Client Advisory Services Manager

Posted One Month Ago
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Muskegon, MI, USA
In-Office
Senior level
Professional Services • Financial Services
The Role
Leads full-cycle client advisory engagements for for-profit organizations, providing financial analysis, models, budgets, forecasts, payroll oversight, tax compliance, and process improvements. Manages client relationships, translates financial data into actionable insights, mentors staff, collaborates across service lines, and supports business development and marketing efforts.
Summary Generated by Built In

Description

Hungerford is a forward-thinking, innovative firm with over 85 years of proud service to West Michigan. We offer expertise in tax, audit, accounting, business advisory, technology, and wealth management.  Our culture is rooted in excellence, inclusivity, and a shared dedication to employee, client, and community growth and success. By exchanging innovative ideas, we help organizations thrive, create new opportunities for our people, and give back in meaningful ways. Through it all, we make sure to have fun. As a locally owned and operated firm, we’re proud to call Grand Rapids, Greenville, Holland, Muskegon, and St. Joseph home.

Your Impact

As a Client Advisory Services Manager, you’ll serve as a strategic partner to our clients, helping them navigate complex financial challenges and make informed business decisions. This is a highly visible, client-facing role where you’ll lead engagements, mentor team members, and deliver insights that go well beyond compliance. Your days will be dynamic and impactful—balancing hands-on client work, team leadership, and forward-looking advisory conversations that help businesses thrive.

How You Will Add Value

  • Provide strategic oversight of full-cycle client engagements for for-profit organizations
  • Lead financial discussions, prepare for advisory meetings, and translate data into actionable insights
  • Develop and review financial models, budgets, and forecasts to support client growth initiatives
  • Oversee payroll processes and manage sales and use tax compliance
  • Identify opportunities to improve accounting processes, systems, and internal controls
  • Collaborate with internal teams across service lines to deliver a seamless client experience
  • Mentor and coach staff, building confidence, skills, and future leaders
  • Contribute to business development and marketing efforts that support firm growth

What We're Looking For

  • Bachelor’s degree in Accounting, Finance, or another related field
  • 5+ years of relevant public accounting experience
  • 3+ years in a client-facing leadership or advisory role
  • Active CPA, CMA, or MBA preferred
  • Experience with accounting platforms such as QuickBooks, Intacct, or NetSuite
  • Strong analytical, problem-solving, and communication skills
  • A collaborative, servant-focused mindset when working with clients and teammates
  • Ability to manage multiple priorities while maintaining high-quality work

What You'll Gain

  • Immediate eligibility for medical, dental, and vision insurance
  • Flexible scheduling and personalized hybrid work arrangements
  • Generous PTO, paid holidays, and parental leave
  • 401(k) + company match and retirement advising
  • Opportunities to get involved through volunteer hours, DEI initiatives, and community engagement
  • A supportive, people-first environment where your expertise and ideas are valued

Join Us

If you’re excited by advisory work, energized by client relationships, and looking for a firm that supports your growth as much as your success, Hungerford may be the right fit for you. Apply today and help shape the future of the businesses we serve.

Skills Required

  • Bachelor's degree in Accounting, Finance, or a related field
  • 5+ years of relevant public accounting experience
  • 3+ years in a client-facing leadership or advisory role
  • Active CPA, CMA, or MBA
  • Experience with QuickBooks, Intacct, or NetSuite
  • Strong analytical, problem-solving, and communication skills
  • Ability to manage multiple priorities while maintaining high-quality work
Am I A Good Fit?
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The Company
HQ: Grand Rapids, MI
175 Employees
Year Founded: 1941

What We Do

A full-service CPA and consulting firm providing accounting, tax, business advisory, wealth management, and IT solutions for closely held businesses and various industries.

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