Client Service Manager

David Cutler Accountants + Advisors; Tucson (AZ); Hybrid; USD 110,000 - 165,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

Life and Long-Term Disability

401(k) Plan with employer contribution

Professional growth through Becker and

Job summary

Cutler Advisors in Tucson, AZ is seeking a Client Service Manager to lead a curated portfolio of premier clients with a white-glove, concierge approach. You will own client relationships, translate complex accounting and tax concepts, and partner with leadership to elevate service delivery.

This role requires 7+ years in client service within a CPA or professional services firm; CPA or MBA preferred. Hybrid work (3 days in office); base salary + benefits including health, dental, vision, life

Qualifications

• 7+ years in client service or relationship management within a CPA or professional services firm.
• Experience supporting sophisticated or high-net-worth clients.
• Executive-level communication with strong judgment.
• Highly organized, detail-oriented, and proactive.
• Confidentiality and ethical standards.
• CPA, MBA, or advanced credentials strongly preferred.

Responsibilities

• Serve as the senior relationship lead for a curated portfolio of premier clients.
• Deliver a concierge-level, white-glove experience.
• Translate complex accounting and tax concepts into clear, confident communication.
• Anticipate needs by deeply understanding each client’s business and financial landscape.
• Coordinate seamlessly with internal teams to ensure consistent, high-quality execution.
• Oversee onboarding and elevate the client journey from day one.
• Protect the client experience with urgency, discretion, and professionalism.
• Partner with leadership to continuously refine and elevate service delivery.

Skills

Executive communication

Client relationship management

Highly organized

Discretion & ethics

Education

CPA or MBA

Job description

Overview

About Current — At Current, everything starts with people. We believe that investing in talent through opportunity, development, and support unlocks growth for individuals, firms, and clients alike. We’ve built a platform designed to give our people access to more learning, collaboration, and ways to grow their careers. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Our community includes professionals across offices nationwide and a growing global workforce that supports clients around the world. We are backed by investors focused on technology, artificial intelligence, and workforce innovation to help modernize the profession. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work.

Role

Client Service Leaders — This Is Not a Traditional Accounting Role. At Cutler Advisors, we don’t just provide accounting and tax services. We deliver a white-glove client experience to business owners and high-net-worth individuals who expect more. We’re hiring a Client Service Manager who sees client relationships as a craft — not a task list.

Responsibilities

• Serve as the senior relationship lead for a curated portfolio of premier clients
• Deliver a concierge-level, white-glove experience
• Translate complex accounting and tax concepts into clear, confident communication
• Anticipate needs by deeply understanding each client’s business and financial landscape
• Coordinate seamlessly with internal teams to ensure consistent, high-quality execution
• Oversee onboarding and elevate the client journey from day one
• Protect the client experience with urgency, discretion, and professionalism
• Partner with leadership to continuously refine and elevate service delivery

This role is about ownership, polish, and proactive service.

Qualifications

• 7+ years in client service or relationship management within a CPA or professional services firm
• Experience supporting sophisticated or high-net-worth clients
• Executive-level communication with strong judgment
• Highly organized, detail-oriented, and proactive
• Confidentiality and ethical standards
• CPA, MBA, or advanced credentials strongly preferred

Job Details

• Job Type: Full-time
• Schedule: Monday – Friday, 9:00 AM – 5:30 PM
• Work Location: Hybrid (3 days a week in office)
• Location: Tucson, AZ

Compensation & Benefits

• Base salary plus benefits; salary ranges are competitive within the accounting industry and updated regularly
• New hire offers based on experience, geographic location, and internal pay equity
• Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Professional growth opportunities, including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other legally protected characteristic.