Client Advisory Manager
$80k - $95kThryve Group LLC
Part-Time / Flexible•Client Accounting & Advisory Services (CAS)
Hybrid|Northeast Ohio|20–25 hrs/week|Path to full-time available (not required)
$80,000–$95,000 full-time equivalent (prorated for part-time)
Are you an experienced accountant who loves the work but needs it to fit your life?
Maybe you've stepped back from public accounting. Maybe full-time doesn't work for your family right now. Maybe you're simply tired of closing books and never seeing the impact. If you want meaningful, client-facing financial work on a schedule that actually respects your life — read on.
About Thryve Group
We help small business owners become confident, financially savvy leaders. Through strategic accounting, CFO-level insight, and hands‑on guidance, we don't just report numbers — we help clients make better decisions and build stronger businesses.
The Role
You'll work directly with small business owners as their trusted financial advisor — helping them understand their numbers, plan ahead, and make smarter decisions. This is client advisory work, not compliance grind.
The role starts at 20–25 hours per week. We're genuinely supportive of long‑term part‑time arrangements, and full‑time is available down the road if you ever want it.
What You'll Do
- Lead monthly financial review meetings with clients
- Prepare and present KPIs and financial performance insights
- Support cash flow, profitability, and strategic conversations
- Coordinate on tax planning
- Translate financials into plain language business owners actually understand
- Build strong, lasting client relationships
What We're Looking For
Two things matter most: a genuine understanding of business finances, and real experience working with clients.
- 3–7 years in public accounting, business/commercial banking, corporate FP&A, or a controller role
- Comfortable speaking with clients — or genuinely excited to grow there
- Able to explain financial concepts to non‑financial business owners
- Friendly, dependable, with a strong sense of ownership and follow‑through
- Looking for advisory work that fits a flexible schedule
Why This Role Is Different
- CFO-level advisory exposure from day one
- Real flexibility — built for experienced professionals who want balance
- Performance-based bonus potential
- Structured training and mentorship from firm leadership
- Meaningful work where you see your impact on real businesses
Ready to Apply?
Hybrid · Northeast Ohio. Apply directly or refer someone great: thethryvegroup.com/careers
#J-18808-LjbffrVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Advisory Manager in Beachwood, OH vacancy
- Rea, a prominent advisory and accounting firm located in Independence, Ohio, is seeking a Manager for Client Advisory Services. This role involves acting as the primary contact for clients, overseeing complex business challenges, and providing guidance to junior staff....Suggested
- ...more than 170 professionals and a national client base. With offices in Cleveland, Fairlawn... ...a wide range of sectors. Our Client Advisory Services (CAS) team delivers strategic insights... ...Position Overview: We are seeking a CAS Manager to lead client engagements, oversee...SuggestedFlexible hours
$300k
...professional with over five years of experience in managing enterprise accounts and a passion for building lasting client relationships? If so, you will thrive in our... ...Cleveland and beyond. About the Team The Advisory Enterprise Account Manager role will be part of...SuggestedWork at officeLocal areaRemote workRelocation packageNutanix
Cleveland, OH5 days ago- Pease Bell, a fast-growing accounting firm in Cleveland, is seeking a CAS Manager to lead client engagements and oversee accounting functions. The ideal candidate will have a CPA and over 6 years of experience. This role offers opportunities for career growth in a collaborative...SuggestedFlexible hours
- ...seeking an experienced professional to lead Accounting & Reporting Advisory engagements. The candidate will have extensive experience with... ...accounting research. This role requires collaboration with clients across various industries and participation in business development...Suggested
- ...Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People... ...and a robust benefits plan. The Accounting Manager, Client Advisory Services acts as the primary client...Temporary workLocal area
REA, Inc.
Independence, OH4 days ago $125k - $140k
A leading financial services firm in Cleveland is seeking an Experienced Manager for Accounting Advisory Services. This role involves understanding complex accounting standards and assisting companies with the implementation of these standards. The ideal candidate must...$100k - $175k
Client Relationship Manager - P&C Insurance Location: USA - Cleveland, Ohio (Hybrid; Onsite Client Engagements Required) Work Type: Full-Time, Permanent... ...strategic and operational leadership, delivering client advisory services, and overseeing all aspects of account lifecycle...Permanent employmentFull timeWork at officeNight shift- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...through a personal relationship with their advisory team committed to their needs. We believe...Work experience placementWork at officeWork from homeHome officeShift workDay shift
$300k
...Meaningful Path with Taylor Oswald Job Summary: Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's...Summer workWork at officeRelocationTaylor Oswald
Cleveland, OH1 day ago- ...talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions,...Work at office
Oswald Companies
Cleveland, OH22 hours ago - ...insurance and financial protection solutions to families and individuals &##128313;Educate clients on policies that prevent financial disaster during times of loss &##128313;Manage your own book of business through virtual appointments - Use our proven internal...Full time
Globe Life: Moore Organizations
Cleveland, OH5 hours ago - ...Position Description Provide assistance to Producers and Client Executives in servicing new and renewal business. Promptly and professionally... ...new business. Exhibits proficiency in using the agency management system (Epic), per TFG’s written workflows. Adhere to all...Full timeWork at officeNight shift
The Fedeli Group
Independence, OH2 days ago - A leading discount retailer is seeking a Customer Service Supervisor to ensure smooth operations at the front end of the store. Responsibilities include leading a team focused on customer service, resolving issues, and maintaining store standards. Ideal candidates have ...Flexible hours
- ...servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the... ...applicable parties and attaches documentation into the agency management system. Prepares and submits policy change requests to...
