Managing Director, Client Accounting & Tax Solutions

Summary / Objective

Reporting to the Chief Operating Officer (COO), the Managing Director, Client Accounting & Tax Solutions is responsible for driving operational excellence, overseeing complex organizational change, and leading transformation initiatives across accounting and tax functions.

Essential Functions

Drive the vision, strategy, and execution of client accounting and tax services, aligning operations with firm-wide goals and growth initiatives.

Design and implement scalable workflows, controls, and performance metrics to continuously improve service delivery, accuracy, and compliance.

Lead financial due diligence, merger & acquisition integration, and standardization of accounting and tax procedures across acquired entities.

Champion organizational change initiatives, including team restructuring, service model evolution including overseas adoption and growth, and technology adoption, while fostering stakeholder alignment.

Serve as a strategic advisor to key clients, ensuring high-quality delivery of accounting, tax planning, and financial consulting services.

Build and lead a high-performing team, driving accountability, professional growth, and a culture of collaboration and excellence.

Responsibilities & Duties

Design and implement scalable processes, workflows, and controls across client accounting and tax operations

Establish and monitor KPIs to drive efficiency, accuracy, and service quality

Lead continuous improvement initiatives to streamline service delivery and reduce operational risk

Oversee technology adoption and automation strategies to enhance productivity and data integrity

Lead financial due diligence, merger & acquisition integration, and operational alignment for acquired entities

Standardize accounting and tax procedures across merged organizations

Collaborate with Compliance, HR, and IT teams to ensure seamless transitions and compliance

Develop integration playbooks and change management strategies for acquired teams

Champion a culture of adaptability and innovation across the organization

Lead organizational change initiatives, including new service models, team restructuring, and client onboarding redesign

Communicate change vision clearly and consistently to internal and external stakeholders

Build alignment across cross-functional teams to support strategic goals

Serve as executive sponsor for key client relationships, ensuring strategic alignment and satisfaction

Identify opportunities to expand service offerings and deepen client partnerships

Drive performance management, succession planning, and professional development

Foster a collaborative, accountable, and high-performance culture

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education & Experience

Bachelor’s degree in Accounting, Finance, or related field required, Master’s or MBA preferred

10+ years of progressive experience in operational leadership, process optimization, and change management, with 5+ years in senior leadership required; experience within public accounting or financial services a plus

Proven track record of designing and implementing scalable operational processes across multi-client or multi-entity environments

Experience leading workflow automation, system integrations, and technology adoption within a professional environment

Direct experience leading M&A due diligence, post-merger integration, and operational harmonization for acquired entities

Demonstrated success in leading organizational change, including team restructuring, service model evolution, and cross-functional alignment

Proven track record of fostering a culture of accountability, collaboration, and continuous improvement

Strong communication, stakeholder engagement, and strategic planning skills

Proficiency with cloud-based accounting platforms and financial technologies strongly preferred

Travel

Minimal travel could be required for conferences, vendor relationships, and potential client growth. International travel is a possibility depending on any growth with an overseas accounting and tax solutions team.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type & Expected Hours of Work

This is a full time, exempt position. Days and hours of work are Monday through Friday 8 : 30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval.

Job Compensation & Benefits

Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Benefits

Competitive Salary

Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance

Dental & Vision Insurance

Unlimited PTO

Firm-Paid Holidays, Including an Extended Winter Break

Safe Harbor 401k Plan

Generous Employer HSA Contributions

Employer Paid Professional Dues, Licenses / Renewals

Continuing Education Resources

Family Planning Assistance Program and Paid Parental Leave

CWA has consistently been recognized from rating services and publications such as :

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100 : Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com . Your concerns will be handled with the utmost confidentiality and care.