Director, Client Accounting Services

Director, Client Accounting Services

Title : Director, Client Accounting Services (CAS)

Department : Client Accounting Services (CAS)

Supervises : Senior Managers and below

Role Type : Full-time

Location : New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid)

About The Company

Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

About The Position

We are looking for a growth-oriented and strategic Director to expand our Client Accounting Services (CAS) practice. This role will focus on both business development and client service delivery. The ideal candidate has a history of building client relationships, growing a book of business, and overseeing high-quality accounting services for a diverse portfolio of clients.

Responsibilities

• Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach.
• Develop tailored proposals, pricing models, and engagement scopes to win new business.
• Build and maintain a strong personal and professional brand within the market and community.
• Partner with marketing and leadership to execute go-to-market strategies and grow the CAS practice.
• Drive client retention and expansion by identifying cross-sell opportunities and ensuring exceptional client service.
• Serve as the strategic lead and relationship manager for a portfolio of key clients, acting as a trusted advisor.
• Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis.
• Oversee delivery of monthly close, financial reporting, cash flow management, and compliance for client accounts.
• Ensure timely, accurate, and value-added reporting and insights for all client deliverables.
• Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff.
• Implement efficient and scalable workflows, leveraging cloud-based technology and automation.
• Maintain quality control over deliverables and ensure compliance with applicable accounting standards.
• Contribute to overall firm leadership, including internal initiatives, training, and process improvements.

Qualifications

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Experience :

Compensation :

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Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com