Client Service ManagerAt Cutler Advisors, we don't just provide accounting and tax services. We deliver a white-glove client experience to business owners and high-net-worth individuals who expect more.The OpportunityThis is a high-touch, client-facing leadership role for someone who thrives at the intersection of service, strategy, and trust.You won't be "managing accounts." You'll be:The trusted advisorThe proactive problem-spotterThe credible voice clients rely onThe bridge between clients and our accounting, tax, and advisory teamsIf you naturally anticipate needs before they're spoken, this role was built for you.What You'll DoServe as the senior relationship lead for a curated portfolio of premier clientsDeliver a concierge-level, white-glove experienceTranslate complex accounting and tax concepts into clear, confident communicationAnticipate needs by deeply understanding each client's business and financial landscapeCoordinate seamlessly with internal teams to ensure consistent, high-quality executionOversee onboarding and elevate the client journey from day oneProtect the client experience with urgency, discretion, and professionalismPartner with leadership to continuously refine and elevate service deliveryThis role is about ownership, polish, and proactive service.Who Thrives HereYou may be a strong fit if you:Have 7+ years in client service or relationship management within a CPA or professional services firmHave supported sophisticated or high-net-worth clientsCommunicate with executive presence and strong judgmentAre highly organized, detail-oriented, and proactiveHold confidentiality and ethical standards in the highest regardCPA, MBA, or advanced credentials strongly preferred.Compensation & BenefitsThe total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry.
New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including:Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)Company-Paid Life and Long-Term Disability InsuranceAncillary Benefits such as supplemental life insurance and short-term disability optionsClassic Safe Harbor 401(k) Plan with employer contributionsOpportunities for professional growth, learning, and development including access to Becker and LinkedIn LearningEqual OpportunityWe are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.