[Hiring] Director of Client Bookkeeping Services @Pro Talent Solutions

Role Description

A growing bookkeeping services firm is seeking a Director of Client Bookkeeping Services to lead and continue building its client service and bookkeeping operation. This is a senior leadership role overseeing both the team and the quality of service delivered across client accounts. The Director will be responsible for:

• Strengthening processes and systems
• Improving efficiency and scalability
• Developing the team
• Helping shape the growth strategy for the business

The ideal candidate comes from a client services bookkeeping environment and combines strong accounting knowledge with excellent communication skills, operational thinking, and a forward-looking approach to technology and AI.

Responsibilities

• Lead the client bookkeeping function and oversee the quality, accuracy, and timeliness of work across client accounts
• Oversee full-cycle bookkeeping and accounting services, including monthly close, reconciliations, AP/AR, financial reporting, and related functions
• Serve as a senior point of contact for clients and ensure a consistently high level of communication and service
• Lead, manage, mentor, and develop the bookkeeping and accounting team
• Establish clear standards, accountability, and quality controls across the department
• Build and improve processes, workflows, and operating procedures as the business grows
• Evaluate and implement systems, automation, and technology to improve efficiency and scalability
• Identify practical opportunities to incorporate AI into workflows, reporting, client service, and internal operations
• Improve client onboarding, ongoing service delivery, reporting, and internal review processes
• Work closely with leadership on staffing, capacity planning, service offerings, and growth strategy
• Help build a scalable operation while maintaining strong client relationships and high-quality work

Qualifications

• Strong experience in a client services bookkeeping environment
• Strong knowledge of full-cycle bookkeeping and accounting, including month-end close, reconciliations, and financial reporting
• Proven experience leading and developing teams
• Excellent communication and relationship-management skills, with the ability to work directly with clients and senior decision-makers
• Strong process-building and systems mindset
• Forward-thinking approach to technology, automation, and AI
• Ability to think strategically while staying close enough to the work to understand and improve execution
• Driven, proactive, and comfortable taking ownership in a growing business