OAS Director

Job Description

Job Description

Wojeski & Company is a thriving CPA and business advisory Firm with an excellent reputation and a distinct culture. We are "accountants with personality" - known for our expertise, high service standards, impeccable integrity, community involvement and fun! Our service-oriented Firm provides bookkeeping, audit, tax and consulting services to a broad range of clients throughout New York State and beyond. We are a proud member firm of Russell Bedford International, a global network of independent professional firms.

As the OAS Director, you will lead the firm's outsourced accounting practice, overseeing outsourced accounting, financial reporting, system implementations, and advisory services. You will work closely with business owners and finance professionals, ensuring delivery of high-quality services while driving innovation and efficiency within the OAS team. This is a leadership role with significant client-facing responsibilities and opportunities for strategic impact for the firm.

Key Responsibilities:

• Lead the growth, strategy, and delivery of the OAS practice
• Oversee and review client engagements including bookkeeping, financial statement preparation, budgeting, forecasting, and KPI development
• Grow, manage, and mentor a team of accounting professionals
• Serve as the primary advisor for key OAS clients, providing financial insight and strategic guidance
• Identify opportunities for process improvement and technology implementation (e.g., QuickBooks Online, Bill.com, Gusto, Sage, XERO etc.)
• Collaborate with firm leadership on cross-functional initiatives and client development
• Introduce other firm offerings to clients where appropriate
• Ensure compliance with accounting standards and firm quality controls

Qualifications:

• CPA designation preferred
• 10+ years of accounting experience, with at least 3 years in a public accounting or outsourced accounting environment
• Proven leadership experience managing teams and client relationships
• Strong knowledge of cloud accounting platforms and process automation tools
• Excellent communication and organizational skills
• Strategic thinker with a client service mindset

What We Offer:

• Competitive compensation and PTO
• 401(k) program with employer match
• Flexible Schedules
• Reduced Summer Hours
• Hybrid Work from Home Policy
• Company Outings
• Mentorship and Learning Development