Managing Director - Accounting & Advisory Services

LOCATION: San Antonio, TX – In Office

INDUSTRY: Accounting Services, Fractional CFO

COMPANY OVERVIEW

Our client is a well-established public accounting firm providing tax, accounting, and advisory services to closely held businesses and individual clients. The firm is seeking a hands-on leader to oversee day-to-day operations, mentor staff, and serve as a trusted advisor to clients.

This position is ideal for an experienced CPA or Enrolled Agent (EA) who enjoys both people leadership and client advisory work. The owner is looking for a key team member to take ownership of daily firm operations while helping clients make informed financial decisions and grow their businesses.

POSITION SUMMARY

The Firm Operations & Client Advisory Manager will oversee the firm's accounting and tax professionals, ensure high-quality client service, and provide financial guidance to small business clients. This role combines practice management, staff leadership, client relationship management, and fractional CFO-style advisory services.

While business development opportunities are available, this position is not expected to carry a sales quota or focus on new client acquisition.

RESPONSIBILITIES

• Lead and manage the day-to-day operations of the accounting practice.
• Supervise, mentor, and develop a team of approximately 7–8 accounting and administrative professionals.
• Review tax returns, financial statements, and client deliverables for accuracy and quality.
• Serve as a trusted advisor to business clients regarding financial performance, profitability, cash flow, budgeting, and growth strategies.
• Present financial statements and key performance metrics to clients.
• Provide fractional CFO and outsourced accounting support to small and mid-sized businesses.
• Establish and improve internal processes, workflows, and operational efficiencies.
• Assist with client issue resolution and maintain strong client relationships.
• Ensure compliance with accounting, tax, and regulatory requirements.
• Collaborate with firm ownership on strategic planning and operational initiatives.

QUALIFICATIONS

• CPA license strongly preferred; Enrolled Agent (EA) designation will also be considered.
• 7+ years of progressive experience within a CPA firm, tax practice, or public accounting environment.
• Prior experience managing accounting professionals and overseeing client engagements.
• Strong background in tax, financial statement preparation, and small business accounting.
• Experience advising business owners on financial performance, cash flow, budgeting, and operational decisions.
• Ability to confidently present financial information and recommendations to clients.
• Strong leadership, communication, and relationship-building skills.
• Proficiency with common tax, accounting, and practice management software.