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Responsibilities
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 OwnershipServe as the primary point of contact and trusted advisor for assigned clientsBuild deep knowledge of each client’s: Business structure and operations Financial performance and key drivers Tax considerations and implications on decision-makingShort- and long-term goals Establish strong relationships through consistent communication, trust, and accountability Advisory & Strategic GuidanceTranslate 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 DeliveryDeliver 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 ManagementEffectively 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 independenceIndustry 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 guidanceQualifications: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 Perks/Benefits we offer for full-time team members:Medical, Dental, and Vision Insurance on the first day of employmentFlexible Spending Account and Dependent Care Account401k with Profit Sharing9+ holidays and discretionary time off structureParental Leave – coverage for both primary and secondary caregiversTuition Assistance Program and CPA support program with cash incentive upon completionDiscretionary incentive compensation based on firm, group and individual performanceIncentive compensation related to origination of new client salesTop rated wellness programFlexible working environment including remote and hybrid optionsWhy work for Aprio:Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.EQUAL OPPORTUNITY EMPLOYERAprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
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