Director, Client Accounting Services

Sorren

. Provide executive oversight of complex client portfolios, including multi-entity groups, high-growth startups, and high-volume transactional operations .

Posted 10/28/2026full-timeMeridian • Idaho • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in U.S. GAAP, financial reporting, and scalable accounting systems, with a strong focus on client relationship management and strategic financial advisory. Proven ability to lead teams, drive process improvements, and implement cloud-based accounting solutions.

Highest-signal resume keywords

10+ Years Of Experience In General AccountingCPA License Or EligibleExpert-Level Knowledge Of U.S. GAAPMastery Of Cloud-Based Accounting PlatformsAdvanced Project Leadership Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Reporting FrameworksInternal Control DesignProcess AutomationERP ImplementationsMulti-Entity ConsolidationsClient Portfolio ManagementFinancial Transformation InitiativesMonth-End Close CyclesKPI DevelopmentWorkflow Systems

Soft Skills

Executive CommunicationRelationship-BuildingAnalytical Problem-SolvingLeadership DevelopmentTeam Collaboration

Tools & Technologies

QuickBooks OnlineNetSuiteSage IntacctFathomBILLJiravCloud Accounting SystemsAI ToolsWorkflow Optimizers

Certifications & Qualifications

CPA License

Industry Keywords

Financial TransformationOutsourced AccountingM&ARisk MitigationService DeliveryClient SatisfactionProcess ImprovementTalent AcquisitionPractice Management

Tech Stack

Tools & technologies

CloudERP

About the role

Key responsibilities & impact

Provide executive oversight of complex client portfolios, including multi-entity groups, high-growth startups, and high-volume transactional operations
Drive the strategic vision of the outsourced accounting practice
Guide clients through financial transformation initiatives, ERP implementations, process automation, shared services transitions, and IPO or transaction readiness
Advise CFOs, founders, and executive teams on strategic planning, fundraising, M&A, and risk mitigation
Ensure accurate and timely delivery of financial statements, internal dashboards, KPIs, and management reporting packages
Lead scalable financial processes, month-end close cycles, internal controls, and workflow systems
Serve as technical lead on complex accounting matters and provide GAAP-compliant guidance
Develop and maintain client service standards, documentation protocols, and workflow best practices
Maintain accountability for service delivery, budgets, and client satisfaction
Oversee engagement structuring and pricing
Resolve client concerns and internal challenges as primary escalation point
Foster long-term client partnerships and identify risks, opportunities, and value-added recommendations
Lead, coach, and support accounting managers, seniors, and associates
Promote a collaborative, accountable, inclusive, and high-performance team culture
Participate in cross-functional initiatives with tax, advisory, and assurance leaders
Champion process improvement, automation, cloud accounting systems, AI tools, and workflow optimizers
Evaluate and implement technologies and best practices
Participate in leadership meetings, resource planning, practice management, and talent acquisition
Lead internal technical trainings and knowledge-sharing efforts
Meet annual billable hour and other productivity targets
Perform other duties assigned by firm leadership

Requirements

What you’ll need

10+ years of experience in general accounting
CPA license or eligible (preferred)
Bachelor’s degree in accounting or related field
Expert-level knowledge of U.S. GAAP, financial reporting frameworks, and internal control design
Experience architecting and executing scalable accounting systems, process automation, and ERP implementations
Mastery of cloud-based accounting platforms such as QuickBooks Online, NetSuite, and Sage Intacct
Experience with Fathom, BILL, and Jirav
Experience overseeing large, dynamic client portfolios, including multi-entity consolidations and international operations
Track record of developing leaders at all levels
Strong executive communication and relationship-building skills
Strategic financial mindset and ability to translate financial data into actionable insights
Advanced project leadership and resource management skills
Proactive and analytical problem-solving orientation
Commercial acumen and business advisory skills
Recognized thought leadership and technical expertise
Commitment to ongoing professional development
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Benefits

Comp & perks

Generous paid time off
Comprehensive medical, dental, and vision coverage
Life and disability insurance
401(k) retirement savings plan
Paid holidays, including a firmwide winter break (December 24 – January 1)
Paid parental leave (available after one year of service)
Mentorship and career development programs
CPA exam support to help you succeed on the path to licensure
Firm-sponsored events and spontaneous team activities
Celebrations to mark milestones like the end of busy season and the holidays
Benefits available to full-time employees regularly scheduled to work at least 30 hours per week
Hybrid work arrangement