Crete Professionals Alliance · 1 day ago
Client Service Manager
Tucson, AZ
Full-time
Onsite
Mid, Senior Level
$85K/yr - $150K/yr
5+ years expCutler Advisors is an independent, full-service accounting and advisory firm specializing in accounting, tax, and advisory services for businesses and individuals. The Client Service Manager will serve as a trusted advisor for premier clients, focusing on delivering a white-glove client experience through proactive relationship management and service coordination.
Accounting
Responsibilities
Act as a dedicated, senior‑level relationship manager for a curated group of premier clients, delivering a concierge‑style, white‑glove experience
Serve as a trusted liaison between clients and internal accounting, tax, and advisory teams, ensuring clarity, responsiveness, and continuity of service
Proactively anticipate client needs by maintaining a strong understanding of each client’s business, financial position, and tax considerations
Provide high‑touch guidance on firm services, helping clients navigate accounting and tax matters with confidence and ease
Coordinate and oversee service delivery timelines to ensure accuracy, consistency, and adherence to professional and regulatory standards
Translate complex accounting and tax concepts into clear, client‑friendly communication
Ensure seamless onboarding and ongoing service for high‑value clients, setting and maintaining premium service expectations
Monitor client satisfaction, address concerns discreetly, and resolve issues with urgency and professionalism
Partner closely with firm leadership to continuously refine and elevate the client experience
Maintain detailed, accurate client records and service documentation in accordance with firm policies and CPA‑firm best practices
Partner with clients and the billing team to set clear payment terms and proactively address outstanding invoices
Qualification
Required
Bachelor's degree required (MBA, CPA, or other professional certification strongly preferred)
5–7+ years of experience in client service, relationship management, or account management within a CPA firm or professional services environment
Strong working knowledge of accounting, tax, and advisory services, with the ability to discuss these topics credibly and professionally with clients
Demonstrated ability to deliver a premium, white‑glove client experience to sophisticated or high‑net‑worth clients
Exceptional communication, judgment, and interpersonal skills, with a polished and professional presence
Highly organized and detail‑oriented, with a proactive and anticipatory service mindset
Deep respect for confidentiality, accuracy, and ethical standards consistent with CPA‑firm practices
Ability to manage multiple high‑priority client relationships while collaborating seamlessly with internal teams
Benefits
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, including supplemental life insurance and short‑term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth and development, including access to Becker and LinkedIn Learning
Company
Crete Professionals Alliance
Crete Professionals Alliance is a group of accounting and professional services firms providing consulting and business solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-04-16Pre Seed
Leadership Team
Frank Zhang
Co-Founder
Jake Sloane
Co-Founder
Recent News
2026-01-16
Morningstar.com
2025-12-16
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