Client Advisory Manager
Get new jobs like this one by email. Create a free account for job alerts and to save the jobs you like.
Job Summary
To support a growing CPA and advisory firm, the full-time Client Advisory Manager will build trusted relationships with business owners, leading conversations about financial performance and coordinating with tax and accounting professionals while working remotely.
Key responsibilities
- Build and maintain relationships with business owners, serving as the primary contact for their accounting, tax, and advisory needs
- Lead discussions regarding financial performance, profitability, cash flow, and business decisions
- Coordinate with technical professionals to ensure client needs are met accurately and timely
Required qualifications
- Significant experience in tax, accounting, or financial advisory, preferably with multiple business clients
- Strong understanding of accounting and U.S. tax concepts
- Proven ability to manage client relationships and projects effectively
- Confidence to lead discussions and recognize when technical expertise is necessary
- Strong organizational skills and ability to work independently in a remote setting
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 38,895 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
