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Director/Partner of Client Accounting Services

Hybrid Full-time $200K/yr - $500K/yr

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Experience Level

Senior Level Manager

Qualifications

The ideal candidate should possess strong leadership skills, a strategic mindset, and a robust background in client accounting services. A proven history of successfully managing client relationships and delivering high-quality service is essential. Experience in business development and a deep understanding of financial advisory services will be critical for success in this role.

About the job

Title: Director/Partner, Client Accounting Services (CAS)

Department: Client Accounting Services (CAS)

Supervises: Senior Managers and below

Role Type: Full-time

Location: New York, NY (Hybrid)

ABOUT THE COMPANY:

Anchin is a distinguished Certified Public Accounting and Consulting firm located in New York City, with additional offices in Long Island and Florida. We specialize in providing exceptional financial advisory services to a broad spectrum of industries, offering a comprehensive suite of accounting, consulting, and business management services, ranging from tax planning and audits to intricate financial restructuring and acquisition analysis.

Anchin has earned accolades such as being named one of the “Best of the Best” accounting firms nationwide, recognized as a Best Place to Work in New York City and State, and hailed as a Best Accounting Firm to Work For across the country.

ABOUT THE POSITION:

We are seeking a dynamic and growth-oriented Director or Partner to elevate our Client Accounting Services (CAS) practice. This pivotal role will emphasize business development and exemplary client service delivery. The successful candidate will have a proven track record of cultivating client relationships, expanding a business portfolio, and ensuring the delivery of high-quality accounting services for a diverse clientele.

RESPONSIBILITIES:

  • Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach.
  • Develop customized proposals, pricing models, and engagement scopes to acquire new business.
  • Establish and uphold a robust personal and professional brand within the market and community.
  • Collaborate with marketing and leadership to implement go-to-market strategies and foster growth in the CAS practice.
  • Enhance client retention and expansion by uncovering cross-sell opportunities and ensuring exceptional client service.
  • Act as the strategic lead and relationship manager for a portfolio of key clients, serving as a trusted advisor.
  • Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis.

About Anchin, Block & Anchin LLP

Anchin is a prestigious CPA and consulting firm in New York City, recognized for its excellence in financial advisory across various sectors. With a commitment to quality and integrity, Anchin delivers comprehensive services that empower businesses to thrive.

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