Description The Manager, Client Advisory Services acts as the primary client contact, building relationships, facilitating meetings, and providing guidance and feedback to junior team members while ensuring high-quality service and support for clients. This role applies accounting theories and principles to resolve complex business challenges and optimize financial processes, ensuring accurate financial reporting and compliance. Job Duties: - Apply accounting theories, principles, and systems design to address complex business challenges and optimize financial processes - Review accounts and research discrepancies - Provide oversight of the accounts receivable and accounts payable process - Ensures timely invoicing, collection, accurate and efficient bill payment processing, and reconciliation activity - Develop work plans, project timelines, and key milestones - Review journal entries, ensure accurate financial reporting and compliance with regulatory requirements - Review account balances and financial statements - Research issues identified by staff and works toward resolution - Ensure proper workpaper documentation for all accounts - Managing regulatory requirements and internal reporting deadlines - Participate in quality assurance initiatives  - Review of work done by themself and others before submission, including balance sheet reconciliations, P&L classification and state and local tax filings for accuracy and compliance - Communicating frequently and effectively with client contacts - Provide general accounting feedback and recommendations to clients - Ensure delivery goals are met by the team through process management and inter-departmental communication - Identify client issues and deficiencies and assist with recommending solutions - Act as the primary client contact - Build client relationships and involve other team members to leverage diverse perspectives and deliver comprehensive solutions - Actively listen to clients, provide timely responses and address client needs effectively - Facilitate client meetings and involve junior team members in these - Manage client workload and projects from initiation to completion, developing workplans, project timelines, and key milestones - Manage multiple projects effectively, coordinating resources, monitoring progress, and ensuring deadlines are met, and clients receive the highest level of service and support - Prepare, communicate and monitor budgets on client engagements - Act as a coach to junior team members - Share knowledge, insights, and best practices with others through training, coaching, or mentoring - Provide timely feedback to team members - Highlight performance strengths and weaknesses for team members, focusing on behaviors and outcomes - Facilitate frequent meetings with direct reports and assists with setting their performance goals - Supervise a team for day-to-day management of scheduling, training and procedure - Provide guidance and direction to team members to develop skills and overcome challenges - Delegate work effectively to staff based on their qualifications, capabilities, and interests - Manage staff workload ensuring optimal utilization of resources and maintaining a healthy balance for team members - Act as a technical resource to support project teams, troubleshoot issues, and provide guidance - Recognize issues and develop resolutions and consults with leadership if necessary - Communicate potential additional service offerings to clients - Nurture established networks in establishing full-cycle business development - Participate in the development and implementation of solutions to clients - Complete and document research calls in a timely fashion - Other duties as assigned Skills accounting & finance, quickbooks, financial statements, financial analysis, leadership development, budget analysis, forecasting, client relationship management, bachelors in accounting, advanced excel, crm software, public accounting, process improvement, masters in Top Skills Details accounting & finance,quickbooks,financial statements,financial analysis,leadership development,budget analysis,forecasting,client relationship management,bachelors in accounting Additional Skills & Qualifications Education: - Bachelor’s degree in accounting - Master’s degree preferred Experience: - Minimum of 7-10 years of experience or relevant experience - Team and project management experience required Licenses/Certifications: - QuickBooks Online Pro Advisor Certification - CPA License Experience Level Expert Level Job Type & Location This is a Permanent position based out of Dublin, OH. Pay and Benefits The pay range for this position is $80000.00 - $110000.00/yr. Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. - Health Care Plan (Medical, Dental & Vision) - Retirement Plan (401k with 3% contribution) - Life Insurance (Basic, Voluntary & AD&D) - Family Leave (Maternity, Paternity) - Short Term & Long Term Disability - Training & Development - Wellness Resources - Four (4) weeks PTO - Twelve (12) paid holidays, of which three (3) are floating holidays Workplace Type This is a fully onsite position in Dublin,OH. Application Deadline This position is anticipated to close on May 20, 2026. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.