Client Advisory Manager

Client Advisory Manager

Wake Forest, NC | Full-Time
Compensation: $110,000 – $140,000 based on experience, plus performance-based bonus opportunities

About Our Firm

We are a growing CPA firm in Wake Forest, NC, providing tax, accounting, and advisory services to individuals and businesses. Our firm emphasizes collaboration, practical problem-solving, strong client relationships, and a supportive team culture.

We take an approachable, team-oriented approach to leadership and encourage our managers to contribute ideas, improve processes, and participate in discussions related to workflow, technology, client service, and firm growth.

We believe strong client service and a strong culture are built through teamwork, communication, and sustainable workflows.

The Opportunity

We are seeking an experienced Client Advisory Manager for a tax-focused leadership role involving tax review and planning, client advisory services, workflow coordination, staff development, and operational collaboration.

This role works closely with leadership and accounting staff to coordinate:

• Tax projection and advisory workflows
• Accounting and bookkeeping workflows
• Collaboration between accounting and tax teams to help ensure accurate, tax-ready financials and efficient client service

This position is ideal for someone who enjoys client relationships, mentoring staff, improving workflows, and participating in firm operations and decision-making.

We are intentionally hiring with long-term succession in mind and are seeking someone interested in becoming a future owner/partner of the firm. For the right candidate, we anticipate a realistic 3–5 year path toward partner/ownership consideration.

Responsibilities

• Review and prepare individual, business, fiduciary, and related tax returns
• Manage client relationships and serve as a trusted advisor
• Assist with tax planning, projections, and advisory services
• Coordinate advisory, projection, accounting, and bookkeeping workflows
• Mentor and support bookkeeping, accounting, and tax staff
• Review staff work and help maintain quality control
• Assist with workflow management and scheduling during tax season
• Research and resolve tax and accounting issues
• Participate in operational discussions and process improvement initiatives

QualificationsRequired

• Minimum 7 years of recent public accounting experience
• CPA or Enrolled Agent (EA) designation
• Strong experience with individual and business tax returns
• Experience reviewing returns and working directly with clients
• Strong communication, leadership, and organizational skills

Preferred

• Experience supervising or mentoring staff
• Strong understanding of bookkeeping and financial statements
• Experience coordinating workflows or leading teams
• Experience with:
• UltraTax CS
• QuickBooks Online
• Karbon
• Interest in using AI and technology tools to improve workflow and client service
• Multi-state tax experience is a plus

What Makes Our Firm Different

• Collaborative, approachable leadership team
• Opportunity to participate in operational and strategic discussions
• Direct access to firm leadership without large-firm bureaucracy
• Modern workflow and technology-focused environment
• Meaningful client relationships and advisory work
• Opportunity to help shape processes and contribute to firm growth
• Clear long-term ownership opportunity within the firm
• A culture that values professionalism without taking itself too seriously

Pay: $110,000.00 - $140,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Work Location: Hybrid remote in Wake Forest, NC 27587