Client Advisory Services Manager

Posted 16 Days Ago
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Muskegon, MI, USA
In-Office
Senior level
Professional Services • Financial Services
The Role
The Client Advisory Services Manager drives client financial oversight, manages accounting processes, delivers insights for planning, and leads teams while optimizing accounting operations for businesses.
Summary Generated by Built In

Description

As a Client Advisory Services Manager at Hungerford, your day is dynamic and impactful. You’ll engage in client financial oversight, prepare for advisory calls, and collaborate on accounting strategy. This role focuses on solving complex accounting challenges for a variety of for-profit businesses- enhancing controls, guiding transitions, and improving accounting processes. You’ll lead project teams, review deliverables, and coach staff through engagements that build their confidence and capability. We’re looking for individuals who thrive in collaborative environments, stay current with industry standards, and consistently seek ways to deliver value beyond compliance.

Responsibilities

  • Drive strategic oversight of full-cycle client accounting and advisory engagements
  • Manage payroll processes
  • Deliver actionable insights to guide financial planning & analysis decision making
  • Develop financial models and budgets to support organizational growth
  • Manage sales and use tax processes
  • Contribute to business development and marketing growth initiatives
  • Inspire and mentor teams

Requirements

  • Bachelor’s Degree in Accounting, Business, or related field
  • Active CPA, CMA, or MBA preferred
  • 5+ years of relevant public accounting experience
  • 3+ years of experience in a client-facing leadership role
  • Previous experience in QuickBooks, Intacct, or NetSuite

Qualifications

  • Microsoft Office proficiency
  • Analytical and problem-solving skills
  • Professional communication (written & verbal)
  • Able to understand and resolve complex accounting issues
  • Servant focused mindset towards managing client and team relationships
  • Exceptional multitasking and prioritization skills

Benefits

  • Health Insurance – Immediate eligibility for employer-sponsored medical, dental, vision
  • Work-Life Balance – schedule flexibility, personalized hybrid work arrangements, generous PTO, parental leave
  • Flexible Spending & Dependent Care Accounts
  • 401k + Retirement Advising

About Us

Hungerford is a forward-thinking, innovative firm with over 80 years of proud service to West Michigan. We offer expertise in tax, audit, accounting, business advisory, technology, and wealth management, and are deeply committed to diversity, equity, inclusion, and collaboration—within our team, with clients, and throughout the community. Our culture is rooted in excellence, inclusivity, and a shared dedication to client success and employee growth. 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.

Skills Required

  • Bachelor's Degree in Accounting, Business, or related field
  • Active CPA, CMA, or MBA preferred
  • 5+ years of relevant public accounting experience
  • 3+ years of experience in a client-facing leadership role
  • Previous experience in QuickBooks, Intacct, or NetSuite
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The Company
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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