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Anchin · 8 hours ago

Director/Partner, Client Accounting Services

New York, NY

Full-time

Hybrid

Director/Executive

10+ years exp

Anchin is a New York City based Certified Public Accounting and Consulting firm providing expert financial advisory to companies across a diverse range of industries. They are seeking a growth-oriented, strategic Director or Partner to expand their Client Accounting Services (CAS) practice, focusing on business development and client service delivery.

Accounting

Growth Opportunities

Responsibilities

Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach

Develop tailored proposals, pricing models, and engagement scopes to win new business

Build and maintain a strong personal and professional brand within the market and community

Partner with marketing and leadership to execute go-to-market strategies and grow the CAS practice

Drive client retention and expansion by identifying cross-sell opportunities and ensuring exceptional client service

Serve as the strategic lead and relationship manager for a portfolio of key clients, acting as a trusted advisor

Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis

Oversee delivery of monthly close, financial reporting, cash flow management, and compliance for client accounts

Ensure timely, accurate, and value-added reporting and insights for all client deliverables

Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff

Implement efficient and scalable workflows, leveraging cloud-based technology and automation

Maintain quality control over deliverables and ensure compliance with applicable accounting standards

Contribute to overall firm leadership, including internal initiatives, training, and process improvements

Qualification

CPACloud-based accounting platformsBusiness developmentFinancial analysisLeadership experienceResilienceAccountabilityNimble learnerAction orientedCommunication skillsNegotiation skillsPresentation skillsInterpersonal skillsTrustworthiness

Required

Bachelor's degree (BA/BS) in Accounting, Finance, or a related field

10+ years of progressive accounting experience, including leadership in public accounting and/or outsourced accounting services

Proven ability to generate new business, grow client accounts, and build long-term relationships

Strong financial acumen and advisory experience with small to mid-sized businesses

Proficiency with cloud-based accounting platforms (e.g., QuickBooks Online, NetSuite, Bill.com, Expensify, etc.)

Entrepreneurial mindset with excellent communication, negotiation, and presentation skills

Strong leadership presence and ability to mentor and grow a dynamic team

Preferred

CPA highly preferred

Company

Anchin

Glassdoor4.4

Anchin is a leading accounting, tax, and advisory firm specializing in the needs of privately held companies, investment funds, and high-net-worth individuals and families.

Founded in 1923

New York, New York, USA

501-1000 employees