Director, Client Accounting Services

3 days ago Be among the first 25 applicantsThis range is provided by Phaxis. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range$150,000.00/yr - $220,000.00/yrDirect message the job poster from PhaxisA New York City based CPA and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries is hiring for several tax and audit positions. The firm offers a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.We are seeking a growth-oriented and strategic Director to expand our Client Accounting Services (CAS) practice. This role will focus on both business development and client service delivery. The ideal candidate has a history of building client relationships, growing a book of business, and overseeing high-quality accounting services for a diverse portfolio of clients.RESPONSIBILITIES: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 community.Partner with marketing and leadership to execute go-to-market strategies and grow the CAS practice.Drive client retention and expansion by identifying cross-sell opportunities and ensuring exceptional client service.Serve as the strategic lead and relationship manager for a portfolio of key clients, acting as a trusted advisor.Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis.Oversee delivery of monthly close, financial reporting, cash flow management, and compliance for client accounts.Ensure timely, accurate, and value-added reporting and insights for all client deliverables.Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff.Implement efficient and scalable workflows, leveraging cloud-based technology and automation.Maintain quality control over deliverables and ensure compliance with applicable accounting standards.Contribute to overall firm leadership, including internal initiatives, training, and process improvements.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, , Expensify, etc.).Entrepreneurial mindset with excellent communication, negotiation, and presentation skills.Strong leadership presence and ability to mentor and grow a dynamic pensation:Competitive compensation in the range of $150,000 to $220,000 based on the individual’s experience level.Seniority levelSeniority levelDirectorEmployment typeEmployment typeFull-timeJob functionJob functionAccounting/Auditing, Finance, and Business DevelopmentIndustriesAccounting and Financial ServicesReferrals increase your chances of interviewing at Phaxis by 2xInferred from the description for this jobMedical insuranceVision insurance401(k)Get notified about new Director of Client Services jobs in Boca Raton, FL.Fort Lauderdale, FL $130,000.00-$135,000.00 2 weeks agoClient Development Director (Remote - Georgia or Florida)Client Development Director (Remote - Georgia or Florida)Client Development Director (Remote - Georgia or Florida)Client Development Director (Remote - Georgia or Florida)Client Development Director (Remote - Georgia or Florida)Client Development Director (Remote - Georgia or Florida)Regional Food Service Director of Operations - New Jersey RegionDirector of Client Accounting & Advisory ServicesDirector of Client Accounting Services & BookkeepingChief of Nursing - Quality Assurance DirectorCUSTODIAL DIRECTOR - NEW BUSINESS - FORT LAUDERDALE, FLTerritory Account Director (FL, Fort Lauderdale)Tax Managing Director, State and Local Tax - Sales & Use TaxSpecialist Director, Cyber MDR Market GrowthWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Created: 2025-09-17