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Advisory Engagement Manager

Ambler, PA, United States

Work with one of the fastest growing Accounting Advisory and Asset Management firms in the area!

As an  Advisory Engagement Manager , you'll be working with the advisory firm's leadership, the business development and sales teams, as well as the direct client to lead the onboarding process from proposal stage through project delivery. This would include tracking the progress of the project against the scope. These projects will be large and small scale accounting, finance, and tax projects.

Responsibilities:

Partner with the firm's leadership to manage client engagements

Partner with business development and sales in gain knowledge of the client and continue to foster the client relationship

Assist Sales team with business proposals and engagement outlook

Assist and advise internal sales team with generating additional opportunities for the firm to assist the client

Run the client onboarding process

Be the key point of contact in information collection / retrieval

Manage the client relationship throughout the project lifetime

Track and manage the project from scope of work through project delivery

Sit on monthly, quarterly, and annual client meetings acting as a board member and advisor

Act as a backup to Tax Manager, Advisory Manager, and Audit Manager as needed

Qualifications:

Bachelor's degree is required

7+ years of prior audit, accounting, and/or Tax Experience

Prior experience working directly with business development/sales and/or in a direct business development role is required

CPA or other certifications are a huge plus

This is a permanent full-time position with the organization offering a comprehensive benefits package including Base Salary, Bonus potential, medical/dental/vision, paid time off, paid holidays, 401K match, insurance, and growth potential that is unlimited.

Working Conditions:

This is an in-office position with some flexibility.

Apply:

To be considered for this opening, please apply to [email protected]

Please also add me on LinkedIn - https://www.linkedin.com/in/kriskieres

Kris Kieres

Liberty Personnel Services

484-238-1976

[email protected]

Industry

Advisory, Public Accounting

Employment type

Full-time

Experience

Manager

Job function

Client Service, Accounting, Tax, Advisory, Business Development, Sales

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Advisory Engagement Manager jobs in Ambler, PA, United States

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