Senior Client Solutions Advisor

TOA Global; Fort Worth (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

21 days PTO

13 paid holidays

Disability benefits

Job summary

TOA Global seeks an advisor and subject matter expert in recruitment, accounting, tax and audit, embedded within key CPA firm client accounts across North America to drive efficiency and commercial value.

This role bridges public accounting expertise, talent strategy and client relationship development, guiding offshore teams, shaping offshore talent, and supporting account planning to deliver measurable improvements for clients.

Qualifications

• Translate US and Canadian CPA firm requirements into offshore talent strategy.
• Expert understanding of building robust recruitment strategies onshore and offshore.
• Ability to identify opportunities, influence account plans and generate growth.
• Experience managing relationships with senior-level stakeholders.
• Identify misalignment between client expectations and role design.
• Coordinate cross-functional teams to deliver value.
• Proficiency in conducting health checks and monitoring KPIs.

Responsibilities

• Guide clients on how to structure tax, audit and accounting roles for offshore CPA firm teams.
• Advise clients on best practice in building offshore talent and people strategy.
• Support the Account Management teams with recruitment planning and account planning for CPA firm offshore team expansions.
• Serve as the primary escalation point for complex or technical tax, audit and accounting matters.
• Conduct periodic health checks of outsourced accounting performance to ensure optimal service delivery.
• Recommend and drive automation and efficiency improvements within offshore finance teams.
• Work across delivery, Account Management, and Business Development to co-create value and ensure a consistent client experience.
• Provide clear guidance on best practices for building sustainable offshore teams.

Skills

Market Knowledge

Talent Strategy

Business Development

Executive Relationship Management

Value-Based Solution Application

Cross-functional Leadership

Client Health Monitoring

Job description

To act as an advisor and subject matter expert in recruitment, accounting, tax and audit, embedded within key CPA firm client accounts across North America to drive efficiency and commercial value. This role bridges the gap between public accounting expertise, talent strategy and client relationship development.

Responsibilities

• Role Structure Advisory: Guide clients on how to structure tax, audit and accounting roles for offshore CPA firm teams.
• Best Practice Consultation: Advise clients on best practice in building their offshore talent and people strategy
• Business Development Support: Support the Account Management teams with recruitment planning and account planning for CPA firm offshore team expansions.
• Escalation Management: Serve as the primary escalation point for complex or technical tax, audit and accounting matters.
• Performance Monitoring: Conduct periodic health checks of outsourced accounting performance to ensure optimal service delivery.
• Efficiency Leadership: Recommend and drive automation and efficiency improvements within offshore finance teams.
• Cross-functional Alignment: Work across delivery, Account Management, and Business Development to co-create value and ensure a consistent client experience.
• Client Education: Provide clear guidance on best practices for building sustainable offshore teams.

Key Qualifications/Experience

• Market Knowledge: Translate US and Canadian CPA firm requirements across tax, audit and accounting into a workable offshore people strategy
• Talent Strategy: Expert understanding of building robust recruitment strategies both onshore and offshore
• Business Development: Ability to identify business opportunities, influence account plans and generate growth
• Executive Relationship Management: Competency in building trust and managing relationships with senior-level stakeholders.
• Value-Based Solution Application: Identifies misalignment between client expectations and role design.
• Cross-functional Leadership: Ability to align Business Development, Customer Experience, and operations teams to co-create value.
• Client Health Monitoring: Proficiency in conducting periodic health checks and monitoring performance against defined KPIs.

Why Join Us?

At TOA, we believe your career should thrive alongside your personal life. That’s why we offer a complete package of benefits designed to support your growth, well-being, and happiness—both inside and outside of work:

What We Offer

• Generous Paid Time Off – Enjoy 21 days of PTO each year to recharge and focus on what matters most
• Work-Life Balance – Celebrate with 13 Paid Holidays annually
• Peace of Mind – Short- and Long-Term Disability Benefits provided at no cost to you

Your well-being matters here in TOA Global — because when you thrive, we all succeed.

Work with purpose. Grow with confidence. Live with balance.