Director, Client Accounting Services

Sorren, Inc. • Boise, ID

1d

About The Position

The Director, Client Accounting Services provides executive oversight of complex client portfolios and drives the strategic vision of Sorren’s outsourced accounting practice. The role aligns team capabilities, technologies, and service offerings with client needs and firm goals, and guides client organizations through financial transformation, including ERP implementations, process automation, shared services transitions, and IPO or transaction readiness.

The Director serves as a strategic advisor to CFOs, founders, and executive teams on financial planning, fundraising, M&A, and risk mitigation. They are accountable for timely, accurate financial statements and management reporting, scalable financial processes and controls, technical accounting guidance, engagement structure and pricing, service delivery, budgets, and client satisfaction.

The position also leads and develops accounting managers, seniors, and associates; strengthens client partnerships; and collaborates with tax, advisory, and assurance leaders. The Director champions process improvement and technology adoption, contributes to firm strategy and resource planning, and leads technical training and knowledge-sharing. The role includes meeting annual billable-hour and other productivity targets, as well as flexibility to take on additional duties assigned by firm leadership.

Requirements

• At least 10 years of experience in general accounting.
• Bachelor’s degree in accounting or a related field.
• Expert-level knowledge of U.S. GAAP, financial reporting frameworks, and internal control design, including the ability to guide complex judgment-based accounting matters across varied industries and entity structures.
• Demonstrated leadership in financial transformation, including designing and executing scalable accounting systems, process automation, and ERP implementations for high-growth, complex environments.
• Mastery of cloud-based accounting platforms such as QuickBooks Online, NetSuite, or Sage Intacct and related tools such as Fathom, BILL, or Jirav, with a focus on workflow optimization and reporting integration.
• Proven success overseeing large, dynamic client portfolios, including multi-entity consolidations, international operations, and clients undergoing rapid growth or change.
• Experience developing leaders at all levels, mentoring managers, supporting advancement, and fostering accountability, inclusion, and continuous improvement.
• Strong executive communication and relationship-building skills, including the ability to engage C-suite clients, investors, and internal stakeholders on financial and operational matters.
• Strategic financial mindset and ability to translate financial data into actionable insights supporting client decisions, business strategy, and long-term goals.
• Advanced project leadership and resource management skills to deliver multiple engagements on time, within scope and budget, and at a high quality standard.
• Proactive, analytical problem-solving orientation and a history of identifying root causes, recommending improvements, and leading successful process or technology implementations.
• Commercial acumen and business advisory skills to evaluate client needs, recommend solutions, and contribute to service-line growth and profitability.
• Ability to serve as a technical resource, stay current on industry developments, and contribute to internal knowledge-sharing and professional education.
• Commitment to ongoing professional development and to promoting learning, credentialing, training, and current best practices for the team.
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Nice To Haves

• CPA license or eligibility for a CPA license is preferred.

Responsibilities

• Provide executive oversight of complex client portfolios, including multi-entity groups, high-growth startups, and high-volume transactional operations.
• Drive the strategic vision of the outsourced accounting practice, aligning team capabilities, technologies, and service offerings with evolving client needs and firm goals.
• Guide clients through financial transformation initiatives, including ERP implementations, process automation, shared services transitions, and IPO or transaction readiness.
• Advise CFOs, founders, and executive teams on strategic planning, fundraising, M&A, and risk mitigation.
• Ensure accurate and timely financial statements, internal dashboards, KPIs, and customized management reporting packages.
• Lead the design and oversight of scalable financial processes, month-end close cycles, internal controls, and client-specific workflow systems.
• Provide technical accounting guidance on complex matters, including revenue recognition, lease accounting, and equity transactions, in accordance with GAAP.
• Develop and maintain client service standards, documentation protocols, and workflow best practices.
• Maintain accountability for service delivery, budget adherence, and client satisfaction across the book of business.
• Oversee engagement structuring and pricing to support client value, profitability, and firm-wide margin targets.
• Act as the primary escalation point for client concerns and internal challenges, resolving issues professionally and strategically.
• Build long-term client partnerships by proactively identifying risks and opportunities and offering recommendations.
• Lead, coach, and support accounting managers, seniors, and associates through feedback, goal setting, and career pathing.
• Promote a collaborative, accountable, high-performing, inclusive team culture and professional development.
• Participate in cross-functional initiatives with tax, advisory, and assurance leaders to deliver integrated client solutions.
• Champion process improvement and automation, including cloud-based accounting systems, AI tools, and workflow optimizers.
• Evaluate and implement technologies and best practices to improve service delivery, quality control, and team efficiency.
• Participate in leadership meetings, resource planning, practice management, and talent acquisition.
• Lead internal technical training and knowledge-sharing to build team capabilities and keep current with regulatory and industry changes.
• Perform other duties and take on varied responsibilities assigned by firm leadership.
• Meet annual billable-hour and other targets to fulfill individual performance and firm productivity expectations.

Benefits

• Generous paid time off.
• Medical, dental, and vision coverage, plus life and disability insurance.
• 401(k) retirement savings plan.
• Paid holidays, including a firmwide winter break from December 24 through January 1.
• Paid parental leave, available after one year of service.
• Mentorship and career development programs.
• CPA exam support.
• Firm-sponsored events and spontaneous team activities.
• Celebrations marking milestones such as the end of busy season and the holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Director