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
Financial statements, tax returns, and related advisory deliverables for small and medium-sized businesses
Domain
Accounting and Financial Services
Deliverable
client delivery
Required skills
Client management, Account management, Accounting knowledge, Tax planning, Financial statement preparation, Upselling strategies, Cross-functional collaboration, Client advocacy
Preferred skills
Tax planning experience, Knowledge of accounting and tax systems