Client Advisory Services Manager

Your Impact

As a Client Advisory Services Manager, you’ll serve as a strategic partner to our clients, helping them navigate complex financial challenges and make informed business decisions. This is a highly visible, client-facing role where you’ll lead engagements, mentor team members, and deliver insights that go well beyond compliance.

Your days will be dynamic and impactful—balancing hands-on client work, team leadership, and forward-looking advisory conversations that help businesses thrive.

How You Will Add Value

• Provide strategic oversight of full-cycle client engagements for for-profit organizations
• Lead financial discussions, prepare for advisory meetings, and translate data into actionable insights
• Develop and review financial models, budgets, and forecasts to support client growth initiatives
• Oversee payroll processes and manage sales and use tax compliance
• Identify opportunities to improve accounting processes, systems, and internal controls
• Collaborate with internal teams across service lines to deliver a seamless client experience
• Mentor and coach staff, building confidence, skills, and future leaders
• Contribute to business development and marketing efforts that support firm growth

What We're Looking For

• Bachelor’s degree in Accounting, Finance, or another related field
• 5+ years of relevant public accounting experience
• 3+ years in a client-facing leadership or advisory role
• Active CPA, CMA, or MBA preferred
• Experience with accounting platforms such as QuickBooks, Intacct, or NetSuite
• Strong analytical, problem-solving, and communication skills
• A collaborative, servant-focused mindset when working with clients and teammates
• Ability to manage multiple priorities while maintaining high-quality work

What You'll Gain

• Immediate eligibility for medical, dental, and vision insurance
• Flexible scheduling and personalized hybrid work arrangements
• Generous PTO, paid holidays, and parental leave
• 401(k) + company match and retirement advising
• Opportunities to get involved through volunteer hours, DEI initiatives, and community engagement
• A supportive, people-first environment where your expertise and ideas are valued