Client Advisor, Dental Segment

NextGenEnergyJobs; Atlanta, Northern (GA, KY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

NextGenEnergyJobs is seeking an experienced client-facing advisor for a Top 20 CPA and advisory firm. You will serve as the primary contact for a portfolio of 60–75 clients, translating financial and operational data into clear, actionable insights and providing proactive recommendations on growth, profitability, and efficiency.

The role emphasizes tax awareness in client conversations, cross-team collaboration across accounting, tax, and operations, and a high bar for responsiveness, ownership,

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 (not deep tax expertise).

Responsibilities

• Serve as primary point of contact and trusted advisor for assigned clients.
• Translate financial and operational data into clear, relevant, and actionable insights.
• Provide proactive recommendations related to growth, profitability, and operational efficiency.
• Coordinate across accounting, tax, and other internal teams to ensure seamless delivery.
• Maintain accountability for the overall client experience and outcomes.

Skills

Relationship building

Strong communication

Accountability & follow-through

Organizational excellence

Self-management

Proactive advisor

Cross-functional collaboration

Problem solving

Tools

QuickBooks Online

Financial reporting tools

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

Key Responsibilities

• 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
• 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
• 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
• 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
• Develop and apply knowledge of the dental industry, including:
• Practice operations and performance drivers
• Common financial and operational benchmarks
• Use industry insights to provide more tailored and differentiated guidance

Requirements

• 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
• 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
• 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