Client Service Manager
About The Position
Client Service Manager Cutler Advisors is hiring! Cutler Advisors is an independent, full-service accounting and advisory firm specializing in accounting, tax, and advisory services for businesses and individuals. We are committed to delivering a highly personalized, white‑glove experience to our premier clients through proactive service, responsiveness, and deep understanding of their needs. We are seeking an experienced Client Service Manager to serve as a trusted, high‑level advisor for a select portfolio of premier clients. This role is centered on delivering an exceptional, white‑glove client experience through proactive relationship management, thoughtful service coordination, and a deep understanding of each client’s accounting and tax needs. The ideal candidate excels at anticipating client needs, navigating accounting and tax service offerings, and ensuring an exceptional client experience across the firm.
Requirements
- Bachelor’s degree required (MBA, CPA, or other professional certification strongly preferred).
- 5–7+ years of experience in client service, relationship management, or account management within a CPA firm or professional services environment.
- Strong working knowledge of accounting, tax, and advisory services, with the ability to discuss these topics credibly and professionally with clients.
- Demonstrated ability to deliver a premium, white‑glove client experience to sophisticated or high‑net‑worth clients.
- Exceptional communication, judgment, and interpersonal skills, with a polished and professional presence.
- Highly organized and detail‑oriented, with a proactive and anticipatory service mindset.
- Deep respect for confidentiality, accuracy, and ethical standards consistent with CPA‑firm practices.
- Ability to manage multiple high‑priority client relationships while collaborating seamlessly with internal teams.
Nice To Haves
- MBA, CPA, or other professional certification strongly preferred
Responsibilities
- Act as a dedicated, senior‑level relationship manager for a curated group of premier clients, delivering a concierge‑style, white‑glove experience.
- Serve as a trusted liaison between clients and internal accounting, tax, and advisory teams, ensuring clarity, responsiveness, and continuity of service.
- Proactively anticipate client needs by maintaining a strong understanding of each client’s business, financial position, and tax considerations.
- Provide high‑touch guidance on firm services, helping clients navigate accounting and tax matters with confidence and ease.
- Coordinate and oversee service delivery timelines to ensure accuracy, consistency, and adherence to professional and regulatory standards.
- Translate complex accounting and tax concepts into clear, client‑friendly communication.
- Ensure seamless onboarding and ongoing service for high‑value clients, setting and maintaining premium service expectations.
- Monitor client satisfaction, address concerns discreetly, and resolve issues with urgency and professionalism.
- Partner closely with firm leadership to continuously refine and elevate the client experience.
- Maintain detailed, accurate client records and service documentation in accordance with firm policies and CPA‑firm best practices.
- Partner with clients and the billing team to set clear payment terms and proactively address outstanding invoices.
Benefits
- Health, Dental, and Vision Insurance (with options for fully paid employee‑only coverage for health and dental)
- Company‑Paid Life and Long‑Term Disability Insurance
- Ancillary benefits, including supplemental life insurance and short‑term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth and development, including access to Becker and LinkedIn Learning
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What This Job Offers
Job Type
Full-time
Career Level
Manager
