Advisor, Client Accounting & Advisory Services

This is a fully remote position, open to applicants in Arizona, +9 more states.

📋 Description

• Act as the main point of contact and trusted advisor for designated clients

• Develop a thorough understanding of clients’ business structures, operations, financial performance, tax implications, and objectives

• Build robust relationships through regular communication, trust, and accountability

• Convert financial and operational data into concise, actionable insights

• Offer proactive recommendations concerning growth, profitability, and operational efficiency

• Integrate tax awareness into discussions with clients

• Identify risks, opportunities, and trends

• Facilitate client discussions, including challenging or sensitive topics

• Provide timely, thoughtful, and high-quality responses to client inquiries

• Anticipate client needs and engage proactively ahead of important decisions or milestones

• Collaborate with accounting, tax, and internal teams to ensure seamless service delivery

• Maintain accountability for the overall client experience and outcomes

• Manage a portfolio of 60–75 clients with competing priorities

• Balance strategic advisory tasks with daily client requirements

• Operate with a sense of ownership and independence

• Cultivate and apply knowledge of the dental industry to provide customized guidance

• Ensure clients feel supported and confident while delivering proactive insights and responsive portfolio management

⛳️ Requirements

• 5–8+ years of experience in client-facing accounting, advisory, or consulting positions

• Proven experience in managing a client portfolio or book of business

• Strong grasp of financial statements and drivers of business performance

• Familiarity with tax concepts and their effects on business decisions

• Demonstrated ability to build relationships and influence client decision-making

• Experience in managing multiple priorities in a fast-paced setting

• Preferred proficiency in QuickBooks Online and financial reporting tools

• Strong competencies in client-first mentality, proactive advising, communication, relationship-building, accountability, organization, self-management, courage, and candor

• Dental industry knowledge is preferred

🏝️ Benefits

• Medical, Dental, and Vision Insurance available from the first day of employment

• Flexible Spending Account and Dependent Care Account options

• 401k with Profit Sharing

• 9+ holidays and a discretionary time-off structure

• Parental Leave – coverage for both primary and secondary caregivers

• Tuition Assistance Program and CPA support program with cash incentives upon completion

• Discretionary incentive compensation based on firm, group, and individual performance

• Incentive compensation related to the origination of new client sales

• Highly-rated wellness program

• Flexible working environment including remote and hybrid possibilities

• Competitive compensation

• Industry-leading benefits

• Work/life balance

• Ongoing learning and advancement opportunities

• Collaborative culture

• Opportunity for innovation