Advisor, Client Accounting & Advisory Services

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's (Insert Team) team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a (Title) to join their dynamic team.

Position Responsibilities:

Client Relationship Ownership

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

Advisory & Strategic Guidance

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

Client Experience & Service Delivery

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

Portfolio & Workflow Management

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

Industry Expertise (Preferred)

Develop and apply knowledge of the dental industry, including:

• Practice operations and performance drivers
• Growth strategies (e.g., scheduling, staffing, production optimization)
• Common financial and operational benchmarks

Use industry insights to provide more tailored and differentiated guidance

Qualifications:

• 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 QuickBooks Online and financial reporting tools preferred

Key Competencies

• Client-first mindset – delivers a high-touch, relationship-driven experience
• 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

What Success Looks Like

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

The application window is anticipated to close on XX and may be extended as needed.

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

What’s in it for you:

• Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.