Director | Outsourced Accounting Services

CBIZ•San Francisco, CA

7d•Hybrid

About The Position

Many organizations talk about culture. Ours lives it every day. You'll join a team of talented professionals who have built lasting relationships through years of collaboration. With an average team tenure of four to five years, we've created an environment where people feel valued, supported, and empowered to grow. We challenge one another, learn from one another, celebrate successes together, and genuinely enjoy the work we do.

Requirements

Bachelor's degree required
8 years of experience in public accounting or related field
6 years of supervisory experience
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proven high level of business integrity, client service and leadership skills
Must be able to travel based on client and business needs

Nice To Haves

Master’s degree in accounting, taxation or related field
Active CPA or equivalent certification
Significant experience with cloud-based accounting and business systems (e.g., QBO, Sage Intacct, NetSuite, Yardi, BILL, Ramp, Gusto, Avalara), including remote collaboration tools
Advanced proficiency in Microsoft Excel and other Microsoft Office applications, including CoPilot.
Demonstrated ability and willingness to apply AI tools to maximize efficiency across engagements, where applicable

Responsibilities

Oversee engagement teams and manage all aspects of client engagements, ensuring exceptional service delivery to assigned clients
Serve as a trusted advisor to clients; supervise and review monthly closes and all deliverables, including financial statements, annual budgets, and audit preparations
Develop a deep understanding of each client’s operations, systems, procedures, and internal controls to deliver tailored solutions and insightful guidance
Demonstrate a strong sense of urgency, accountability, and commitment to quality in the completion of all client deliverables within deadlines
Take ownership of client billing upon becoming familiar with engagement scope and budgeted hours; monitor job progress and analyze overruns, present recommendations for additional billing to the Managing Director
Set the example for new client development, networking internally and externally, contributing to presentations and proposals, and identifying cross-selling opportunities.
Actively cultivate all sales leads and convert prospects to new clients, ushering them through the onboarding process
Proactively identify and address financial or operational challenges for clients, offering practical recommendations and solutions
Assist with the selection, implementation, and integration of accounting software and complementary third-party systems (e.g., payroll, POS, time & billing) as needed
Foster a collaborative, high-performance team environment, supporting management initiatives and promoting a positive organizational culture
Train and supervise senior and staff accountants, ensuring objectives are accomplished efficiently and effectively; provide hands-on support as required
Execute other responsibilities and special projects as assigned