Advisor, Client Accounting & Advisory Services

🔥 0 minutes ago

🌵 Arizona, District of Columbia, +8 more states – Remote

🌵 Arizona – Remote 🏛️ District of Columbia – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🌲 North Carolina – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote

💵 $110.9k - $172.2k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧾 Accounting Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Aprio

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

🏗️ Construction

💰 Debt Financing on 2018-10

Consulting • Healthcare • Construction

Aprio is a comprehensive business advisory, tax, and accounting firm that provides a range of services across various industries including construction, dental, financial services, healthcare, manufacturing, and technology. They offer services such as business valuation, CFO advisory, succession planning, digital advisory, risk management, and compliance. Aprio is involved in areas like blockchain advisory, ERP and business applications, tax consulting, outsourced accounting, and wealth management. With a strong presence in over 50 countries, Aprio is committed to diversity and corporate social responsibility, continually innovating to meet the needs of their diverse clientele.

📋 Description

• Serve as the primary point of contact and trusted advisor for assigned clients • Build deep knowledge of clients’ business structure, operations, financial performance, tax considerations, and goals • Establish strong relationships through consistent communication, trust, and accountability • Translate financial and operational data into clear, actionable insights • Provide proactive recommendations related to growth, profitability, and operational efficiency • Incorporate tax awareness into client conversations • Identify risks, opportunities, and trends • Lead client conversations, including difficult or sensitive discussions • Deliver timely, thoughtful, high-quality responses to client inquiries • Anticipate client needs and proactively engage ahead of key decisions or milestones • Coordinate across accounting, tax, and internal teams for seamless delivery • Maintain accountability for overall client experience and outcomes • Manage a portfolio of 60–75 clients with competing priorities • Balance strategic advisory work with day-to-day client needs • Operate with ownership and independence • Develop and apply dental industry knowledge to provide tailored guidance • Ensure clients feel supported and confident, and deliver proactive insights and responsive portfolio management

🎯 Requirements

• 5–8+ years of experience in client-facing accounting, advisory, or consulting roles • Demonstrated experience managing a client portfolio or book of business • Strong understanding of financial statements and business performance drivers • Familiarity with tax concepts and their impact on business decisions • Proven ability to build relationships and influence client decision-making • Experience managing multiple priorities in a fast-paced environment • Proficiency in QuickBooks Online and financial reporting tools preferred • Strong client-first, proactive-advisor, communication, relationship-building, accountability, organizational, self-management, courage, and candor competencies • Dental industry knowledge preferred

🏖️ Benefits

• Medical, Dental, and Vision Insurance on the first day of employment • Flexible Spending Account and Dependent Care Account • 401k with Profit Sharing • 9+ holidays and discretionary time off structure • Parental Leave – coverage for both primary and secondary caregivers • Tuition Assistance Program and CPA support program with cash incentive upon completion • Discretionary incentive compensation based on firm, group and individual performance • Incentive compensation related to origination of new client sales • Top rated wellness program • Flexible working environment including remote and hybrid options • Competitive compensation • Industry-leading benefits • Work/life balance • Continuous learning and advancement opportunities • Collaborative culture • Freedom to innovate