CAS (Client Advisory Services) Director

Client Advisory Services (CAS) are valuable because they allow accounting firms to provide deeper, more strategic guidance to clients beyond just traditional compliance services, helping businesses make informed financial decisions, navigate complex situations, and ultimately achieve their growth goals by offering proactive insights and tailored solutions based on their specific needs, leading to a more valuable and long-term client relationship while potentially generating increased revenue for the firm; essentially moving beyond just bookkeeping to become a trusted business advisor.

Responsibilities

Client Advisory Services (CAS) Accounting Director is responsible for managing client relationships and providing timely financial, accounting, and business advice to clients. This role involves developing and implementing structured service plans and coordinating with internal teams to deliver high-quality service by guiding and technically reviewing work products prior to completion. The CAS Director also plays a key role in business development by identifying new client opportunities and expanding existing client relationships.

• Managing a team - Manage CAS staff to ensure timely and accurate work product providing leadership, guidance, and mentorship to ensure high-quality work and client satisfaction
• Reviewing and approving financial statements, tax returns, and other accounting documents to ensure accuracy and compliance with regulations
• Stay current on tax and accounting laws and developments to provide clients with up-to-date advice and solutions,
• Lead client meetings and presentations to discuss financial performance, business strategies, and opportunities for growth.
• Providing financial analysis and reporting to clients, including budgeting, forecasting, and financial planning
• Manage client relationships and act as the main point of contact for accounting and advisory projects as well as collaborating with clients to identify opportunities for growth, cost savings, and improved financial performance
• Have a strong working knowledge of tax rules for all entity types (trusts, partnerships, S Corporations, C Corporations) so that work product is tailored to meet clients’ tax needs
• Keeping abreast of changes in accounting standards and regulations and ensuring compliance with all relevant laws and guidelines
• Develop and implement project models that align with firm goals and client needs.
• Building and maintaining relationships with clients, industry partners, and regulatory agencies to ensure a high level of client service and satisfaction

Qualifications

• Bachelor's degree in accounting, CPE preferred but not required
• Experience with payroll (processing/troubleshooting issues and IRS notices)
• 5 years of experience in public accounting, with a focus on CAS
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills Ability to manage multiple client relationships and priorities simultaneously
• Proficient at working with QuickBooks online and desktop; other accounting software/packages

The ideal candidate for this role will have a strong background in accounting, with a CPA certification and several years of experience in public accounting. You should have excellent leadership and communication skills and a thorough understanding of financial reporting and analysis. A track record of successfully managing client relationships and delivering high-quality financial services is also essential.