Client Advisory Services Manager

Hungerford•Muskegon, MI

3h•Hybrid

About The Position

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.

Requirements

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
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

Nice To Haves

Active CPA, CMA, or MBA preferred

Responsibilities

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