About this opportunity
Stonepath lists this Director / Manager, Client Accounting & Advisory Services (CAS) opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Title: Director / Manager, Client Accounting & Advisory Services (CAS)
Compensation: $160k - $225k Base + Bonus
Practice Area: Client Advisory Services, Accounting & Business Advisory
Type: Full-Time (On-site)
We’re partnered with a rapidly growing, advisory-focused CPA firm seeking to hire a Director / Manager, Client Accounting & Advisory Services (CAS) as its Dallas practice continues to expand.
The firm grew revenue by more than 70% from 2024 to 2025 and is known for combining modern technology with a deeply relationship-driven approach to serving business owners. In this role, you’ll own client relationships, provide proactive accounting and advisory support, and help clients use financial data to make smarter business decisions. It’s an exciting time to join a firm that’s redefining what accounting and advisory services can look like.
Responsibilities
Own client relationships.
Provide proactive accounting and advisory support.
Help clients use financial data to make smarter business decisions.
Qualifications
7+ years of accounting experience (public accounting or CAS preferred)
CPA or actively pursuing preferred (not required)
Experience with monthly close, financial reporting, and client-facing work
Strong understanding of financial statements and ability to communicate insights clearly
Experience working with business owners or small to mid-sized companies
Comfortable managing client relationships independently
Bonus Points
Experience with QuickBooks Online, Bill.com, NetSuite, or similar tools
Exposure to advisory services such as budgeting, cash flow analysis, or KPI reporting
What’s in it for you?
Advisory-Focused Work – Go beyond bookkeeping into real business advisory and insight
Direct Client Relationships – Own and grow a portfolio of clients
Work-Life Balance – Stable hours with a predictable workload
Career Growth – Opportunity to grow within a rapidly expanding CAS practice
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.