Client Advisor, Dental Segment

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

• Serve as the primary point of contact and trusted advisor for assigned clients
• Build deep knowledge of each client’s:
• Business structure and operations
• Financial performance and key drivers
• Tax considerations and implications on decision-making
• Short- and long-term goals
• Establish strong relationships through consistent communication, trust, and accountability
• Translate financial and operational data into clear, relevant, and actionable insights
• Provide proactive recommendations related to growth, profitability, and operational efficiency
• Incorporate tax awareness into client conversations, helping clients understand:
• How tax strategy impacts cash flow and profitability
• Timing of decisions and financial outcomes
• When to engage tax specialists for more complex needs
• Identify risks, opportunities, and trends, and bring them forward at the right time
• Lead client conversations with confidence, including navigating difficult or sensitive discussions
• Deliver timely, thoughtful, and high-quality responses to client inquiries
• Anticipate client needs and proactively engage ahead of key decisions or milestones
• Coordinate across accounting, tax, and other internal teams to ensure seamless delivery
• Maintain accountability for the overall client experience and outcomes, regardless of who performs the work
• Effectively manage a portfolio of 60–75 clients with competing priorities
• Demonstrate strong self-management, organization, and follow-through
• Ensure consistent communication cadence and no breakdowns in responsiveness
• Balance strategic advisory work with day-to-day client needs
• Operate with a high degree of ownership and independence
• Develop and apply knowledge of the dental industry, including:
• Practice operations and performance drivers
• Common financial and operational benchmarks
• Use industry insights to provide more tailored and differentiated guidance

• 5–8+ years of experience in client-facing accounting, advisory, or consulting roles
• Demonstrated experience managing a client portfolio or book of business
• Strong understanding of financial statements and business performance drivers
• Familiarity with tax concepts and their impact on business decisions (does not require deep technical tax expertise)
• Proven ability to build relationships and influence client decision-making
• Experience managing multiple priorities in a fast-paced environment
• Proficiency in Quick Books Online and financial reporting tools preferred
• Proactive advisor – anticipates needs and brings insights forward
• Strong communicator – clear, confident, and able to simplify complex topics
• Relationship builder – likable, trustworthy, and able to build rapport quickly
• Accountability & follow-through – highly responsive with strong execution discipline
• Organizational excellence – effectively manages a high-volume portfolio
• Courage & candor – comfortable having honest, sometimes difficult conversations
• Self-management – operates independently while collaborating effectively
• Clients feel known, supported, and confident in their advisor
• The Advisor consistently delivers proactive insights, not just reactive responses
• Portfolio is managed with strong responsiveness, organization, and follow-up
• Client conversations reflect both financial and tax awareness
• Strong collaboration across teams results in seamless, high-quality service delivery