Remote Senior Client Advisory Lead
Veris Insights
- Remote job
A market research consulting firm is hiring a Client Advisory Manager to serve as the primary contact for 25–35 university clients. This role involves building relationships, translating data into actionable insights, and providing strategic advice in a fast-paced, remote-first environment. The ideal candidate will have over 3 years of client-facing experience and excellent communication skills. Competitive compensation and comprehensive benefits are offered. #J-18808-Ljbffr Veris Insights
- Pathstone is looking for a key member of the Client Advisory Team in Newtown Square, PA, to deliver comprehensive wealth management services... .... This is a hybrid position, blending in-office and remote work, and offers a range of competitive benefits. #J-18808-Ljbffr...Remote workSeniorWork at office
$140k - $170k
Jobot is seeking experienced tax professionals in Seattle, WA, for a remote role focused on strategic tax planning for high-net-worth clients. Candidates should possess a Bachelor’s in Accounting, CPA or EA license, and over 5 years of tax experience at a Top 100 CPA firm...Remote jobSenior$85k - $105k
...Job Description Job Description Senior Accountant & Client Advisory Lead Location: Gig Harbor, WA Compensation: $85,000-$105,000 annually,... ...benefits through Aflac. ~ Flexible scheduling and hybrid remote work opportunities. ~ Ongoing professional...Remote workSeniorFlexible hours$125k - $140k
An advisory consulting firm is looking for a Senior Associate in its Dining Advisory Practice Group. You will lead and manage client engagements, primarily in higher education, focusing on dining services planning and procurement. The ideal candidate has 7+ years of relevant...Remote jobSenior$125k - $140k
...consultancy firm in the United States seeks a Senior Associate for its Dining Advisory Practice. The role involves leading dining advisory projects for colleges and universities... ...in dining services consulting, strong client management skills, and a bachelor's degree in...Remote jobSenior$112.7k - $193.2k
Stryker Corporation is searching for an Advisory Services Manager to join their Optum Advisory team remotely. This role involves leading consulting engagements across healthcare,... ...efficiency through AI tools, and engaging with clients to enhance operational performance....Remote jobSenior$125k - $140k
A consulting firm for dining advisory in Chicago is seeking a Senior Associate to lead dining advisory engagements for higher education clients. This role requires significant experience in dining services consulting and expertise in managing contract-driven projects....Remote jobSeniorContract work- Join Winthrop Wealth as the Senior Business Development Specialist. This senior role focuses on disciplined... ...a primary point of contact for high-net-worth clients while building long-term advisory relationships. Located remotely within the U.S., the position offers an...Remote jobSenior
$112.7k - $193.2k
The Texas Health Institute is seeking an Advisory Services Manager, a senior consulting expert to work remotely within the U.S. Responsibilities include collaborating with teams, advising clients on AI applications, and leading complex projects. Qualifications require...Remote jobSeniorFull time- A modern advisory firm based in the United States is seeking an experienced accountant to manage a client portfolio, produce accurate financial reports, and optimize accounting systems... ...junior team members. This role offers a remote work option and multiple benefits,...Remote jobSenior
- ...the United States is seeking a Senior Accountant to serve as a strategic advisor within the Client Accounting Advisory Services team. The successful candidate will lead client engagements, manage month... ...operations. This fully remote role requires strong technical...Remote jobSenior
- A modern advisory and tax firm in New York is looking for an experienced accountant to manage client portfolios, ensure compliance, and create accurate financial reports. Ideal candidates should have at least a bachelor’s degree in accounting or finance and 3 to 5 years...Remote jobSeniorWork from homeFlexible hours
- ...Capital Advisors, LLC is seeking a Tax Senior Manager, Private Client & Family Office Services in Denver,... ...finance, with a proven track record in advisory services. Understanding complex tax... ...packages are offered along with possible remote flexibility. #J-18808-Ljbffr BDO...Remote workSeniorWork at office
$140k - $160k
A leading advisory firm is seeking an experienced Tax Senior Manager or Director to provide advisory services to high-net-worth clients. This role offers flexibility with remote, hybrid, or onsite options. Candidates should have at least 6 years of tax experience and be...Remote jobSenior- Wertz & Associates is looking for a Senior Accountant for their Client Advisory Services team. The role is fully remote and designed for those who have at least 5 years of experience in accounting, preferably with insights into public accounting, client advisory services...Remote jobSenior
