Phaxis
Director, Client Accounting Services (CAS)
Director, Client Accounting Services (CAS)
2 days ago Be among the first 25 applicants This 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
$160,000.00/yr - $220,000.00/yr Direct message the job poster from Phaxis Compliance, Fincrime, & Risk Management | Talent Acquisition, Relationship Building
An elite advisory and accounting firm is seeking a dynamic, entrepreneurial Director to lead and expand its Client Accounting Services (CAS) practice. This strategic role combines business development, client advisory, and team leadership. The ideal candidate will bring a proven track record in managing outsourced accounting relationships, generating new business, and delivering high-quality financial solutions to small and mid-sized businesses across various industries. Key Responsibilities: Drive growth of the CAS practice by identifying and securing new client engagements through networking, referrals, and direct outreach. Develop customized service proposals, pricing structures, and engagement scopes aligned with client needs. Act as the lead relationship manager for a portfolio of clients, offering strategic guidance on financial operations and decision-making. Deliver high-level advisory support, including budgeting, forecasting, KPI development, and financial performance analysis. Oversee timely and accurate execution of client services such as monthly close, financial reporting, compliance, and cash flow management. Lead and develop a team of accounting professionals at various levels, ensuring strong collaboration and ongoing professional development. Implement and optimize cloud-based accounting systems and tech-enabled workflows to drive efficiency and scalability. Collaborate with firm leadership on go-to-market strategy, branding, and internal process improvement initiatives. Maintain high standards of quality control and ensure services are aligned with applicable accounting guidelines and best practices. Qualifications: Bachelor’s degree in Accounting, Finance, or a related discipline. CPA preferred. 10+ years of progressive experience in accounting, with a focus on outsourced accounting, controllership, or public accounting. Demonstrated success in business development, client retention, and relationship management. Strong technical expertise in financial reporting and advisory for closely held or entrepreneurial businesses. Hands-on experience with leading cloud accounting platforms such as QuickBooks Online, NetSuite, Bill.com, and Expensify. Exceptional communication, leadership, and client-facing skills. Comfortable in a fast-paced, evolving environment with a strong focus on innovation and growth. Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Accounting/Auditing Industries Accounting Referrals increase your chances of interviewing at Phaxis by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Director of Client Services” roles.
New York, NY $134,000.00-$167,000.00 2 weeks ago New York, NY $120,000.00-$180,000.00 1 week ago Director of Client Experience, Maison Madison Flagship
Albany, New York Metropolitan Area $80,000.00-$100,000.00 2 days ago New York, NY $160,000.00-$185,000.00 1 week ago Albany, NY $80,000.00-$100,000.00 14 hours ago New York, United States $150,000.00-$175,000.00 2 weeks ago New York, NY $150,000.00-$205,000.00 1 week ago New York, United States $122,700.00-$204,500.00 4 days ago Brooklyn, NY $120,000.00-$135,000.00 6 months ago New York, NY $120,000.00-$170,000.00 1 week ago New York, NY $103,680.00-$193,428.00 1 week ago New York, NY $100,000.00-$120,000.00 4 weeks ago New York, United States $135,400.00-$248,300.00 2 days ago Associate Director - Client Relationship Management
New York, NY $150,000.00-$200,000.00 1 week ago New York, NY $170,000.00-$300,000.00 6 days ago Director of Customer Success (Tech, Travel, Auto and Finance)
New York, United States $140,000.00-$200,000.00 2 weeks ago New York, NY $100,000.00-$110,000.00 4 days ago Client Relationship Director (treasury software)
Buffalo, NY $66,560.00-$70,000.00 16 hours ago New York, NY $130,000.00-$150,000.00 1 week ago New York, United States $140,000.00-$180,000.00 2 weeks ago New York, NY $150,000.00-$180,000.00 2 weeks ago New York, NY $127,500.00-$150,000.00 1 day ago Purchase, NY $159,370.00-$170,000.00 2 weeks ago DIRECTOR, PROVIDER-CLIENT SERVICES & SPECIAL PROJECTS
Vice President (VP), Client / Professional Services
