Advisor, Client Accounting & Advisory Services

The Client Advisor (Manager) serves as the primary relationship owner for a portfolio of approximately 60–75 clients, acting as a strategic partner to drive business performance and long-term client success. 

This role extends beyond traditional accounting, requiring the ability to deeply understand each client’s business, financial position, tax considerations, and strategic goals, and translate that understanding into actionable guidance. 

The Advisor is responsible for delivering a high-touch, proactive client experience, balancing responsiveness with forward-thinking insights that help clients make informed decisions and achieve their objectives.

Position Responsibilities:

Client Relationship Ownership 

• Serve as the primary point of contact and trusted advisor for assigned clients
• Build deep knowledge of each client’s:  
  • Business structure and operations 
  • Financial performance and key drivers 
  • Tax considerations and implications on decision-making
  • Short- and long-term goals 
• Establish strong relationships through consistent communication, trust, and accountability 

Advisory & Strategic Guidance 

• Translate financial and operational data into clear, relevant, and actionable insights 
• Provide proactive recommendations related to growth, profitability, and operational efficiency 
• Incorporate tax awareness into client conversations, helping clients understand:  
  • How tax strategy impacts cash flow and profitability 
  • Timing of decisions and financial outcomes 
  • When to engage tax specialists for more complex needs 
• Identify risks, opportunities, and trends, and bring them forward at the right time 
• Lead client conversations with confidence, including navigating difficult or sensitive discussions 

Client Experience & Service Delivery 

• Deliver timely, thoughtful, and high-quality responses to client inquiries 
• Anticipate client needs and proactively engage ahead of key decisions or milestones 
• Coordinate across accounting, tax, and other internal teams to ensure seamless delivery 
• Maintain accountability for the overall client experience and outcomes, regardless of who performs the work 

Portfolio & Workflow Management 

• Effectively manage a portfolio of 60–75 clients with competing priorities 
• Demonstrate strong self-management, organization, and follow-through 
• Ensure consistent communication cadence and no breakdowns in responsiveness 
• Balance strategic advisory work with day-to-day client needs 
• Operate with a high degree of ownership and independence

Industry Expertise (Preferred)

• Develop and apply knowledge of the dental industry, including:  
  • Practice operations and performance drivers 
  • Growth strategies (e.g., scheduling, staffing, production optimization) 
  • Common financial and operational benchmarks 
  • Use industry insights to provide more tailored and differentiated guidance

Qualifications:

• 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 (does not require deep technical tax expertise) 
• 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 

Key Competencies 

• Client-first mindset – delivers a high-touch, relationship-driven experience 
• Proactive advisor – anticipates needs and brings insights forward 
• Strong communicator – clear, confident, and able to simplify complex topics 
• Relationship builder – likable, trustworthy, and able to build rapport quickly 
• Accountability & follow-through – highly responsive with strong execution discipline 
• Organizational excellence – effectively manages a high-volume portfolio 
• Courage & candor – comfortable having honest, sometimes difficult conversations 
• Self-management – operates independently while collaborating effectively 

What Success Looks Like 

• Clients feel known, supported, and confident in their advisor 
• The Advisor consistently delivers proactive insights, not just reactive responses 
• Portfolio is managed with strong responsiveness, organization, and follow-up 
• Client conversations reflect both financial and tax awareness 
• Strong collaboration across teams results in seamless, high-quality service delivery