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 existing clients
Domain
Accounting and financial services
Required skills
Client management, Account management, Accounting knowledge, Tax planning, Financial services understanding, System adaptability
Preferred skills
Tax planning experience, 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