Director of Client Advisory Services

Capstone • Eugene, OR

4h

About The Position

The Director of Client Advisory Services (CAS) is a senior leadership role responsible for the success of the CAS department, including client advisory services, bookkeeping, payroll, and outsourced CFO teams. The director ensures the department delivers client-focused services, operates effectively, and contributes to the firm’s strategic objectives.

The role leads business development and marketing initiatives to grow the CAS business, supports reporting on client growth, and oversees the department’s strategy, operations, people, client relationships, and financial performance. The director also serves as a trusted advisor to key clients and works with firm leadership on pricing and service profitability.

The firm is a multifaceted CPA practice providing payroll, accounting, bookkeeping, auditing, and tax services to business and personal clients, with relationships that enable coordinated services alongside financial advisors and family attorneys.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• At least 7 years of experience in client advisory services, public accounting, or related fields.
• At least 3 years in a leadership role at Manager level or higher.
• Proven expertise managing and scaling a CAS business, including bookkeeping, payroll, and outsourced CFO services; this is a must-have.
• Strong understanding of financial systems, reporting, and compliance standards.
• Exceptional leadership, communication, and interpersonal skills.
• Proficiency in accounting software and tools, such as QuickBooks, Xero, and payroll systems.

Nice To Haves

• CPA, CMA, or MBA.

Responsibilities

• Lead marketing and commercial initiatives to grow the CAS business through new client acquisition.
• Support reporting on client growth driven by client volume and periodic price increases.
• Develop and execute the department’s strategic plan in alignment with organizational goals.
• Set and communicate objectives for the CAS, bookkeeping, and payroll teams.
• Identify and implement opportunities to enhance service offerings and expand client relationships.
• Oversee daily CAS, bookkeeping, and payroll operations to ensure efficiency and quality service delivery.
• Establish, monitor, and enforce departmental policies, procedures, and best practices.
• Lead, mentor, and develop team members to foster a high-performing, collaborative culture.
• Conduct regular performance evaluations and provide constructive feedback.
• Identify and support professional development opportunities for team members.
• Serve as a trusted advisor to key clients, offering strategic financial guidance.
• Oversee client onboarding and retention, ensuring consistent delivery of high-value services.
• Monitor and manage the department’s budget, profitability, and financial performance.
• Collaborate with leadership to set pricing strategies and evaluate service profitability.
• Analyze and report on key performance indicators to measure departmental success.

Benefits

• 401(k) match
• Company-paid health, dental, and vision insurance
• Flexible schedule
• Life insurance
• Generous paid time off
• Relocation assistance
• Performance bonus based on team utilization and business unit financial performance
• Potential to replace cash compensation with equity incentives, depending on prior experience, role, and preferences

What This Job Offers

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