Client Accounting Services Director

Client Accounting Services (CAS) Director

DMLO is seeking a Client Accounting Services (CAS) Director to join our team’s Louisville, KY or New Albany, IN office. This position is responsible for the overall management of the Client Accounting Services division including recruitment, scheduling supervision and pricing for clients of various sizes, stages and industries throughout the region. The CAS Director will be responsible for the department’s client portfolio and delivering exceptional client service. 


As the CAS Director, your responsibilities will include:


  • Overseeing the day-to-day operations of the CAS department
  • Managing workloads of CAS staff
  • Overseeing and assisting with client onboarding and conversions
  • Developing and implementing standards to ensure consistency of CAS work and products 
  • Meeting with prospective clients and develop pricing for engagements
  • Monitoring engagement profitability, identifying opportunities to improve profitability, and proposing pricing adjustments annually
  • Providing client support as needed
  • Participating in hiring process for CAS staff
  • Supervising staff including training, advising, and supporting associates in meeting client and Firm expectations
  • Completing evaluations of CAS staff members
  • Working with Firm management to develop and execute strategic plan for growth of the department

What do we look for?


  • Accounting or Business degree (4 years) required
  • Minimum 3 years’ experience with range of CAS services including – full range bookkeeping, payroll tax returns, sale tax returns
  • Experience in a public accounting firm a plus, but not required
  • CPA license preferred, but not required
  • Ability to lead, delegate and instruct
  • Strong communication skills
  • Advanced competency in technical skills and knowledge in the areas of bookkeeping, financial statements, payroll tax, and sales tax
  • Technical knowledge of GAAP and other basis of accounting, including cash and tax, for financial statements
  • Skilled in functionality and extensive use of Quickbooks Online and Quickbooks desktop
  • Experience with Sage Intacct,, Right Networks a plus
  • Ability to use Microsoft products (Word, Excel, Outlook)

With 60+ CPAs and over 150 employees, DMLO CPAs is the largest locally-owned accounting firm in the Louisville area. At DMLO, we know that the success of our firm begins with the individual skills, dedication and success of our staff at every level. The atmosphere at DMLO is rich with opportunities for career growth. While working with a diverse group of clients and state-of-the-art technology , you will experience a culture that values your participation and provides expert professional support. DMLO offers competitive compensation, benefits and a true work/life balance. Our family-friendly environment accommodates individual schedules and enables many of our team to maintain flexible schedules. You will not only have the opportunity to make a meaningful difference, but will have fun and grow wile doing it!

Upload your resume via the form on our Careers page,
or email to Lindsay Beard.

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