Strategic Client Advisory Manager (Accounting & Tax)

Pivotal Finance; Auburn (AL); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health benefits

Collaborative work environment

Job summary

Pivotal Finance, headquartered in Auburn, AL, seeks a Client Advisory Manager to nurture and expand our client base nationwide. You will manage client portfolios and serve as the primary contact, ensuring timely delivery of accounting and advisory services.

Your role emphasizes client satisfaction, identifying growth opportunities, and collaborating with internal teams to deliver value-added offerings. Ideal candidates will have strong client-management experience, accounting knowledge, and

Qualifications

• Bachelor's degree in Business, Accounting, or related field.
• Proven experience in client management, account management, or a related role.
• Strong understanding of accounting and financial services.
• Tax planning experience is a plus.
• Knowledge of or the ability to learn new accounting and tax systems.
• Excellent communication and interpersonal skills.
• Detail-oriented with a focus on client success.

Responsibilities

• Develop and manage a portfolio of clients, serving as the primary contact.
• Oversee delivery of core accounting and advisory services, ensuring timely results.
• Identify opportunities for upselling additional services to existing clients.
• Collaborate with internal teams to introduce new offerings and value-added services.
• Work with finance, tax, and administration to ensure seamless client experiences.
• Advocate for client needs and provide feedback to improve satisfaction.

Education

Bachelor's degree in Business, Accounting, or related field

Job description

Pivotal Finance, headquartered in Auburn, AL, seeks a Client Advisory Manager to nurture and expand our client base nationwide. You will manage client portfolios and serve as the primary contact, ensuring timely delivery of accounting and advisory services.

Your role emphasizes client satisfaction, identifying growth opportunities, and collaborating with internal teams to deliver value-added offerings. Ideal candidates will have strong client-management experience, accounting knowledge, and