Description
Pivotal Finance is hiring a Client Advisory Manager to manage a portfolio of existing clients, serve as the primary point of contact, oversee accounting and tax service delivery, monitor engagement quality, retain and satisfy clients, identify upselling opportunities, and collaborate with financial operations, tax, and firm administration teams. The role requires a bachelor's degree in business, accounting, or a related field, client-management experience, accounting and financial-services knowledge, and strong communication skills; tax planning experience is preferred. Benefits include competitive compensation, health benefits, and a collaborative work environment.
