Tax Director Client Account Services

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KEY RESPONSIBILITIES

Business Development & Growth

• Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach.
• Develop tailored proposals, pricing models, and engagement scopes to win new business.
• Build and maintain a strong personal and professional brand within the market and broader community.
• Partner with marketing and leadership to execute go-to-market strategies and expand the CAS practice.

Client Relationship Management

• Serve as the strategic lead and trusted advisor for a portfolio of key clients, driving retention and long-term engagement.
• Identify cross-sell opportunities and ensure consistently exceptional client service.
• Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis.
• Oversee the delivery of monthly close processes, financial reporting, cash flow management, and compliance for client accounts.
• Ensure timely, accurate, and value-added reporting and insights across all client deliverables.

Team Leadership & Operations

• Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff.
• Implement efficient, scalable workflows leveraging cloud-based technology and automation.
• Maintain quality control over all deliverables and ensure compliance with applicable accounting standards.
• Contribute to firm-wide leadership initiatives, including internal training and process improvement efforts.

QUALIFICATIONS:

Education:

- Bachelor's degree (BA/BS) in Accounting, Finance, or a related
field.

- CPA highly preferred.


Experience:

- 10+ years of progressive accounting experience, including leadership
in public accounting and/or outsourced accounting services.

- Proven ability to generate new business, grow client accounts, and
build long-term relationships.

- Strong financial acumen and advisory experience with small to
mid-sized businesses.

- Proficiency with cloud-based accounting platforms (e.g., QuickBooks
Online, NetSuite, Bill.com, Expensify, etc.).

- Entrepreneurial mindset with excellent communication, negotiation,
and presentation skills.

- Strong leadership presence and ability to mentor and grow a dynamic
team.