Client Advisory Manager

About the role

We're a people-first firm committed to helping businesses overcome financial challenges and achieve their goals. Our culture is built around four core values:

• Own It – Take pride in solving problems and delivering results.
• Be an Ideal Team Player – Collaborate, support others, and succeed together.
• Make a Positive Impact – Create meaningful value for our clients, team, and community.
• Embrace a Growth Mindset – Keep learning, improving, and growing.

Join a supportive team where your work matters, your growth is encouraged, and your contributions make a real impact. As a Client Advisory Manager, you'll play a crucial role in managing client relationships, leading tax compliance efforts, and driving business development in a fast-paced, ever-improving environment.

Responsibilities

• Manage a book of 50+ clients, providing expert tax advice, quarterly planning, and ongoing business development.
• Lead and mentor a team of staff accountants and junior managers to ensure timely, accurate deliverables and seamless client service.
• Prepare, review, and finalize personal, corporate, and partnership tax returns while staying up to date with tax laws.
• Identify new business opportunities, expand firm services, and cultivate strong client relationships to contribute to practice growth.
• Drive improvements in processes, collaborate on firm goals, and embrace change to ensure we're always at the forefront of the industry.

Requirements

• 5+ years in public accounting with a strong focus on tax, including managing client relationships and leading teams.
• Proficient in tax research, business consulting, and managing multiple priorities under tight deadlines.
• Strong interpersonal and communication skills with the ability to collaborate with clients, colleagues, and firm leadership.
• Enthusiastic about continuous learning and applying new software, processes, and strategies to improve efficiency.
• Passion for mentoring others, maintaining professional development, and growing within the firm.
• CPA or EA certification required; must be committed to obtaining it promptly if not already certified.
• Proficient in Outlook, Excel, Word, QuickBooks, Qount, and tax-related tools.

Employment is contingent upon the successful completion of a background check and credit check, consistent with applicable laws.