Remote Director of Client Accounting Services

Remote Telecommute Accountingfly

Remote Director of Client Accounting Services needed to manage daily operations and client satisfaction at growing CPA firm.

The Director of Client Accounting Services is responsible for the management of the day-to-day operations of the company. While the Director will have heavy involvement with the firm’s “A-Level” clients and relationships, the majority of the daily role of the Director is an internal function, providing oversight, mentoring, and quality control for the team.

The Director of CAS is responsible for ensuring the profitability of all client engagements, recruiting, hiring, managing, and retaining top-performing staff, and for reporting to the President. The Director also owns the responsibility for the management of the Client, Employee, and Best Practices Advisory Boards of the CAS practice

Responsibilities: 

  • Essential “20,000 foot view” of the Company activities
  • Heavy contact with firm’s “A-Level” clients and Prospect Development
  • Budgeting & Forecasting for the Company (Internal)
  • Management of Critical Success Factors (CSFs) & Key Performance Indicators (KPIs) for the Company
  • Overall responsibility for profitability and client satisfaction
  • Staffing, Technology and other resource planning/management
  • Individual and team performance reviews
  • Education & Development for the Company (with team involvement)
  • New technology recommendations to the President (with extensive involvement from the CAS team), implementation strategy and oversight
  • Team morale, incentives & rewards

Qualifications:

  • Prior business experience and ability to apply that experience to a wide range of client situations
  • Ability to motivate and manage staff in a pay-for-performance environment with remote staff
  • Attention to detail
  • Ability to meet tight deadlines
  • Ability to manage unexpected and sometimes urgent firm or client matters as they arise
  • Hands-on experience with Saget Intacct
  • Expertise using a range of technology solutions (software, peripherals,etc.)
  • Project management skills
  • Time management skills
  • Unrelenting commitment to client satisfaction

KPIs:

  • Meets assignment objectives (timeframes, budgets, outcomes)
  • Client satisfaction
  • Business development results – selling and cross-selling
  • Team satisfaction
  • Participation in firm-wide initiatives – recruitment, business development, and retention initiatives

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