Client Advisory Services Director

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.

Location: Remote - GMT-07:00 to GMT-05:00

Skills required for this job:

• Accounting
• Budget
• Cash flow management
• Certified public accountant
• Executive advisory
• Financial reporting
• Financial statement analysis
• Forecasting
• KPI Reporting
• Payroll management
• Project management
• Public accounting
• QuickBooks Online
• Team management