Client Advisory Manager
Core
Manage a portfolio of clients as the primary point of contact, overseeing the delivery of accounting and advisory services including financial statements and tax work.
Role type
Client Advisory Manager
Builds
Monthly financial statement delivery, tax returns, and related advisory deliverables for existing clients.
Domain
Accounting and financial services for small and medium-sized businesses.
Deliverable
client delivery
Required skills
Account management, financial statement preparation, tax planning, client relationship management, cross-functional collaboration, system adaptability
Preferred skills
Tax planning expertise, knowledge of accounting and tax systems
Responsibilities
Manage large, named, key client accounts; Monitor client engagements to ensure quality service delivery; Identify opportunities for upselling additional services; Act as a client advocate within the firm to provide insights and feedback.
Seniority
Individual Contributor