Director of Client Accounting Services

The Director of Client Accounting Services oversees the day-to-day operations, quality, and financial performance of Trout CPA's CAS practice. This role puts CAS strategy into action through consistent processes, effective staffing, and practical use of technology.

What You Will Do

Develop and maintain CAS policies, procedures, workflows, internal controls, and quality standards. Monitor service delivery and address risks to deadlines, quality, scope, staffing, and client expectations.

Why It Might Be a Fit

The Director works with Partners, CAS leaders, engagement teams, Human Resources, Finance, and other service lines to support responsive client service, team development, and profitable growth.

Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, or a related discipline
• At least 10 years of progressive experience in public accounting, private accounting, CAS, or related advisory services
• CPA designation desired; CMA, CGMA, PMP, Lean, Six Sigma, or other relevant credentials are beneficial
• Strong Microsoft Office skills, including advanced Excel proficiency
• Experience with QuickBooks Online/Desktop, Sage Intacct, and other cloud-based financial systems
• Proficiency with Power BI or similar analytics tools, workflow software, automation, and AI tools