Client Service Manager
Cutler Advisors is hiring! Cutler Advisors is an independent, full-service accounting and advisory firm specializing in accounting, tax, and advisory services for businesses and individuals. We are committed to delivering a highly personalized, white‑glove experience to our premier clients through proactive service, responsiveness, and deep understanding of their needs.We are seeking an experienced Client Service Manager to serve as a trusted, high‑level advisor for a select portfolio of premier clients.
This role is centered on delivering an exceptional, white‑glove client experience through proactive relationship management, thoughtful service coordination, and a deep understanding of each client’s accounting and tax needs. The ideal candidate excels at anticipating client needs, navigating accounting and tax service offerings, and ensuring an exceptional client experience across the firm.
Key Responsibilities
- Act as a dedicated, senior‑level relationship manager for a curated group of premier clients, delivering a concierge‑style, white‑glove experience.
- Serve as a trusted liaison between clients and internal accounting, tax, and advisory teams, ensuring clarity, responsiveness, and continuity of service.
- Proactively anticipate client needs by maintaining a strong understanding of each client’s business, financial position, and tax considerations.
- Provide high‑touch guidance on firm services, helping clients navigate accounting and tax matters with confidence and ease.
- Coordinate and oversee service delivery timelines to ensure accuracy, consistency, and adherence to professional and regulatory standards.
- Translate complex accounting and tax concepts into clear, client‑friendly communication.
- Ensure seamless onboarding and ongoing service for high‑value clients, setting and maintaining premium service expectations.
- Monitor client satisfaction, address concerns discreetly, and resolve issues with urgency and professionalism.
- Partner closely with firm leadership to continuously refine and elevate the client experience.
- Maintain detailed, accurate client records and service documentation in accordance with firm policies and CPA‑firm best practices.
- Partner with clients and the billing team to set clear payment terms and proactively address outstanding invoices.
Qualifications and Requirements
- Bachelor’s degree required (MBA, CPA, or other professional certification strongly preferred).
- 5–7+ years of experience in client service, relationship management, or account management within a CPA firm or professional services environment.
- Strong working knowledge of accounting, tax, and advisory services, with the ability to discuss these topics credibly and professionally with clients.
- Demonstrated ability to deliver a premium, white‑glove client experience to sophisticated or high‑net‑worth clients.
- Exceptional communication, judgment, and interpersonal skills, with a polished and professional presence.
- Highly organized and detail‑oriented, with a proactive and anticipatory service mindset.
- Deep respect for confidentiality, accuracy, and ethical standards consistent with CPA‑firm practices.
- Ability to manage multiple high‑priority client relationships while collaborating seamlessly with internal teams.
Job Details
- Job Type: Full‑time
- Schedule: Monday – Friday, 9:00 AM – 5:30 PM
- Work Location: In person
- Location: Tucson, AZ
This position operates as part of a collaborative team environment, supporting clients with professionalism, discretion, and responsiveness.
Compensation & Benefits
Compensation Range: 85K – 150K annually commensurate with experience
This position offers a competitive salary commensurate with experience and qualifications. In addition to compensation, Cutler Advisors provides a comprehensive 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 Insurance
- Ancillary benefits, including supplemental life insurance and short‑term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth and development, including access to Becker and LinkedIn Learning
Cutler Advisors is committed to fostering a supportive and inclusive workplace where every team member can thrive. We value professionalism, collaboration, and a client‑first mindset. Apply today to join a firm dedicated to delivering an exceptional concierge‑level experience to its clients."David Cutler Accountants + Advisors", an independent member of the Crete Professionals Alliance, is the brand name under which David S. Cutler, CPA, PC and David S. Cutler, CPA, PLLC (collectively referred to as “DSC CPA”) and Cutler Advisors LLC d/b/a David S.
Cutler Advisors (“Advisors”) provide professional services. DSC CPA and Advisors practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. DSC CPA is a licensed independent CPA firm that provides attest services to its clients, and Advisors provides tax and business consulting services to their clients. Advisors and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the David Cutler Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the David Cutler Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by DSC CPA and Advisors.Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.
#LI-BP1
