Executive Director of CAAS

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At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work‑life balance. It’s time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you’re not just a number; you’re a valued member of a community that supports & celebrates your professional & 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 comprehensive resources.

We are a top 3 accounting and advisory firm in Western New York with nearly 140 partners and associates, including 70 CPAs serving clients across the U.S., Canada, Europe, and South & Central America. We serve all industries and have deep expertise in small business, manufacturing, education, e‑commerce, aerospace & defense, construction, insurance, professional services, private equity, non‑profits, and government entities.

Our key services include Tax Advisory services, M&A/Transaction Advisory services, State & Local Tax services, Client Accounting & Advisory Services (CAAS), Audit & Attestation Advisory services. We strategically partnered with Ascend in 2025 to expand our footprint and enhance our capabilities and service offerings to our clients.

At Tronconi Segarra & Associates (TSA), we empower every client to become his or her best and most confident self through responsible provision of high‑quality financial and business services, products and information. Over the years, our clients have told us that our solutions have made a difference in their businesses and given them the confidence to take the next steps – buy or sell a business, expand a plant, open a new branch, hire additional employees, prepare for the next generation to run their business, expand sales to a new country.

And we’ve been with them every step of the way, providing the support, services and information they need to reach the next level of success.

As the CAAS (Client Accounting & Advisory Services) Service Line Leader, you will be the strategic and operational driver of a $3–$6M practice. This role is designed for a high‑impact leader with deep advisory expertise and a strong understanding of accounting fundamentals. You will shape the future of the CAAS practice by leading business development, overseeing client relationships, and mentoring a high‑performing team.

The practice is growing 30% YoY and needs to maintain momentum through new go‑to‑market technology and organizational structure. This is a Director‑level opportunity for a visionary professional who thrives in a dynamic, entrepreneurial environment.

• Lead the strategic direction, financial performance, and operational execution of the CAAS practice.
• Drive growth, profitability, and resource allocation aligned to financial, client, people, and new business KPIs.
• Serve as the primary point of contact for firm leadership on CAAS‑related initiatives and performance.
• Expand and stand‑up new service offerings that build on transactional accounting & controllership to add CFO Finance, CFO Business Insights, and Trusted Advisor Business Insights services.
• Guide teams in identifying opportunities for deeper engagement and value creation.

• Act as the primary growth engine for the CAAS practice, identifying and converting new business opportunities.
• Lead prospecting efforts, client assessments, and proposal development.
• Collaborate across service lines to identify cross‑sell opportunities and expand client relationships.
• Maintain a deep understanding of market trends, client needs, and competitor offerings.

• Oversee key client relationships, ensuring service excellence and strategic alignment.
• Deliver high‑level advisory services on an ad‑hoc basis,…