CAAS Director

CAAS Director

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.

For more information, visit www.ascendtogether.com.

About Wilson Lewis

Wilson Lewis is a growing accounting and advisory firm with offices in Duluth, Atlanta, Alpharetta, and Gainesville, designed to make life easier for clients. Our main objective is to offer quality advisory services, personal attention, and serve as an economic guide to protect and grow your future.

At Wilson Lewis, we believe that great work begins with great people. You’ll join a firm where collaboration, professional growth, and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive, flexible environment — and we’re looking for team members who share our values of excellence, integrity, and fun. In 2025, we are a Regional Leader (Accounting Today), an Inside Public Accounting Top 500 Firm, have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle), and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.

The Role

We are seeking a strategic and entrepreneurial CAAS Director to lead this growing service line, drive client success, elevate our team, and shape the future of our advisory offerings.

The CAAS Director will lead the firm’s client accounting and advisory practice, driving growth through strategic resource management, operational excellence, and high-impact client service. This role combines strategic leadership and a strong understanding of accounting fundamentals with hands-on execution; streamlining processes, building scalable SOPs, and leveraging technology to enhance both client and team experiences.

The Director oversees a growing CAAS portfolio, converts qualified leads into well-scoped engagements, and ensures delivery of meaningful insights and measurable results. The ideal candidate is a self-starter, client-focused, and skilled in technical, advisory, and leadership disciplines, with a passion for developing people and transforming how businesses operate.

This position reports to a firm Partner and is included in the firm’s leadership team meetings.

Key Responsibilities

Practice Management and Strategic Operations

• Manage department resources and project scheduling with data driven decision making to ensure accounts are properly staffed and aligned with demand.
• Develop and refine staffing models for core CAAS service offerings, optimizing collaboration between domestic and offshore teams.
• Oversee workflow management to meet deadlines, and deliver an exceptional client experience.
• Streamline key CAAS processes through clear and effective operating procedures that enhance efficiency, consistency, and employee engagement.
• Evaluate emerging accounting technologies and automation tools; recommend and implement solutions that improve accuracy, efficiency, and the client experience.
• Serve as the primary point of contact for firm leadership on CAAS-related initiatives and performance.
• Assess pricing strategies and service offerings on an ongoing basis, refining them to support profitability and client value.
• Lead integration of newly acquired firms’ CAAS practices, aligning processes, staff and technology with the firm’s operating model.
• Develop CAAS specific metrics and report on a monthly basis to keep firm leadership informed of practice health.
• Develop and present an annual strategic plan for the CAAS practice, outlining growth targets, resource needs, and key initiatives.

Team Leadership and Culture

• Lead, manage, and hold team members accountable to firm goals; monitor utilization and workload to ensure consistent service quality.
• Coach, motivate, and upskill staff through ongoing feedback and performance guidance to support professional growth and engagement
• Foster a culture of strong ownership, accountability, innovation and continuous improvement.
• Conduct formal performance evaluations at least semi-annually and provide regular, constructive feedback throughout the year
• Foster a culture of continuous growth and development, upskilling staff to offer more advisory services.

Client Engagement and Business Development

• Stay current on industry trends and market opportunities to identify strategic growth areas and potential partnerships.
• Oversee key client relationships, ensuring timely communication, service excellence, and strategic alignment.
• Conduct prospect meetings to assess client needs and design appropriately scoped, accurately priced, long term CAAS engagements.
• Implement and execute a go to market plan and review on an ongoing basis.
• Maintain and report on CAAS pipeline.
• Identify scope expansions within existing clients and train staff to identify opportunities as well.
• Standardize the discovery, proposal, and onboarding process for new CAAS engagements.

Required Qualifications

• Bachelor’s degree in Accounting
• 10+ years of general accounting experience
• 4+ years of experience training and supervising staff
• Deep understanding of accounting principles and advisory services.
• Strategic people leader with a track record of building high-performing teams and driving a culture of accountability, continuous improvement, and client-focused excellence.
• Strong critical-thinking, problem-solving, and analytical skills; able to identify root causes of complex issues and design practical, well-structured solutions.
• Process-oriented, with an appreciation for standard operating procedures and the ability to create and refine SOPs.
• Technologically adept, quick to learn new tools and skilled in leveraging automation and AI to optimize processes.
• Excellent communicator, both verbal and written; able to simplify complex accounting and finance concepts and uncover client needs, even when not fully articulated.
• Strong soft skills in project and time management; highly organized, able to manage multiple priorities, and skilled at turning challenges into opportunities.
• Proficient in accounting software; experience with QuickBooks preferred.

Preferred Qualifications

• Experience managing offshore teams
• Experience in evaluating and implementing new software solutions
• Proven ability to grow a client book of business in CAAS services

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• Commitment to Professional Development
• Community Involvement
• Optional Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Karina Matos, Recruiter at [email protected]

We provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. We hire and promote individuals solely based on qualifications for the position to be filled and business needs.