What are the responsibilities and job description for the Client Advisory Services (CAS) Accounting Director position at EGP, PLLC Certified Public Accountants &...?
Overview
Client Accounting Services (CAS) Accounting Director is responsible for managing client relationships and providing timely financial 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
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 softwares/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, as well as 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.
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Job Type: Full-time
Pay: $80,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Experience:
- Microsoft Excel: 1 year (Preferred)
License/Certification:
- CPA (Preferred)
Ability to Commute:
- Bryant, AR 72022 (Preferred)
Ability to Relocate:
- Bryant, AR 72022: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Bryant, AR 72022
Salary : $80,000 - $100,000