Advisor, Client Accounting & Advisory Services

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them.

About the role

The Client Advisor (Manager) serves as the primary relationship owner for a portfolio of approximately 60–75 clients, acting as a strategic partner to drive business performance and long-term client success. This role extends beyond traditional accounting, requiring the ability to deeply understand each client’s business, financial position, tax considerations, and strategic goals, and translate that understanding into actionable guidance. The Advisor is responsible for delivering a high-touch, proactive client experience, balancing responsiveness with forward-thinking insights that help clients make informed decisions and achieve their objectives.

Responsibilities

• Client Relationship Ownership
  • Serve as the primary point of contact and trusted advisor for assigned clients
  • Build deep knowledge of each client’s:
    • Business structure and operations
    • Financial performance and key drivers
    • Tax considerations and implications on decision-making
    • Short- and long-term goals
  • Establish strong relationships through consistent communication, trust, and accountability
• Advisory & Strategic Guidance
  • Translate financial and operational data into clear, relevant, and actionable insights
  • Provide proactive recommendations related to growth, profitability, and operational efficiency
  • Incorporate tax awareness into client conversations, helping clients understand:
    • How tax strategy impacts cash flow and profitability
    • Timing of decisions and financial outcomes
    • When to engage tax specialists for more complex needs
  • Identify risks, opportunities, and trends, and bring them forward at the right time
  • Lead client conversations with confidence, including navigating difficult or sensitive discussions
• Client Experience & Service Delivery
  • Deliver timely, thoughtful, and high-quality responses to client inquiries
  • Anticipate client needs and proactively engage ahead of key decisions or milestones
  • Coordinate across accounting, tax, and other internal teams to ensure seamless delivery
  • Maintain accountability for the overall client experience and outcomes, regardless of who performs the work
• Portfolio & Workflow Management
  • Effectively manage a portfolio of 60–75 clients with competing priorities
  • Demonstrate strong self-management, organization, and follow-through
  • Ensure consistent communication cadence and no breakdowns in responsiveness
  • Balance strategic advisory work with day-to-day client needs
  • Operate with a high degree of ownership and independence
• Industry Expertise (Preferred)
  • Develop and apply knowledge of the dental industry, including:
    • Practice operations and performance drivers
    • Growth strategies (e.g., scheduling, staffing, production optimization)
    • Common financial and operational benchmarks
  • Use industry insights to provide more tailored and differentiated guidance

Qualifications

• 5–8+ years of experience in client-facing accounting, advisory, or consulting roles
• Demonstrated experience managing a client portfolio or book of business
• Strong understanding of financial statements and business performance drivers
• Familiarity with tax concepts and their impact on business decisions (does not require deep technical tax expertise)
• Proven ability to build relationships and influence client decision-making
• Experience managing multiple priorities in a fast-paced environment
• Proficiency in QuickBooks Online and financial reporting tools preferred

Skills

• Client-first mindset – delivers a high-touch, relationship-driven experience
• Proactive advisor – anticipates needs and brings insights forward
• Strong communicator – clear, confident, and able to simplify complex topics
• Relationship builder – likable, trustworthy, and able to build rapport quickly
• Accountability & follow-through – highly responsive with strong execution discipline
• Organizational excellence – effectively manages a high-volume portfolio
• Courage & candor – comfortable having honest, sometimes difficult conversations
• Self-management – operates independently while collaborating effectively

What Success Looks Like

• Clients feel known, supported, and confident in their advisor
• The Advisor consistently delivers proactive insights, not just reactive responses
• Portfolio is managed with strong responsiveness, organization, and follow-up
• Client conversations reflect both financial and tax awareness
• Strong collaboration across teams results in seamless, high-quality service delivery

Pay

$110,900 - $172,200 a year

The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

Why Work For Aprio

• Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.