As the Audit Services Director, you will provide high-impact leadership and grow relationships with CPA firms across the United States. This role sits at the intersection of client delivery, relationship management, and revenue growth, and is critical to scaling our audit and advisory capabilities. This is a highly visible role with direct impact on growth and strategy in a collaborative, fast-paced, and entrepreneurial environment. Additionally, you will be responsible for managing strategic CPA firm partnerships, expanding existing accounts, and driving new revenue opportunities through our audit-related service offerings.
As a premier consulting and technology firm, alliant is focused on providing solutions to help businesses transform and thrive, while serving as their ongoing growth partner. alliant offers several distinctive service lines to serve our clients.
Responsibilities:
Client Relationship Management:
- Serve as the primary relationship manager for a portfolio of CPA firm partners
- Build deep, trusted relationships with firm leadership and key stakeholders
- Act as a strategic advisor on audit, compliance, and related service opportunities
- Ensure exceptional client experience and retention
- Department and Office Coordination
Revenue Growth & Account Expansion:
- Identify and drive cross-sell and upsell opportunities within existing CPA firm relationships
- Develop and execute account growth strategies
- Own revenue targets and performance metrics for assigned accounts
- Partner with internal teams to bring new service offerings to market
Audit Services Oversight:
- Oversee the delivery of audit-related services, ensuring quality, consistency, and timeliness
- Collaborate with internal delivery teams (U.S. and India) to ensure seamless execution
- Translate client needs into clear business requirements and deliverables
Business Development:
- Support new CPA firm onboarding and relationship expansion to increase wallet share
- Participate in presentations, proposals, and client meetings
- Responsible for high client satisfaction and retention
- Represent alliant at industry events and conferences
Cross-functional Leadership:
- Work closely with:
- Delivery teams (U.S. and India)
- Product and technology teams
- Sales and marketing
- Drive alignment between client expectations and internal execution
Qualifications:
- Bachelor’s degree in business administration, accounting, finance, or related field required
- Required 7+ years of recent experience in Public Accounting (audit focus), or Audit Advisory / Consulting, preferably within a large, global organization.
- CPA license is strongly preferred
- Experience working with or within CPA firms
- Proven experience managing client relationships and growing accounts
- Exposure to outsourced and managed services models
- Superior operational discipline with ability to drive execution
- Experience collaborating with offshore teams and delivering results in a fast-paced environment
- Familiarity with data analytics, automation, or AI in audit
- Strong understanding of audit processes, compliance, and financial reporting
- Strategic thinker with a growth / commercial mindset with strong revenue orientation, along with demonstrated ability to drive revenue and meet growth targets
- Exceptional written and verbal communications skills, including the ability to simplify and synthesize complex concepts and information into clear, concise communications and reports
- Advanced proficiency in Microsoft Office Suite.
- High sense of urgency with the ability to meet deadlines and changing priorities
- Receptiveness to performance feedback within a team environment is essential
- Preferred candidate should reside or relocate to Houston
alliant offers competitive compensation with a performance-based bonus tied to revenue growth, along with a comprehensive benefits package including 100% employer paid medical /dental premiums for single coverage for certain options, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group exercise classes, paid covered parking, daily allowance for onsite café and Starbucks, and more!
Do Work That Matters. alliant
Skills Required
- Bachelor's degree in business administration, accounting, finance, or a related field
- 7+ years of recent public accounting experience with an audit focus, or audit advisory/consulting experience
- Experience working with or within CPA firms
- Experience managing client relationships and growing accounts
- Exposure to outsourced and managed services models
- Operational discipline and ability to drive execution
- Experience collaborating with offshore teams and delivering results in a fast-paced environment
- Familiarity with data analytics, automation, or AI in audit
- Strong understanding of audit processes, compliance, and financial reporting
- Strategic, growth-oriented, and commercially minded approach with demonstrated revenue and target achievement
- Exceptional written and verbal communication skills
- Advanced proficiency in Microsoft Office Suite
- Ability to meet deadlines and manage changing priorities
- Receptiveness to performance feedback within a team environment
- CPA license
- Residence in or willingness to relocate to Houston
What We Do
alliantgroup, LP is the leading international tax specialty services provider, working with CPA firms and their clients to ensure companies receive the full benefit of federal and state tax incentives to create jobs and spurring innovation. No other firm has alliantgroup's combination of talent, resources, and experience to substantiate business claims. We hear time and again from our clients how much they value our industry knowledge, attention to detail, and consideration for their time. Our people and culture set us apart as a firm, and our staff includes professionals from a diverse array of fields, including architecture, engineering, software development, chemistry, and accounting. alliantgroup also maintains an active Strategic Advisory Board of former law and policymakers, bringing a deep bench of expertise from Washington insiders on the forefront of tax legislation. In addition, our firm works closely with industry and CPA organizations to educate and spread the word of the many credits and deductions available to small to medium-sized businesses.
