Lead the future of professional accounting by shaping a unified, high-performing network of CPA practices. In this executive role, you will establish rigorous technical standards, ensure consistent service quality, and guide the strategic integration of acquired firms into a cohesive, scalable organization.
Strategic Leadership & Firm Building
Architect the foundation of a new accounting entity by defining operating models, governance frameworks, and performance benchmarks. Lead the harmonization of independently managed practices, aligning them under a shared vision, culture, and set of professional values.
Operational Excellence & Quality Assurance
Own the firm’s technical integrity by implementing peer review systems, leading complex tax consultations, and setting firmwide quality controls. Develop and enforce standardized protocols that elevate consistency, accuracy, and compliance across all engagements.
Integration & Organizational Transformation
- Lead M&A integration with a focus on cultural alignment, leadership transition, and operational scalability
- Design and deploy onboarding playbooks and leadership development frameworks
- Guide entrepreneurial practices through transformation into professionally managed entities
- Partner with diligence teams to assess leadership capability and cultural fit
Performance Management & Team Development
Oversee a comprehensive performance scorecard tracking utilization, margins, client satisfaction, and retention. Directly mentor emerging CPA leaders, set clear performance expectations, and foster a culture of accountability and continuous improvement.
Technology & Innovation
Collaborate with automation and shared services teams to integrate AI and intelligent systems into core workflows. Serve as the strategic link between traditional accounting practices and next-generation efficiency platforms, ensuring technology enhances professional delivery.
Executive Influence & External Representation
Advise the CEO and Chief Product & Technology Officer on professional standards, client service evolution, and automation strategy. Represent the organization to regulators, financial institutions, and investors, maintaining strong external credibility.
Qualifications
Applicants should bring senior leadership experience from a Top 100, mid-market, or regional accounting firm. Proven success in building practices from inception, shaping successor leadership, and embedding automation into professional workflows is essential. Demonstrated expertise in change management, M&A integration, and cultural transformation is highly valued.
