FinAdvantage · 6 hours ago
Client Advisory Manager (CPA)
United States
Full-time
Remote
Senior Level
$110K/yr - $130K/yr
5+ years expFinAdvantage is a technology-powered boutique accounting, tax, and consulting firm seeking Certified Public Accountants (CPAs) to enhance client support in key markets. The role involves delivering high-quality client advisory, accounting, and tax services while driving growth in existing accounts and developing new markets.
AccountingConsultingFinancial Services
Hiring Manager
Alex Pires
Responsibilities
Deliver high-quality client advisory, accounting, and tax services across CAS, advisory, and tax domains
Act as the primary point of contact for client engagements, ensuring timely and accurate deliverables
Build trusted relationships with client stakeholders by understanding their needs and offering tailored solutions
Drive upsell and cross-sell opportunities within the existing client portfolio (50–60% of focus)
Support new business development efforts (15–20% of focus), including networking, referrals, and proposal support
Contribute to FinAdvantage’s presence in local markets by establishing credibility and visibility with clients
Partner with FinAdvantage’s offshore delivery teams to ensure efficient, high-quality service execution
Share insights on client trends and service gaps, helping evolve FinAdvantage’s service offerings
Uphold strong quality assurance and compliance standards
Qualification
Required
Active CPA license required
5–6 years of progressive experience in accounting, CAS, advisory, or tax services
Proven ability to manage client relationships and deliver results in fast-paced environments
Hands-on approach with a strong client service orientation
Business development mindset with the ability to identify and convert client opportunities
Preferred
Background in a Big 4, Top 10, or larger mid-size CPA firm strongly preferred
Benefits
Opportunity to play a pivotal role in building FinAdvantage’s client-facing presence in key U.S. markets.
A growth-focused environment with significant investment in client partnerships and advisory services.
Career development in a dynamic firm that combines the agility of a boutique with the reach of a global delivery model.
A collaborative, energetic, and supportive culture that values initiative and innovation.
Company
FinAdvantage
FinAdvantage is a multi-disciplinary consulting firm with an integrated approach and end-to-end solution to clients.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase