Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Summary:
Duties & Responsibilities:
- Serve as a primary point of contact for clients, family office personnel, family members, and other trusted advisors
- Coordinate and enhance the client experience throughout the full relationship lifecycle, from prospect conversion and onboarding to ongoing service delivery, relationship expansion, and long-term client retention
- Act as the internal advocate for client needs, ensuring exceptional service delivery and a consistent client experience
- Build and maintain strong relationships with clients and their professional networks, including attorneys, investment advisors, bankers, trustees, and insurance professionals
- Lead coordination of complex client initiatives by tracking deliverables, facilitating communication among stakeholders, and ensuring timely execution of commitments.
- Monitor engagement timelines, outstanding requests, and client priorities while facilitating communication among internal stakeholders
- Organize and coordinate client meetings, including agendas, materials, logistics, and follow-up action items
- Draft, review, and manage client communications to ensure professionalism, accuracy, and responsiveness
- Assist clients with secure portal access and utilization of client-facing technology solutions
- Support proactive communication efforts related to planning opportunities, deadlines, and significant life events
- Maintain strict adherence to confidentiality, privacy, and information security requirements
- Identify opportunities to improve client service processes and engagement efficiency
- Mentor and support junior team members as appropriate
- Perform other duties as assigned
Education & Experience:
- Bachelor's degree required
- Professional certifications such as PMP, CPA, CFP, CFA, CTFA, JD, or similar credentials are preferred but not required.
- 5+ years of client-facing experience within professional services, wealth management, family office services, trust administration, private banking, or a related field
- Experience supporting highly successful individuals, multi-generational families, family enterprises, or complex financial structures is strongly preferred.
- Experience working within a CPA firm, family office, wealth management firm, private bank, or trust organization preferred
- Strong project management, organizational, and relationship management skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities, stakeholders, and deadlines simultaneously
- Demonstrated ability to exercise sound judgment and maintain confidentiality in highly sensitive situations
#LI - hybrid
Salary Range
Skills Required
- Bachelor's degree
- 5+ years of client-facing experience in professional services, wealth management, family office services, trust administration, private banking, or a related field
- Experience supporting highly successful individuals, multigenerational families, family enterprises, or complex financial structures
- Experience working within a CPA firm, family office, wealth management firm, private bank, or trust organization
- Strong project management, organizational, and relationship management skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities, stakeholders, and deadlines simultaneously
- Sound judgment and ability to maintain confidentiality in highly sensitive situations
- Professional certification such as PMP, CPA, CFP, CFA, CTFA, JD, or similar credential
What We Do
Frazier & Deeter is an award winning accounting and advisory firm known for addressing our clients' emerging needs as they evolve. We achieve exceptional client satisfaction ratings by looking beyond accounting for today to advising for the future. Our Arch + Tower team means we offer an unusual range of services that give us a unique perspective on the intersection of capital, compliance and growth. We are an award-winning Deliberately Developmental Organization that has garnered national attention for our efforts to create a culture in which we grow our people everyday. Our brand promise is Investing in Relationships to Make a Difference. We offer the full range of tax, audit, accounting and advisory services through our offices in Atlanta, Cambridge, Charlotte, Las Vegas, London, Nashville, North Georgia and Tampa. Our firm is a member of CPAmerica. Frazier & Deeter has received many honors based on the quality of our work and our dedication to client responsiveness. Our accolades include: - Among the top 60 largest Accounting Firms in the nation - Among the Best Firms to Work for in the U.S. 2015, 2016 - Best of the Best CPA firm - 14 times - 6 time winner of Practical Accountant's Practice Innovation Award - Top Firm for Women in Leadership - 6 times A company with more than 98% of its employees who believe the firm is "committed to producing top-quality work, and consistently goes the extra mile to achieve great results."
