Senior Manager, Client Advisory Services (Hybrid)
About The Position
The Senior Manager, Client Advisory Services (CAS) leads the delivery of accounting, advisory, and consulting services for a diverse portfolio of clients across multiple industries. The role oversees financial reporting, bookkeeping, operational accounting, tax compliance, and strategic business initiatives, managing engagements from planning through delivery and ensuring quality and compliance with GAAP standards. The Senior Manager identifies opportunities to enhance client value and serves as a trusted advisor and primary point of contact for assigned clients. This highly visible leadership position combines technical expertise, people leadership, and strategic thinking. The Senior Manager mentors and develops CAS team members through coaching, training, work review, and performance feedback, and contributes to practice growth through business development, client relationship management, thought leadership, and strategic initiatives. Employment is contingent on successfully passing a credit check and driver's license verification.
Requirements
- Bachelor's degree in Accounting, Finance, or a related field, or an equivalent combination of education and relevant experience.
- At least 8 years of progressive accounting, advisory, or consulting experience serving multiple clients and industries.
- At least 5 years of people leadership or accounting management experience.
- Successful completion of a credit check and driver's license verification is a condition of employment.
- Strong knowledge of Generally Accepted Accounting Principles (GAAP).
- Experience managing client engagements, project budgets, deadlines, and deliverables.
- Excellent communication, client service, and relationship-building skills.
- Demonstrated ability to mentor, develop, and lead high-performing teams.
Nice To Haves
- CPA license.
- Experience in a small or mid-sized consulting, advisory, public accounting, or outsourced accounting environment.
- Experience advising business owners and executive leadership teams.
- Strong business development and practice growth experience.
Responsibilities
- Lead accounting, advisory, and consulting services for a portfolio of clients across multiple industries.
- Review and analyze monthly, quarterly, and annual financial statements, accounting records, and operational reporting.
- Provide guidance on GAAP compliance, internal controls, operational processes, and financial best practices.
- Review local, state, and federal tax filings, excluding federal income tax returns, and related accounting activities.
- Serve as a technical resource for team members and clients, resolving complex accounting and operational challenges.
- Lead technology implementations, process improvement initiatives, and special consulting projects.
- Serve as the primary point of contact and trusted advisor for assigned clients.
- Understand client operations and identify opportunities to improve efficiency, reporting, and financial performance.
- Manage project scope, timelines, budgets, and client expectations.
- Prepare and revise engagement agreements, statements of work, and service modifications.
- Respond proactively to client questions and seek opportunities to expand client relationships and services.
- Mentor, coach, and develop associates, seniors, and managers within the CAS team.
- Provide timely feedback and support professional growth and technical development.
- Review work products for quality, accuracy, and consistency.
- Assist with hiring, onboarding, training, and performance management activities.
- Promote collaboration, accountability, and exceptional client service.
- Participate in business development, proposal preparation, and client presentations.
- Identify opportunities to provide additional services to existing clients.
- Contribute to thought leadership, professional speaking engagements, industry events, and technical publications.
- Partner with CAS leadership on strategic initiatives and departmental goals.
Benefits
- Fully paid employee medical, dental, vision, life, short-term disability, long-term disability, and AD&D insurance, with benefits beginning on the first day.
- Subsidized dependent coverage.
- 10 paid holidays.
- Up to 5 weeks of flexible time off annually.
- Sabbatical program for tenured employees.
- Paid parental leave.
- Coverage of licensing, certifications, tuition, and association fees.
- Matching 401(k).
- Annual profit-sharing.
- Special performance bonuses.
- On-the-spot recognition rewards.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
