CAAS Director

Who We Are

About Ascend

At Ascend we recognize the struggles that accounting & finance professionals face in traditional firmsfrom rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here youre not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality and where your career advancement is supported by a nurturing network and robust resources.

Backed by private equity from people-focused Alpine Investors Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital robust talent acquisition and training leading quality management resourcesbest-of-breed technology AI tools an offshore captive shared back-office services a catalytic leadership system and modernized equity incentives so that firms can surmount todays industry challenges to reach their full potential.

For more information visit.

About Wilson Lewis

Wilson Lewis is a growing accounting and advisory firm with offices in Duluth Atlanta Alpharetta and Gainesville designed to make life easier for clients. Our main objective is to offer quality advisory services personal attention and serve as an economic guide to protect and grow your future.

At Wilson Lewis we believe that great work begins with great people. Youll join a firm where collaboration professional growth and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive flexible environment and were looking for team members who share our values of excellence integrity and 2025 we are a Regional Leader (Accounting Today) an Inside Public Accounting Top 500 Firm have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle) and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.

The Role

We areseekinga strategic and entrepreneurial CAAS Director to lead this growing service line drive client success elevate our team and shape the future of our advisory offerings.

TheCAAS Directorwill lead the firms client accounting and advisory practice driving growth through strategic resource management operational excellence and high-impact client service. This role combinesstrategic leadership and a strong understanding of accounting fundamentals withhands-on execution;streamlining processes building scalable SOPs andleveragingtechnology to enhance both client and team experiences.

The Director oversees a growing CAAS portfolio converts qualified leads into well-scoped engagements and ensures delivery of meaningful insights and measurable results. The ideal candidate is a self-starter client-focused and skilled in technical advisory and leadership disciplines with a passion for developing people and transforming how businesses operate.

Key Responsibilities

Practice Management and Strategic Operations

• Manage department resources and project scheduling with data driven decision making to ensure accounts are properly staffed and aligned with demand.
• Develop and refine staffing models for core CAAS service offerings optimizing collaboration between domestic and offshore teams.
• Oversee workflow management to meet deadlines and deliver an exceptional client experience.
• Streamline key CAAS processes through clear and effective operating procedures that enhance efficiency consistency and employee engagement.
• Evaluate emerging accounting technologies and automation tools; recommend and implement solutions that improve accuracy efficiency and the client experience.
• Serve as the primary point of contact for firm leadership on CAAS-related initiatives and performance.

Team Leadership andCulture

• Lead manage and hold team members accountable to firm goals; monitorutilizationand workload to ensure consistent service quality.
• Coach motivate and upskill staff through ongoing feedback and performance guidance to support professional growth and engagement
• Foster a culture of strong ownership accountability innovation and continuous improvement.
• Conduct formal performance evaluations at least semi-annually and provide regular constructive feedback throughout the year

Client Engagement and Business Development

• Stay current on industry trends and market opportunities toidentifystrategic growth areas and potential partnerships.
• Oversee key client relationships ensuring timely communication service excellence and strategic alignment.
• Conduct prospect meetings to assess client needs and design appropriately scoped accurately priced long term CAAS engagements.
• Strengthen advisory relationships with clients by proactively identifying opportunities to expand services and support evolving business needs

Required Qualifications

• Bachelors degree in Accounting
• 10 years of general accounting experience
• 4 years of experience training and supervising staff
• Deep understanding of accounting principles and advisory services.
• Strategic people leader witha track recordof building high-performing teams and driving a culture of accountability continuous improvement and client-focused excellence.
• Strong critical-thinking problem-solving and analytical skills; able to identify root causes of complex issues and design practical well-structured solutions.
• Process-oriented with an appreciation for standard operating procedures and the ability to create and refine SOPs.
• Technologically adept quick to learn new tools and skilled in leveraging automation and AI to optimize processes.
• Excellent communicator both verbal and written; able to simplify complex accounting and finance concepts and uncover client needs even when not fully articulated.
• Strong soft skills in project and time management; highly organized able to manage multiple priorities and skilled at turning challenges into opportunities.
• Proficient in accounting software; experience with QuickBooks preferred.

Preferred Qualifications

• Experience managingoffshoreteams
• Experience in evaluating and implementing new software solutions
• Proven ability to grow a client book of business in CAAS services

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture strong community involvement and a dedication to constantly increasing our competencies. We truly believe that when you succeed the firm succeeds and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being health and ongoing professional growth:

• Flexible PTO
• Medical Dental Vision & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• Commitment to Professional Development
• Community Involvement
• Optional Equity Program Eligibility at Sr. Manager Level top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role please reach out to Kim Chedgy Manager of Recruiting at.

We provide a fair and equal employment opportunity for all candidates regardless of race color religion national origin gender pregnancy sexual orientation gender identity/expression age marital status disability or any other legally protected characteristic. We hire and promote individuals solely based on qualifications for the position to be filled and business needs.