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Trout CPA

Accounting firm offering tax, advisory services

Director of Client Accounting Services

Business OperationsConfirmed live in the last 24 hours
Full-timeLancaster, PA, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in Accounting, Finance, Business Administration, or a related discipline is required.
  • At least 10 years of progressive experience in public accounting, private accounting, Client Accounting Services (CAS), or related advisory services, including 5 years in a leadership role.
  • Strong Microsoft Office skills, including advanced Excel proficiency.
  • Experience with QuickBooks Online or Desktop, Sage Intacct, and other cloud-based financial systems.
  • Proficiency with Power BI or similar analytics tools, workflow software, automation, and artificial intelligence tools.
  • Demonstrated skills in operational leadership, process design, capacity planning, project management, and change management.
  • Strong financial analysis and key performance indicator management skills, with the ability to turn findings into action.
  • Ability to build workflows, accountability, service standards, and quality controls that support growth.
  • Experience leading and developing teams in a professional services environment with competing deadlines.
  • Strong critical thinking and problem-solving skills, including identifying root causes and lasting solutions.
  • Ability to manage competing priorities, lead large initiatives, and meet deadlines.
  • Integrity, professionalism, sound judgment, and commitment to ethical practices.
  • Working knowledge of industry trends, regulatory requirements, operational risks, and emerging Client Accounting Services technologies.
  • Ability to collaborate across service lines and communicate clearly with clients, leaders, and team members.

Responsibilities

  • Develop and maintain Client Accounting Services policies, procedures, workflows, internal controls, and quality standards.
  • Maintain an operating calendar for recurring client deliverables, close cycles, payroll, reviews, renewals, and internal planning.
  • Oversee work intake, engagement setup, assignments, scheduling, workload balancing, reviews, deadlines, and issue escalation.
  • Monitor service delivery and address risks to deadlines, quality, scope, staffing, and client expectations.
  • Lead regular operating meetings to review capacity, overdue work, upcoming deadlines, staffing and technology issues, and corrective actions.
  • Standardize client onboarding, transitions, offboarding, documentation, file management, and engagement administration.
  • Monitor client service and help engagement leaders improve communication, responsiveness, issue resolution, and client retention.
  • Bring significant client, scope, service, or relationship concerns to the responsible Partner and coordinate a response.
  • Work with firm leadership to set operational and financial goals, key performance indicators, budgets, and productivity expectations.
  • Monitor revenue, realization, profitability, write-offs, work in process, billing, scope changes, staffing costs, and efficiency.
  • Report on performance and recommend improvements to underperforming engagements through changes in scope, pricing, workflows, staffing, or client transitions.
  • Provide operational oversight to CAS leaders, staff, specialists, and offshore teams through the engagement leadership structure.
  • Coach CAS leaders on workload management, delegation, performance feedback, and operational decisions.
  • Work with Partners and Human Resources on staffing plans, role expectations, recruiting, onboarding, retention, and development.
  • Ensure managers maintain engagement plans, clear responsibilities, backup coverage, and escalation procedures.
  • Help guide CAS technology priorities with firm technology leaders and other stakeholders.
  • Evaluate and improve accounting, payroll, bill pay, expense, reporting, workflow, analytics, automation, and artificial intelligence tools.
  • Ensure consistent system setup and use, supported by documentation, access controls, training, change management, and data quality standards.
  • Use operational data to identify bottlenecks, recurring issues, and opportunities to improve efficiency, accuracy, capacity, and client service.
  • Maintain capacity plans and allocate work across onshore and offshore teams. Align staffing and skills with client commitments, anticipated work, seasonal demands, and growth plans.
  • Encourage collaboration across service lines to coordinate services and better support clients.
  • Implement and monitor quality standards for accounting, reconciliations, reporting, payroll coordination, documentation, reviews, and client deliverables.
  • Ensure teams follow firm policies, professional and ethical standards, confidentiality requirements, and applicable regulations.
  • Maintain a process to report, resolve, and document service issues, control gaps, complaints, and recurring errors, and use findings to improve practices.
  • Work with quality control leaders and the responsible Partner on complex technical, compliance, independence, and risk matters.

Desired Qualifications

  • A Certified Public Accountant (CPA) designation is desired.
  • Certified Management Accountant (CMA), Chartered Global Management Accountant (CGMA), Project Management Professional (PMP), Lean, Six Sigma, or other relevant credentials are beneficial.

About the Company

Trout CPA

Accounting firm offering tax, advisory services

Trout CPA provides accounting and advisory services for businesses and individuals in central Pennsylvania, with offices in Lancaster, Lancaster City, Carlisle, and Mechanicsburg. It offers traditional services such as tax preparation and financial statements, along with outsourced accounting, data analytics, and other business solutions. The firm assigns clients to a team of specialists who match each client’s needs, ensuring personalized service. Its goal is to help clients manage taxes, finances, and operations more effectively by delivering tailored accounting, analytics, and advisory support.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Lancaster, PA
Founded
1929

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