Anchin
Director/Principal, Client Accounting Services
New York, NY · Director · Full-time
Sponsorship not specified$200k-$500kDetected 7 days ago
Business DevelopmentNegotiationFinancial AnalysisAccountingForecastingBudgetingQuickBooksTaxLeadershipCommunicationFinancial ReportingNetSuite
About the role
- We are looking for a growth-oriented, strategic Director or Principal to expand our Client Accounting Services (CAS) practice.
- This role will focus on both business development and client service delivery.
Responsibilities
- 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.
- 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.
- Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively, responds to requests in a timely and professional manner.
- Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally, builds effective working relationships and interacts courteously.
Requirements
- 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.
- 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.).
- Strong leadership presence and ability to mentor and grow a dynamic team.
- Education:
- CPA required.
- Proven ability to generate new business, grow client accounts, and build long-term relationships.
Skills
- Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
- Action Oriented: Proactively seeks out new and challenging work.
- To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com
- Entrepreneurial mindset with excellent communication, negotiation, and presentation skills.
Compensation
- Competitive compensation in the range of $200,000 - $500,000+ based on the individual's experience level.
Benefits
- Anchin provides comprehensive benefits, which you can view here.
Company info
- Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries.
- We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.
- Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
- The ideal candidate has a history of building client relationships, growing a book of business, and overseeing high-quality accounting services for a diverse portfolio of clients.
Equal opportunity
- Keeps confidences and develops a reputation for being honest and ethical.
- Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law.
- Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
Visa & Work Authorization
- eligion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law
This listing is sourced directly from Anchin's careers page and normalized into a canonical job model.