Client Advisory Services Senior Manager

Are you a trusted accounting advisor who enjoys building client relationships, leading teams, and helping businesses thrive? As a Client Advisory Services (CAS) Senior Manager, you'll lead the delivery of accounting, advisory, and consulting services for a diverse client portfolio, providing oversight of financial reporting, bookkeeping, operational accounting, tax compliance, and strategic business initiatives. Working closely with clients and internal stakeholders, you'll manage engagements from planning through delivery, ensure quality and compliance with GAAP standards, and identify opportunities to enhance client value.

The CAS Senior Manager will also a key role in developing team members through coaching, training, and performance feedback while helping drive practice growth through business development and client relationship management. This highly visible leadership position combines technical expertise, people leadership, and strategic thinking to support both client success and the continued expansion of the CAS practice.

Essential functions of the job include but are not limited to:

Client Advisory & Technical Leadership

• Lead the delivery of accounting, advisory, and consulting services for a portfolio of clients across multiple industries.
• Review and analyze monthly, quarterly, and annual financial statements, accounting records, and operational reporting.
• Provide guidance on GAAP compliance, internal controls, operational processes, and financial best practices.
• Review local, state, and federal tax filings (excluding federal income tax returns) and related accounting activities.
• Serve as a technical resource for team members and clients, helping resolve complex accounting and operational challenges.
• Lead technology implementations, process improvement initiatives, and special consulting projects.

Client Relationship Management

• Serve as a primary point of contact and trusted advisor for assigned clients.
• Develop a deep understanding of client operations and identify opportunities to improve efficiency, reporting, and financial performance.
• Manage project scope, timelines, budgets, and client expectations.
• Prepare and revise engagement agreements, statements of work, and service modifications.
• Respond proactively to client questions and continuously seek opportunities to expand client relationships and services.

Team Leadership & Development

• Mentor, coach, and develop associates, seniors, and managers within the CAS team.
• Provide timely feedback and support professional growth and technical development.
• Review work products to ensure quality, accuracy, and consistency.
• Assist with hiring, onboarding, training, and performance management activities.
• Help create an environment that promotes collaboration, accountability, and exceptional client service.

Practice Growth & Strategic Contributions

• Participate in business development activities, proposal preparation, and client presentations.
• Identify opportunities for additional services within existing client relationships.
• Contribute to thought leadership efforts, professional speaking engagements, industry events, and technical publications.
• Partner with CAS leadership to support strategic initiatives and departmental goals.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field, or an equivalent combination of education and relevant experience.
• Minimum of 8 years of progressive accounting, advisory, or consulting experience serving multiple clients and industries.
• Minimum of 5 years of people leadership or accounting management experience.
• Employment in this role is contingent upon successfully passing a credit check and driver's license verification.
• Strong knowledge of Generally Accepted Accounting Principles (GAAP).
• Experience managing client engagements, project budgets, deadlines, and deliverables.
• Excellent communication, client service, and relationship-building skills.
• Demonstrated ability to mentor, develop, and lead high-performing teams.

Preferred Qualifications

• CPA license preferred.
• Experience in a small or mid-sized consulting, advisory, public accounting, or outsourced accounting environment.
• Experience advising business owners and executive leadership teams.
• Strong business development and practice growth experience.

Salary Range: $146,000 minimum to $233,434 maximum salary range USD

Benefits: At Clark Nuber, we believe in supporting our employees both professionally and personally from day one. Here's what you can expect:

• Comprehensive Insurance Coverage: We offer fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees. Dependent coverage is subsidized, with all benefits starting on your first day.

• Time Off & Flexibility: Enjoy 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees—because we value work-life integration. We provide paid parental leave to support you and your family during important life moments.

• Professional Growth: We’re committed to your development. We cover licensing, certifications, tuition, and association fees to help you grow your career.

• Financial Wellness: Our benefits include a matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards.

At Clark Nuber, we foster a culture of excellence, flexibility, and continuous learning—because when you thrive, we all do.

Clark Nuber is dedicated to cultivating a diverse and inclusive workplace. We strive to create an environment where employees are valued, empowered to positively support our business objectives and clients, and recognized for their individual and team contributions. We believe that building an inclusive culture is essential for all our employees to bring their authentic, whole selves to work and experience a sense of belonging and support. Our culture is to lead with respect and acceptance of difference. We expect all employees to embrace this principle and to express it in workplace interactions and through everyday practices. 

Please note that transcription or recording of interviews is not permitted per Clark Nuber policy. Clark Nuber complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

This position is open until filled and you can apply by clicking the APPLY button and completing the online application.

Clark Nuber does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Clark Nuber without a pre-existing agreement will be considered Clark Nuber’s property and not subject to fees. For existing agreements, a role must be approved by the Human Resources department in writing and open to external search; otherwise, submittals and referrals will be considered Clark Nuber property and not subject to fees. For inquiries regarding referrals or contracts, please contact [email protected].