Jobot
Director of Business Development (CPA firm)
Base pay range: $175,000 - $195,000 per year.
About the Firm We are a TOP 20 NY CPA firm—an independent, full‑service accounting and advisory firm dedicated to helping businesses and individuals achieve their financial goals. With offices in Long Island, New York City, and White Plains, we deliver high‑quality accounting, consulting, and advisory services supported by a team of experienced professionals.
Our firm is in a period of exciting growth, driven by a clear strategic vision and a commitment to innovation, client service, and operational excellence. We pride ourselves on fostering a collaborative, entrepreneurial culture where talented professionals can thrive. As we expand our reach and integrate newly acquired firms, our focus remains on maintaining strong client relationships while building a scalable, unified platform.
We are seeking a Business Development Director with strong CPA firm experience to join our team in Woodbury.
Benefits
401(k)
Dental insurance
Disability insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Job Details This is a permanent, full‑time position that offers a unique opportunity to work with a diverse group of clients in the Accounting and Finance industry. The ideal candidate will have a deep understanding of tax and be well‑versed in developing and implementing effective business strategies to drive growth and profitability. A minimum of 5 years of experience in a similar role is required.
Responsibilities
Lead and manage the business development team to achieve KPIs and business targets.
Develop and implement strategic business plans that expand the company’s customer base and ensure its strong presence in the industry.
Build and maintain strong, long‑lasting customer relationships by understanding their unique needs and continuously proposing solutions that meet their objectives.
Collaborate with the senior management team to identify new business opportunities and areas of potential growth.
Oversee the preparation and management of budgets, forecasts, and reports.
Conduct market research and competitor analysis to identify trends and adjust business strategies as needed.
Ensure the company’s financial goals and objectives are met by continuously seeking new ways to increase profitability and minimize costs.
Foster a culture of continuous improvement and innovation, encouraging team members to come up with new ideas to drive business growth.
Qualifications
Bachelor’s Degree in Business Administration, Accounting, Finance, or a related field.
CPA certification is ideal.
Minimum of 5 years of experience in a Business Development role within a CPA firm or applicable finance/accounting firm.
Demonstrated ability to communicate, present, and influence effectively at all levels of the organization.
Strong business acumen with a problem‑solving attitude.
Excellent listening, negotiation, and presentation skills.
Proven ability to drive the sales process from plan to close.
Demonstrated ability to develop and implement successful business strategies.
Proficiency in CRM software and Microsoft Office Suite.
Strong leadership skills with the ability to manage and inspire a team.
Exceptional organizational skills with the ability to manage multiple projects simultaneously and meet deadlines.
Employment Details
Seniority level: Not Applicable
Employment type: Full‑time
Job function: Business Development and Sales
Industries: Accounting, Financial Services, Banking
EEO Statement Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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About the Firm We are a TOP 20 NY CPA firm—an independent, full‑service accounting and advisory firm dedicated to helping businesses and individuals achieve their financial goals. With offices in Long Island, New York City, and White Plains, we deliver high‑quality accounting, consulting, and advisory services supported by a team of experienced professionals.
Our firm is in a period of exciting growth, driven by a clear strategic vision and a commitment to innovation, client service, and operational excellence. We pride ourselves on fostering a collaborative, entrepreneurial culture where talented professionals can thrive. As we expand our reach and integrate newly acquired firms, our focus remains on maintaining strong client relationships while building a scalable, unified platform.
We are seeking a Business Development Director with strong CPA firm experience to join our team in Woodbury.
Benefits
401(k)
Dental insurance
Disability insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Job Details This is a permanent, full‑time position that offers a unique opportunity to work with a diverse group of clients in the Accounting and Finance industry. The ideal candidate will have a deep understanding of tax and be well‑versed in developing and implementing effective business strategies to drive growth and profitability. A minimum of 5 years of experience in a similar role is required.
Responsibilities
Lead and manage the business development team to achieve KPIs and business targets.
Develop and implement strategic business plans that expand the company’s customer base and ensure its strong presence in the industry.
Build and maintain strong, long‑lasting customer relationships by understanding their unique needs and continuously proposing solutions that meet their objectives.
Collaborate with the senior management team to identify new business opportunities and areas of potential growth.
Oversee the preparation and management of budgets, forecasts, and reports.
Conduct market research and competitor analysis to identify trends and adjust business strategies as needed.
Ensure the company’s financial goals and objectives are met by continuously seeking new ways to increase profitability and minimize costs.
Foster a culture of continuous improvement and innovation, encouraging team members to come up with new ideas to drive business growth.
Qualifications
Bachelor’s Degree in Business Administration, Accounting, Finance, or a related field.
CPA certification is ideal.
Minimum of 5 years of experience in a Business Development role within a CPA firm or applicable finance/accounting firm.
Demonstrated ability to communicate, present, and influence effectively at all levels of the organization.
Strong business acumen with a problem‑solving attitude.
Excellent listening, negotiation, and presentation skills.
Proven ability to drive the sales process from plan to close.
Demonstrated ability to develop and implement successful business strategies.
Proficiency in CRM software and Microsoft Office Suite.
Strong leadership skills with the ability to manage and inspire a team.
Exceptional organizational skills with the ability to manage multiple projects simultaneously and meet deadlines.
Employment Details
Seniority level: Not Applicable
Employment type: Full‑time
Job function: Business Development and Sales
Industries: Accounting, Financial Services, Banking
EEO Statement Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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