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Client Services Team Director (Outsourced Accounting)

United States, Kansas, OlatheClient Operations

Job description

The Client Services Team Director is accountable for the oversight of client financial activities.  The CSTD will oversee the work performed by our controllers, who are providing back-office accounting services to our clients.  The CSTD will also be assigned direct client responsibilities for some of our monthly service clients.  

General Responsibilities:

  • Do the extras – provide clients with unexpected service
  • Consult with clients on business decisions in the areas of accounting, finance, and general business operations
  • Annual Budgeting process for multiple clients and entities
  • Long-range planning and forecasting
  • Lead, Manage, and hold team members Accountable 
  • Follow and continuously develop Fortiviti processes and policies

Job requirements

  • Bachelor’s degree in accounting (or equivalent experience)
  • CPA preferred
  • Progressive experience in accounting/finance – preferably in public accounting, a small business or entrepreneurial environment
  • Strong interpersonal skills – you will talk with clients daily
  • Effective management and mentorship ability
  • Desire for personal growth