- A leading accounting advisory firm is seeking a Senior Manager in Tampa, Florida. This role involves leading client engagements, mentoring teams, and serving as a subject matter expert in... ...position offers flexibility with office and remote work options. Join this forward-...Remote workSeniorWork at office
- jobr.pro is seeking a Remote Client Relationship Manager/Senior Accountant to manage a book of 30 to 40 clients. This role emphasizes the advisory side of accounting, requiring at least 5 years of experience in a CPA firm and expertise in QuickBooks Online. You will serve...Remote jobSenior
- MBE CPAs is seeking a Client Accounting Services Department Manager to lead and transform the CAS practice. This senior leadership position will involve building a client advisory focused CAS model and overseeing... ...the role offers hybrid or remote options. Join MBE CPAs for...Remote job
- MBE CPAs is looking for a Client Accounting Services Department Manager to lead and grow its CAS practice. This senior role involves overseeing client advisory services, mentoring a high-performing... ...full-time and allows for hybrid or remote work, with periodic travel. #J-1...Remote jobFull time
- Lmhscpas in Norwell, MA, is seeking a Tax Manager to manage client tax engagements and ensure compliance with tax laws. The role involves leading teams in tax preparation and advisory services while providing high-quality client service. The ideal candidate will have 10...Remote jobFull timeWork from home
$110k - $140k
Audit Manager / Senior Audit Associate - Client Advisory, LLCs, S-Corps Our team has partnered with a top CPA and advisory services firm in the financial... ...work arrangement, 2-3 days in office, rest of time remote Life Insurance Medical Insurance employer subsidized...Remote workSeniorFull timeWork at officeFlexible hours- Fhassoc is seeking an experienced Tax Senior/Supervisor to prepare and review tax returns... ...gift tax returns. This role can be fully remote, hybrid, or in any of our Chicago suburban... ...on tax compliance and consulting with clients. Join our dynamic team that values camaraderie...Remote jobSeniorFlexible hours
- Great Gray is seeking a Senior Onboarding Specialist to join the Customer Success team in Las Vegas, NV. This role focuses on client enablement, overseeing complex onboarding engagements... ...model, ensuring a blend of onsite and remote work, and includes competitive...Remote workSenior
- A leading technology firm based in Austin is looking for a senior professional to lead high-impact client engagements across top brands. This role requires expertise in marketing analytics... ...skills. The position is fully remote, offering competitive rewards and a diverse...Remote jobSenior
- Crains Cleveland is looking for an Advisory Services Manager to lead consulting efforts within the Optum Advisory Services. This remote position requires expertise in project management and the effective use of AI tools. Candidates must have over 7 years of experience...Remote jobSenior
- Capital One Ad Solutions is seeking a Senior Strategic Client Manager to partner with top merchants and drive bespoke ad solutions. You will work with product, data, and sales teams to integrate campaigns from start to finish, serving as the primary liaison for enterprise...Remote jobSenior
- Capital One Ad Solutions is seeking a Senior Strategic Client Manager to join the Partnerships Team. You’ll partner with top merchants to implement bespoke campaigns using Capital One Ad Solutions’ product suite and serve as the liaison between clients and internal teams...Remote jobSenior
$112.7k - $193.2k
Lehighbar is seeking an Advisory Services Manager to deliver consulting talent across the healthcare ecosystem. This senior role requires extensive experience in enterprise program... ...management tools. The ideal candidate will work remotely from anywhere in the U.S., with...Remote jobSeniorWork at office- Capital One Ad Solutions is seeking a Senior Strategic Client Manager to join the Partnerships Team. You’ll partner with top merchants to help them succeed by integrating and creating bespoke solutions for our clients, and you’ll manage campaigns from start to finish, serving...Remote jobSenior
- A leading law firm is seeking a Senior Client Service Manager in Los Angeles, California, to enhance client service excellence. This newly created role... ...firm offers a hybrid work schedule, allowing for both remote and in-office work. #J-18808-Ljbffr Wilson Sonsini Goodrich...Remote workSeniorWork at office
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