Tax & Accounting Advisory Manager

Job Description

Job Description

Client Controller | Remote Opportunity | CPA & Advisory Firm

Client Advisory | Tax & Accounting | Business Owner Relationships

What if the next step in your accounting career wasn't about becoming more technical, but becoming more valuable to the people you serve?

There's a difference.

You can spend years becoming exceptionally good at tax, accounting, financial reporting, and solving complicated problems.

Those are important skills.

But somewhere along the way, you may have discovered that the most rewarding part of your work isn't necessarily preparing the return or finishing the financial statements.

It's the conversation that comes afterward.

Helping a business owner understand why profitability and cash flow aren't always the same thing.

Talking through the financial implications of a decision they're considering.

Helping someone who feels overwhelmed by the numbers gain a little more clarity and confidence.

And becoming the person they call when they need advice, not simply another report.

If that's the part of your work you enjoy most, this opportunity may be worth exploring.

We're partnering with a growing, independently owned CPA and advisory firm in South Florida that's building a different kind of client experience.

The firm serves business owners who want more than traditional tax preparation and accounting services.

They want a relationship with someone who understands their business, helps them think through decisions, and brings the right expertise to the table when they need it.

The firm is seeking a Client Controller position to help lead those relationships.

And they're open to hiring the right person, regardless of geography as long as you reside in the continental United States.

Here's what makes this role different.

You won't be expected to personally prepare every return, complete every reconciliation, or have the answer to every technical question.

Instead, you'll be the person helping clients make sense of the bigger picture.

You'll work with tax and accounting professionals who provide the technical support, while you take ownership of the client relationship and help ensure the work gets done.

Think of yourself as the quarterback.

You understand what the client needs, recognize the issues that deserve attention, involve the right people, and make sure the client never feels like they're being passed from one department to another.

Here's where you could make an impact:

• Build trusted relationships with business owners and become a primary point of contact for their accounting, tax, and advisory needs.

• Lead conversations about financial performance, profitability, cash flow, tax considerations, and business decisions.

• Coordinate with tax and accounting professionals to make sure client needs are addressed accurately and on time.

• Anticipate questions, identify potential issues, and help clients understand what deserves their attention.

• Take ownership of client communication, follow-through, and the overall experience of working with the firm.

• Help develop processes and service standards as the firm builds a more structured approach to client advisory.

• Contribute ideas that strengthen relationships, improve client service, and support the firm's continued growth.

Who might be a good fit?

There isn't just one background that could lead to success in this position.

You might be a tax professional who enjoys planning conversations more than preparing returns.

You might be a CAS Manager or outsourced Controller who has become a trusted advisor to the business owners you support.

Or you might have spent time in public accounting before moving into a corporate accounting or Controller position, and you miss the variety of working with different businesses.

We're open to those possibilities.

What matters is whether you have the technical foundation, judgment, and interpersonal skills to earn a business owner's confidence.

A few things we'd like to see in your background:

• Meaningful experience in tax, accounting, or financial advisory, preferably with exposure to multiple business clients.

• A solid understanding of both accounting and U.S. tax concepts, even if your experience is stronger in one area than the other.

• The ability to explain financial and tax matters in language business owners understand.

• Experience managing client relationships, projects, or competing priorities.

• The confidence to lead conversations, ask thoughtful questions, and recognize when additional technical expertise is needed.

• Strong organization, follow-through, and the ability to work independently in a remote environment.

• Intellectual curiosity, humility, and a genuine interest in helping business owners succeed.

A CPA or EA credential would be valuable, but it isn't the only path to being considered.

And while Spanish language skills could be helpful, they're not required.

Here's something that caught our attention about the firm's leadership.

During our conversation with the managing partner, he spent considerable time talking about the experience he wants clients to have.

Not simply whether the accounting gets completed or the tax return gets filed.

He talked about trust.

About being the person a business owner feels comfortable calling.

About having enough understanding of a client's business to recognize what matters, even when the client doesn't know exactly what question to ask.

He also acknowledged something important.

As the firm continues growing, he can't personally be the primary advisor for every client.

He wants to build a team of professionals who can develop those same trusted relationships.

That's why this position matters.

You're not being hired simply to manage a list of accounts.

You're being hired to help shape how a growing advisory firm serves its clients.

The firm is expanding, investing in new client relationships, and developing a more intentional team-based advisory model.

That creates an opportunity to contribute to something that's still being built.

And for the right professional, there is room to grow along with it.

Based on our initial conversations, we're exploring candidates in approximately the $130,000 to $160,000 base compensation range, with flexibility depending on experience and the value someone can bring to the role.

We're not looking for someone who has every answer.

We're looking for someone who knows how to find the right answers, earn trust, take ownership, and make clients feel confident that someone is looking out for their interests.

At Benaiah Consulting Group, our conversations go well beyond your résumé.

We want to understand how you think, the relationships you've built, the problems you've helped solve, and what kind of work brings out your best.

If you've been wondering whether there's a way to use your tax and accounting experience to become more involved in the decisions that matter to business owners, we'd enjoy having a confidential conversation.