What are the responsibilities and job description for the Director of Accounting Services position at PBMares LLP?
Director of Accounting Services – Lead with Purpose, Drive Results
Are you ready to take the reins of a dynamic team, spearhead innovative solutions, and shape the future of client-centered accounting services? PBM is seeking an accomplished Director of Accounting Services to manage and grow our full-service accounting line of business.
Why Join Us?
As the Director of Accounting Services, you’ll lead a high-performing team, ensuring excellence in client service, process efficiency, and business growth. You’ll play a pivotal role in strategizing, problem-solving, and building meaningful client relationships—all while overseeing a talented team that delivers results in a fast-paced, high-volume environment.
PBMares Core Values
- Integrity
- Trust
- Respect
- Accountability
- Caring
What that means for you:
- Full benefits: medical, dental, 401K match, & HSA
- Paid Time Off
- 11 paid holidays per year
- Flexible work schedule to include hybrid work environment.
- Summer Hours- Friday half days (based on a minimum 40 hour work week)
- Company investment of a minimum of 40 hours learning and development annually
- The opportunity to grow and shape the future of the firm
What you will do:
- Triage work that comes in from the PBMares external website to determine which firm department (Pathway or Accounting Services) is best suited to serve the client
- Monitor the work performed by Client Service Providers (Paraprofessionals) to ensure PBMares processes are being followed and work meets the firm’s standards
- Distribute/Redistribute work as necessary to ensure all paraprofessionals are fully utilized
- Standardize processes utilized by paraprofessionals
- Work with Learning & Development to design and manage training curriculum
- Work with appropriate partners to develop business strategy and revise as needed
- Oversee weekly meetings of the Accounting Services department
- Drive great client results and coordinate the efforts of the Accounting Services team to ensure we achieve client goals
- Respond effectively and timely to client inquires, questions, issues and recognize trends across the partner groups
- Work with the Accounting Services team directly to manage client expectations and deliverables
- Expand existing client relationships by identifying opportunities to maximize potential client sales through additional account volumes and/or services
- Craft conversations and materials around what opportunity looks like to clients; be able to speak to multiple organization levels (from AP Manager to CFO/CEO) with a high level of comfort. Able to have conversations in multiple settings: by phone, in person, or in larger groups leading training or at a conference
- Identify, coordinate, and guide process improvements and custom analyses as needed to drive results for our clients as well as achieved targeted financial results
- Provide initial accounting review and analysis of complex accounting transactions for new clients through review of new contracts and design of proposed accounting solutions
- Assist in onboarding new Accounting Services clients
- Ensure all client deliverables are met on time with excellent quality
- Provide management with project status updates
- Develop, recommend and implement plans, procedures, and programs to enhance performance, service levels and cost improvements.
- Define metrics in a rapidly growing and ambiguous environment and hold team accountable to results.
- Developing, analyzing, and monitoring the department's budget, billable hours, etc.
