Client Advisory Lead - Hybrid, Growth & Strategy

Hungerford; Grand Rapids (MI); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Hybrid work arrangements

Paid vacation & holidays

401(k) with company match

Volunteer opportunities

DEI initiatives

Job summary

Hungerford is a forward-thinking, innovative firm serving West Michigan with expertise in tax, audit, accounting, business advisory, technology, and wealth management.

As Client Advisory Services Manager, you’ll partner with clients to navigate complex financial challenges, lead engagements, mentor teams, and deliver insights beyond compliance. This is a high-visibility, client-facing role balancing hands-on work, leadership, and forward-looking advisory conversations that help businesses thrive.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field is required.
• 5 years of public accounting experience is required.
• 3 years in a client-facing leadership or advisory role is required.
• CPA, CMA, or MBA is preferred.
• Experience with accounting platforms such as QuickBooks, Intacct, or NetSuite.

Responsibilities

• Provide strategic oversight of full-cycle client engagements for for-profit organizations.
• Lead financial discussions, prepare for advisory meetings, and translate data into actionable insights.
• Develop and review financial models, budgets, and forecasts to support client growth initiatives.
• Oversee payroll processes and manage sales and use tax compliance.
• Identify opportunities to improve accounting processes, systems, and internal controls.
• Collaborate with internal teams across service lines to deliver a seamless client experience.
• Mentor and coach staff, building confidence, skills, and future leaders.
• Contribute to business development and marketing efforts that support firm growth.

Skills

Client relationship management

Public accounting experience

Leadership

Financial analysis

Communication skills

Mentoring staff

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

QuickBooks

Intacct

NetSuite

Job description

Hungerford is a forward-thinking, innovative firm serving West Michigan with expertise in tax, audit, accounting, business advisory, technology, and wealth management.

As Client Advisory Services Manager, you’ll partner with clients to navigate complex financial challenges, lead engagements, mentor teams, and deliver insights beyond compliance. This is a high-visibility, client-facing role balancing hands-on work, leadership, and forward-looking advisory conversations that help businesses thrive.