Manager, Client Advisory Services

Aston Carter • Dublin, OH

3d • Onsite

About The Position

We’re partnering with a growing, well-established accounting and advisory firm seeking a Manager, Client Advisory Services to join their team. This role blends client-facing responsibilities, accounting oversight, and team leadership in a collaborative environment focused on delivering high-quality service and insights.

Requirements

• 7+ years of accounting experience
• Prior leadership or client management experience
• Strong knowledge of GAAP and financial reporting
• Experience with QuickBooks or similar accounting systems
• CPA, Bachelor’s in Accounting required

Responsibilities

• Serve as the primary point of contact for client engagements
• Oversee accounting functions (AP/AR, reconciliations, financial reporting)
• Review financial statements and ensure accuracy and compliance
• Manage multiple client projects, timelines, and deliverables
• Provide accounting insights and process improvement recommendations
• Lead, mentor, and develop junior team members
• Collaborate cross-functionally to ensure strong client outcomes

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k with 3% contribution)
• Life Insurance (Basic, Voluntary & AD&D)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Wellness Resources
• Four (4) weeks PTO
• Twelve (12) paid holidays, of which three (3) are floating holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Manager