience, with at least 3 in a supervisory role
• Strong knowledge of small business accounting, payroll, and financial reporting
• Ability to manage a team and provide guidance on best practices
• Excellent communication and client service skills
• Process-oriented with a focus on accuracy, timeliness, and efficiency

The list of duties and skills above is not intended to be all inclusive, but to be an overview of the position in general. It summarizes the position and should be viewed as the minimum requirements to full fill this role.