Client Advisory Services Manager

Socket.dev; Muskegon (MI); Hybrid; USD 110,000 - 190,000; Full time

Benefits offered by this job

Hybrid work arrangements

Competitive compensation

Job summary

Hungerford, a forward-thinking firm serving West Michigan, is seeking a Client Advisory Services Manager to act as a strategic partner to our clients. This highly visible, client-facing role leads engagements, mentors team members, and delivers insights beyond compliance.

Your days balance hands-on client work with team leadership and forward-looking advisory conversations that help businesses thrive. CPA/CMA/MBA preferred, strong accounting background, collaborative mindset, and commitment to

Qualifications

• Bachelor’s degree in Accounting, Finance, or another related field.
• 5+ years of relevant public accounting experience.
• 3+ years in a client-facing leadership or advisory role.

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.

Education

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

Tools

QuickBooks

Intacct

NetSuite

Job description

Description

Hungerford is a forward-thinking, innovative firm with over 85 years of proud service to West Michigan. We offer expertise in tax, audit, accounting, business advisory, technology, and wealth management, and are deeply committed to diversity, equity, inclusion, and collaboration—within our team, with clients, and throughout the community. Our culture is rooted in excellence, inclusivity, and a shared dedication to client success and employee growth. By exchanging innovative ideas, we help organizations thrive, create new opportunities for our people, and give back in meaningful ways. Through it all, we make sure to have fun. As a locally owned and operated firm, we’re proud to call Grand Rapids, Greenville, Holland, Muskegon, and St. Joseph home.

Your Impact

As a Client Advisory Services Manager, you’ll serve as a strategic partner to our clients, helping them navigate complex financial challenges and make informed business decisions. This is a highly visible, client-facing role where you’ll lead engagements, mentor team members, and deliver insights that go well beyond compliance. Your days will be dynamic and impactful—balancing hands‑on client work, team leadership, and forward-looking advisory conversations that help businesses thrive.

How You Will Add Value

• 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

What We're Looking For

• Bachelor’s degree in Accounting, Finance, or another related field
• 5+ years of relevant public accounting experience
• 3+ years in a client-facing leadership or advisory role
• Active CPA, CMA, or MBA preferred
• Experience with accounting platforms such as QuickBooks, Intacct, or NetSuite
• Strong analytical, problem-solving, and communication skills
• A collaborative, servant-focused mindset when working with clients and teammates
• Ability to manage multiple priorities while maintaining high-quality work

What You'll Gain

• Immediate eligibility for medical, dental, and vision insurance
• Flexible scheduling and personalized hybrid work arrangements
• Generous PTO, paid holidays, and parental leave
• 401(k) + company match and retirement advising
• Opportunities to get involved through volunteer hours, DEI initiatives, and community engagement
• A supportive, people-first environment where your expertise and ideas are valued