Oswald Companies
Cleveland, OH23 hours ago - ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered... ..., communities thrive, and people prosper. As a Senior Account Manager for Small Business, you’ll manage relationships with some of...Full timeLive outWork at officeLocal areaFlexible hours
Gallagher Benefit Service
Cleveland, OH2 days ago - ...Senior Project/Client Manager An industry leading multi-disciplinary team is looking for a Senior Project/Client Manager for their Cleveland team! Responsibilities include performing project and client management duties for multi-discipline projects, working closely...For contractorsLocal area
Harrison Consulting Solutions
Cleveland, OH5 days ago - ...insurance firm in Cleveland, Ohio, is seeking an experienced Property and Casualty Client Executive. This full-time role involves managing a client portfolio, delivering client advisory services, and overseeing all aspects of account management. The ideal candidate has...Full time
- ...of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide... ...recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors...Full time
Globe Life: Moore Organizations
Cleveland, OH1 day ago - Senior Account Manager - Small Business As a Senior Account Manager for Small Business, you’ll manage relationships with our valued clients, ensuring their insurance and risk management needs are met while expanding coverage opportunities. How You’ll Make an Impact Build...Local areaFlexible hours
- ...engine\" of Diamond Signs & Graphics, leading our most important client projects from initial concept to final installation. You’ll work... ...for our clients. What You’ll Do: Architect the Client Journey: Manage all project efforts, ensuring clients are informed and delighted...Work at office
- ...in Cleveland, Ohio, is seeking a dedicated professional to service an assigned book of business. Key responsibilities include managing client communications, ensuring timely service delivery, and preparing policy change requests. The ideal candidate should possess strong...
- Senior Account Manager For Small Business At Gallagher, we help businesses grow, communities thrive, and people prosper. As a Senior Account... ..., you'll manage relationships with some of our most valued clients. You'll be part of a team that champions integrity,...Live outWork at officeLocal areaFlexible hours
- ...us show you all the ways we can Empower Your Purpose. Responsibilities Developing and implementing innovative solutions for our clients' financial and business needs Bringing proactive, fresh ideas to assist our clients in meeting their goals and aspirations Preparing...Flexible hours
- Arthur J. Gallagher & Co. (AJG) seeks an experienced Senior Account Manager for Small Business in Cleveland, Ohio. In this role, you will build and manage relationships with clients, ensuring their insurance and risk management needs are met. Come be part of a company that...
- A prominent insurance services provider is seeking an experienced Insurance Client Manager to lead a portfolio of Property and Casualty insurance clients. The role involves strategic leadership, managing client relationships, and delivering tailored risk management solutions...Work at office
- ...in Cleveland, Ohio, with a minimum of 5 years in accounting and consulting. The role involves developing innovative solutions for clients, mentoring associates, and ensuring client success. A CPA certification is preferred. Rehmann supports its associates with various...Flexible hours
- ...industry, Stretch Lab has created a variety of offerings to empower clients to Live Long. StretchLab has gathered a team of experts already... ...purpose of the Sales Representative is to assist the General Manager with new membership sales by bringing new members to the studio...Flexible hours
StretchLab - Hudson
Beachwood, OH13 days ago - ...Job Summary: Responsible for brokering, administering, and managing Owner Controlled Insurance Programs (OCIP) and Contractor... ...of construction projects. Provides expert external support to clients while directing internal support resources as needed. Ensures high...For contractors
Oswald Companies
Cleveland, OH23 hours ago $147.4k - $336.8k
A global professional services firm is seeking a Senior Manager to lead international corporate tax advisory projects in Cleveland, Ohio. This role involves advising clients on complex tax issues, managing engagements, and coaching a dedicated team. Candidates should have...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Advisory Manager. Be the first to apply!