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Director, Client Accounting Services (CAS)
2 days ago Be among the first 25 applicants This 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
$160,000.00/yr - $220,000.00/yr Direct message the job poster from Phaxis Compliance, Fincrime, & Risk Management | Talent Acquisition, Relationship Building
An elite advisory and accounting firm is seeking a dynamic, entrepreneurial Director to lead and expand its Client Accounting Services (CAS) practice. This strategic role combines business development, client advisory, and team leadership. The ideal candidate will bring a proven track record in managing outsourced accounting relationships, generating new business, and delivering high-quality financial solutions to small and mid-sized businesses across various industries. Key Responsibilities: Drive growth of the CAS practice by identifying and securing new client engagements through networking, referrals, and direct outreach. Develop customized service proposals, pricing structures, and engagement scopes aligned with client needs. Act as the lead relationship manager for a portfolio of clients, offering strategic guidance on financial operations and decision-making. Deliver high-level advisory support, including budgeting, forecasting, KPI development, and financial performance analysis. Oversee timely and accurate execution of client services such as monthly close, financial reporting, compliance, and cash flow management. Lead and develop a team of accounting professionals at various levels, ensuring strong collaboration and ongoing professional development. Implement and optimize cloud-based accounting systems and tech-enabled workflows to drive efficiency and scalability. Collaborate with firm leadership on go-to-market strategy, branding, and internal process improvement initiatives. Maintain high standards of quality control and ensure services are aligned with applicable accounting guidelines and best practices. Qualifications: Bachelor’s degree in Accounting, Finance, or a related discipline. CPA preferred. 10+ years of progressive experience in accounting, with a focus on outsourced accounting, controllership, or public accounting. Demonstrated success in business development, client retention, and relationship management. Strong technical expertise in financial reporting and advisory for closely held or entrepreneurial businesses. Hands-on experience with leading cloud accounting platforms such as QuickBooks Online, NetSuite, Bill.com, and Expensify. Exceptional communication, leadership, and client-facing skills. Comfortable in a fast-paced, evolving environment with a strong focus on innovation and growth. Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Accounting/Auditing Industries Accounting Referrals increase your chances of interviewing at Phaxis by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Director of Client Services” roles.
New York, NY $134,000.00-$167,000.00 2 weeks ago New York, NY $120,000.00-$180,000.00 1 week ago Director of Client Experience, Maison Madison Flagship
Albany, New York Metropolitan Area $80,000.00-$100,000.00 2 days ago New York, NY $160,000.00-$185,000.00 1 week ago Albany, NY $80,000.00-$100,000.00 14 hours ago New York, United States $150,000.00-$175,000.00 2 weeks ago New York, NY $150,000.00-$205,000.00 1 week ago New York, United States $122,700.00-$204,500.00 4 days ago Brooklyn, NY $120,000.00-$135,000.00 6 months ago New York, NY $120,000.00-$170,000.00 1 week ago New York, NY $103,680.00-$193,428.00 1 week ago New York, NY $100,000.00-$120,000.00 4 weeks ago New York, United States $135,400.00-$248,300.00 2 days ago Associate Director - Client Relationship Management
New York, NY $150,000.00-$200,000.00 1 week ago New York, NY $170,000.00-$300,000.00 6 days ago Director of Customer Success (Tech, Travel, Auto and Finance)
New York, United States $140,000.00-$200,000.00 2 weeks ago New York, NY $100,000.00-$110,000.00 4 days ago Client Relationship Director (treasury software)
Buffalo, NY $66,560.00-$70,000.00 16 hours ago New York, NY $130,000.00-$150,000.00 1 week ago New York, United States $140,000.00-$180,000.00 2 weeks ago New York, NY $150,000.00-$180,000.00 2 weeks ago New York, NY $127,500.00-$150,000.00 1 day ago Purchase, NY $159,370.00-$170,000.00 2 weeks ago DIRECTOR, PROVIDER-CLIENT SERVICES & SPECIAL PROJECTS
Vice President (VP), Client / Professional Services
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr