Job Title: Client Advisory Services Director
Work Hours: Full-Time (40 hours/week)
Schedule/Timezone: Monday to Friday, 9:00 AM – 5:00 PM CT (Central Time Zone preferred)
Pay: $15.00 - $20.00/hr USD
Overview
Are you a seasoned financial leader and CPA looking to direct a high-impact advisory practice, guide small-to-medium business owners, and scale a elite offshore accounting team?
We are partnering with a premier, fast-growing U.S.-based accounting and advisory firm delivering audit, tax, compliance, and strategic financial consulting to a diverse nationwide client base. Built on a culture of technical excellence, client partnership, and operational innovation, the firm is rapidly expanding its offshore infrastructure to provide high-touch advisory services. In this remote leadership role, you will take full ownership of the firm’s Client Advisory Services (CAS) department—overseeing outsourced accounting engagements, driving controller and CFO-level advisory, managing client relationships, and building scalable workflows.
Key Responsibilities
- Lead, direct, and grow the firm's Client Advisory Services (CAS) department and team.
- Oversee outsourced accounting, bookkeeping, payroll administration, bill pay, and financial reporting workflows.
- Perform thorough reviews of client financial statements, management reports, and key performance indicators.
- Provide high-level budgeting, forecasting, cash flow management, and profitability analysis.
- Serve as a trusted CFO/controller-level advisor to business owners and executive leadership.
- Manage seamless onboarding experiences for new CAS clients.
- Design and standardize operational workflows, reporting templates, and best-practice process packages.
- Supervise, train, mentor, and evaluate junior and senior CAS team members.
- Implement and optimize modern cloud accounting technology and automation solutions.
- Monitor engagement profitability, scope alignment, service quality, and overall client satisfaction.
- Support business development efforts, proposal creation, and service pricing strategies.
- Collaborate closely with internal tax, audit, payroll, advisory, and wealth management teams.
Must-Have Requirements
- 7+ years of progressive experience in accounting, controllership, public accounting, or CAS environments.
- Proven experience directly managing client relationships and supervising accounting teams.
- Extensive technical knowledge of QuickBooks Online, payroll systems, bill pay software, and financial reporting tools.
- Demonstrated capability to evaluate financial statements and articulate strategic insights clearly to business owners.
- Practical experience with budgeting, forecasting, cash flow modeling, and KPI reporting.
- Exceptional communication, leadership, project management, and strategic advisory skills.
- Ability to work full-time aligned with US Central Standard Time (CST/CDT).
Nice-to-Have Requirements
- Active Certified Public Accountant (CPA) credential or equivalent higher accounting certification.
- Background working with U.S.-based accounting firms and corporate client structures.
Why Join Us
This position offers a high-visibility remote leadership role where you can directly influence the growth and strategy of an expanding U.S. advisory firm. You will enjoy significant autonomy, lead a dedicated team of accounting professionals, and build long-term advisory relationships with dynamic business owners. If you are a visionary accounting manager who excels at client strategy, process building, and operational leadership, we would love to connect with you.
