CAS Director (Client Advisory Services)

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Company: Larson Gross

Location: Bellingham, WA 98225

Description:

WHO WE ARE:

Larson Gross is an innovative, forward-thinking, and team-oriented firm. We are a locally owned, full service public accounting firm based in Bellingham, Lynden, Burlington, Yakima, and Wenatchee, Washington. We offer audit, tax, and consulting services in a variety of industries. Currently Larson Gross has over 200 employees with continuous growth plans. Our growth is a result of our long-term and collaborative approach to client service, and we build genuine relationships with our colleagues, our clients, and the communities we serve.

LOCATIONS: Hybrid or Onsite - Washington State, Western WA (Whatcom, Skagit, Snohomish, King and Pierce County), Central WA (Wenatchee, Yakima, Tri-Cities) Eastern WA (Spokane area) Oregon State, Remote or Hybrid - (Portland Area, Salem, Eugene, Bend, and Medford)

THE OPPORTUNITY:

Are you a visionary leader passionate about transforming client accounting services through technology, strategy, and innovation? We're looking for an experienced Director - Client Advisory Services (CAS) to drive the growth and impact of our CAS practice.

We go beyond traditional accounting-our CAS team delivers high-value, outsourced accounting, CFO-level advisory, and financial technology solutions that help businesses thrive. As a CAS Director, you'll have the opportunity to shape the strategy, lead high-performing teams, and drive business development in this dynamic and growing practice.

WHAT YOU'LL DO:
  • Lead the CAS practice, overseeing client engagements, operations, and strategic direction.
  • Serve as a trusted financial advisor, providing CFO-level insights and business strategy to clients.
  • Develop and implement technology-driven solutions using cloud-based accounting platforms and automation tools.
  • Build and mentor a team of CAS professionals, fostering a culture of growth and excellence.
  • Drive business development efforts, expanding client relationships and identifying new market opportunities.
  • Collaborate with firm leadership on firm-wide initiatives, operational efficiencies, and service innovation.


WHAT WE ARE LOOKING FOR:
  • Bachelor's degree in Accounting, Finance, or related field; CPA, CMA, or MBA preferred.
  • 10+ years of experience in CAS, outsourced accounting, or controllership roles within a public accounting firm or advisory setting.
  • Proven leadership in business development, client management, and team building.
  • Expertise in cloud-based accounting platforms (QuickBooks Online, Sage Intacct, Bill.com, Expensify, etc.)
  • A strategic mindset, with the ability to scale CAS services and drive innovation in client accounting.


WHY LARSON GROSS:
  • Generous PTO and benefits
  • Continuous learning and development opportunities
  • A supportive and inclusive company culture
  • Flexible work arrangements

Compensation Range: $115,000-130,000 depending on experience and qualifications.

At LG we know that our team members are our greatest asset, which is why we focus on creating a truly exceptional workplace for you. Ready to take on a leadership role and help shape the future of our firm? We want to hear from you!

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