Client Accounting Services - Director/Partner jobs in United States
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WhiteCap Search · 13 hours ago

Client Accounting Services - Director/Partner

positionNew York, NY
timeFull-time
remoteHybrid
seniorityDirector/Executive
date10+ years exp

WhiteCap Search is seeking a Strategic Director or Partner to lead and expand its Client Accounting Services (CAS) practice. This senior-level role involves business development and high-level client service delivery, focusing on driving market presence and strengthening client relationships.

Professional ServicesRecruitingStaffing Agency

Responsibilities

Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach
Develop customized proposals, pricing models, and engagement scopes to win new business
Build and maintain a strong personal and professional brand within the market and local business community
Partner with marketing and firm leadership to execute go-to-market strategies and grow the CAS practice
Drive client retention and expansion by identifying cross-sell opportunities and delivering exceptional client service
Serve as the strategic lead and primary 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 monthly close, financial reporting, cash flow management, and compliance for client accounts

Qualification

CPACloud-based accounting platformsFinancial analysisLeadership in accountingFinancial acumen

Required

Bachelor's degree (BA/BS) in Accounting, Finance, or a related field
CPA highly preferred
10+ years of progressive accounting experience, including leadership in public accounting and/or outsourced accounting services
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.)

Company

WhiteCap Search

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WhiteCap Search is a staffing and recruiting firm that functions to enhance the experience of the job search process.
dateFounded in 2017
location
New York, New York, USA
people-size51-200 employees
web-link
https://www.whitecapsearch.com

Funding

Current Stage
Growth Stage

Leadership Team

J
Jerry Battipaglia
Co-Founder & CEO
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B
Barbara Tamberlane
COO and Founding Partner
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Company data provided by crunchbase