Client Advisory Services Manager jobs in United States
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Clark Nuber PS · 11 hours ago

Client Advisory Services Manager

Clark Nuber PS is a rapidly growing firm that specializes in evolving client accounting services. They are seeking a Client Advisory Services Manager who will provide high-level financial insights and manage financial reporting for a diverse portfolio of clients, ensuring effective financial management and strategic guidance.

Accounting
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Growth Opportunities

Responsibilities

Apply strong judgment across diverse client environments, ensuring high-quality financial management and strategic guidance for clients
Oversee monthly, quarterly, and annual close processes; review and approve financial statements, management reports, and other key financial deliverables (i.e. budgets, forecasts, timeline, compliance and internal controls risks consulting)
Prepare, analyze, and guide clients through financial plans, forecasts, and cash flow models to support informed business decisions
Interpret financial results, trends, and variances to deliver meaningful recommendations that drive operational and strategic improvements
Identify accounting, compliance, and internal control risks; maintain accounting policies and procedures; and enhance internal workflows and controls
Serve as liaison with clients, auditors, tax preparers, and lenders while delivering exceptional client service and maintaining strong professional relationships
Oversee and manage engagement discovery, planning, staffing, budgets, timelines, and deliverables to ensure successful outcomes across multiple concurrent clients
Provide leadership to remote and hybrid teams, including coaching, feedback, workload review, and performance evaluations
Lead onboarding of new clients, support system implementation, and continuously improve financial processes and operational efficiency
Manage engagement billings and scope alignment, identify cross-selling and advisory opportunities, and contribute to proposals and practice development
Perform other duties as assigned by the Shareholder in-charge of CAS to support the needs of the department organization

Qualification

Financial ReportingFinancial PlanningInternal ControlsCPA CertificationProject ManagementClient Relationship ManagementLeadershipCommunication Skills

Required

Bachelor's degree in accounting, finance or related field including the 5th year requirement completed or a combination of education and directly related work experience
A minimum of 5 years of experience providing a full spectrum of progressive accounting or controllership experience including hands-on experience managing a variety of projects
You must pass a background check that includes a credit check at any time to remain eligible for this position

Preferred

Active CPA certification

Benefits

Comprehensive Insurance Coverage: We offer fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees.
Time Off & Flexibility: Enjoy 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees—because we value work-life integration.
Professional Growth: We’re committed to your development. We cover licensing, certifications, tuition, and association fees to help you grow your career.
Financial Wellness: Our benefits include a matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards.

Company

Clark Nuber PS

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Clark Nuber is an award-winning Certified Public Accounting firm located in the Seattle Metro Area.

Funding

Current Stage
Growth Stage

Leadership Team

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Tom Sulewski
President and CEO
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Jason Chong
Chief Information Officer
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Company data provided by crunchbase