Job description
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 Healthcare Services Outsourcing team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Advisor to join their dynamic team.
The Client Advisor (Manager) serves as the primary relationship owner for a portfolio of approximately 60–75 clients, acting as a strategic partner to drive business performance and long-term client success.
This role extends beyond traditional accounting, requiring the ability to deeply understand each client’s business, financial position, tax considerations, and strategic goals, and translate that understanding into actionable guidance.
The Advisor is responsible for delivering a high-touch, proactive client experience, balancing responsiveness with forward-thinking insights that help clients make informed decisions and achieve their objectives.
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 10/24/2026 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.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.