Financial Services Director

7 days ago


Jacksonville, Florida, United States Patrick & Raines CPAs Full time

Patrick & Raines CPAs, a leading full-service certified public accounting firm in Jacksonville, Florida, is seeking a skilled Financial Services Director to lead and manage multiple engagements delivering quality CAAS services to our clients.

We envision this key role to be someone who can coordinate and manage write-up work, payroll processing and returns, sales tax returns, tangible returns, and preparation of non-attest financial statements or other engagements. This person will need to be super organized and document workflows, standardize transmittal letters and processes, bring consensus among staff accountants, and champion a unified way of doing things.

The successful candidate will be responsible for being the go-to expert on apps available to streamline our CAAS offerings such as QBO, Xero, Bill.com, LedgerSync, Receipt Bank, etc. They will train new staff on our App Stack, identify clients who could benefit from a more streamlined process, meet with and sell those clients on the benefit, onboard them, and then transition ongoing maintenance to accounting staff.

This position offers excellent opportunities for leadership and career advancement to the right candidate. Our friendly firm allows hybrid work for qualified staff members after an initial training period. Long-term, full-time employees can participate in a healthcare plan partially funded by the firm and 401k plan after a qualifying employment period. We're looking for a skilled candidate who loves clients to help us grow.

Key Responsibilities
  • Develop and maintain professional relationships with clients, consulting regularly on financial statements, budgeting, forecasting, processes, procedures, and general business issues.

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