20 Best Client Advisor jobs (Hiring Now!)

Audit/Assurance Manager (Public Accounting)
Atherton & Associates, LLP —Modesto, CA
Ability to develop professional relationship with clients and gain their respect and confidence by consistently delivering excellent work product and providing…
$105,000 - $140,000 a year
Quick Apply
Field Nurse Case Manager
National Care Advisors —Fresno, CA
Minimum of 5 years clinical Nursing experience – experience in field case management or workers’ compensation case management, preferred.
$100,000 - $120,000 a year
Quick Apply
Benefits Advisor
Benefits Advisor —Colby, KS
Previous experience in benefits administration or a related field preferred. Conduct telemarketing activities to reach potential clients and promote our…
$59,899 - $66,296 a year
Quick Apply
Tax Manager
DGPerry CPAs + Advisors LLC —Naples, FL
Every day, DGPerry helps its clients navigate through life and business events, develop tailored strategies to maximize profits, minimize risk, and plan for…
Estimated: $87.7K - $111K a year
Quick Apply
Associate Financial Advisor
Winninger Investments —Cody, WY
\*Must have 5 years work experience in ANY field with references*. Pay: $80,000 - $90,000 per year depending on qualifications and experience in the field …
$80,000 - $90,000 a year
Quick Apply
Full Time Registered Behavior Technician
Ascend Behavior Partners —Aurora, CO
Yes, There is a $2000 hire-on bonus for candidates with an active RBT certification from the BACB. Some state and federal laws may require Ascend to mandate…
$21 - $27 an hour
Quick Apply
5d
Travel Advisor
Kristi Lynn Travel —Remote
Background in hospitality or hotel management is a plus. Make reservations for flights, hotels, car rentals, and other travel services.
Estimated: $35.2K - $44.6K a year
Quick Apply
2d
Travel Advisor
The Sunny Travelers Travel Agency —Remote
This is an independent contractor position. Build and grow your own book of clients (training provided). Offer travel advice and information to clients via…
$39,228.70 - $47,243.17 a year
Quick Apply
13d
Virtual Bookkeeper
Foundation Group —Remote
2 years post-secondary education in Business, Accounting, Finance, or related field; Associate's or Bachelor's degree preferred.
$20 - $35 an hour
Quick Apply
1d
Client Administrative Manager
Steward Partners Global Advisory LLC —Keene, NH
Bachelor’s Degree in Business or in related field is preferred. Perform administrative duties that support Financial Advisors in daily business practices,…
$40,000 - $50,000 a year
Quick Apply
Debt Settlement Advisor
Debt Advisors of America —San Diego, CA
Focused and professional with the work ethic that goes along with earning a six figure income. We provide paid onsite and remote training and everything a sales…
$5,500 - $20,000 a month
Quick Apply
4d
Licensed Insurance Sales Representative
Allstate Insurance Agency - Empere Insurance Trusted Advisors —Hanover Park, IL
*Relationship builder:* Your focus is on the long game—building strong relationships with current and new clients, while keeping open lines of communication for…
$50,000 - $60,000 a year
Quick Apply
Travel Advisor
Travel Away Corporation —Remote
Make reservations for flights, hotels, car rentals, tours, and other travel services. Handle any issues or changes related to travel arrangements promptly and…
$43,725 - $50,217 a year
Quick Apply
2d
Travel Advisor
Blissful Travel Escapes LLC —Remote
Able to work comfortably in a commission-based field. Our commitment and purpose is to be a first-class provider of enriching and exceptional travel experiences…
Estimated: $51.9K - $65.7K a year
Quick Apply
18h
Client Advisor (Full Time Sales Associate)
CH Carolina Herrera —Central Valley, NY
For the company clientele, providing excellent customer service and driving customer loyalty. Processing transactions accurately and efficiently.
$16 - $18 an hour
Quick Apply
9d
Academic Advisor (Writing Track)
Thinktown Education Inc. —Remote
Carry out academic research and develop relevant teaching materials, such as competition research and compilation and annotation of past winning essays, in…
From $50,000 a year
Quick Apply
1d
Financial Services Client Service Associate
Gottshall Capital Partners —Manitowoc, WI
Handle all incoming calls and greet all incoming clients/prospects. Cultivates ideas to develop or help improve office systems and protocol.
$35,000 - $40,000 a year
Quick Apply
5d
Client Accountant Advisor
Precise MGMT —Remote
Handle all aspects of the accounting cycle, including asset management, budgeting, cost analysis, financial reporting, accounts payable/receivable, insurance,…
$100,000 - $150,000 a year
Quick Apply
2d
Tax Manager
Confidential - Wealth Management Firm —Grand Rapids, MI
Oversee client tax compliance, planning and consulting projects by researching federal and state regulations. EA or CPA designation required.
Estimated: $93.7K - $119K a year
Quick Apply
6d
BMW Client Advisor
BMW/MINI of Freeport —Freeport, NY
Minimum of 3 years of automotive sales experience with a proven track record. A desire to grow and exceed average performance levels.
$50,000 - $200,000 a year
Quick Apply

I want to receive the latest job alert for Client Advisor

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Audit/Assurance Manager (Public Accounting)

Atherton & Associates, LLP Modesto, CA

Quick Apply

Job Details

Full-time $105,000 - $140,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Life insurance

Qualifications

CPA
Public accounting
5 years
Microsoft Office
Master's degree
Supervising experience
Bachelor's degree
Accounting
Business Administration
Communication skills

Full Job Description

Assurance Manager

Atherton & Associates, LLP – Modesto, CA 95350

Located in Modesto, California, Atherton & Associates, LLP is a quality firm founded more than 50 years ago with a strong commitment to providing the highest possible level of service to our clients. We provide a wide variety of services for our clients that include tax planning and preparation, estate planning, accounting and auditing and general business advisory services. The many large and small family-owned businesses that we serve include the agriculture, food processing, cooperative, real estate, transportation, manufacturing, warehousing, medical industries, and professional services.

As one of the largest CPA & consulting firms in the San Joaquin Valley, Atherton & Associates, LLP also has the ability and resources to tackle the most complex business situations. We enhanced those abilities in 2003 by joining the RSM US Alliance. This affiliation gives us access to a full range of national and international capabilities and it also assists us in providing our employees continuing professional education while assisting them with short and long- term career goals.

As a member of the RSM US Alliance, an association of top public accounting firms, Atherton & Associates has access to more than 7,000 accounting professionals in 70 different countries – a level of expertise once only available at select national firms. No matter what situation our clients may encounter, Atherton & Associates, LLP can provide the expert advice they may need.

Atherton & Associates, LLP is seeking a self-motivated, client-focused individual to join our team as a Assurance Manager to help us continue to provide the excellent client service that we are known for.

Qualifications:

Bachelor’s degree, preferred concentration in Business Administration or Accounting, from an accredited college or university. Master’s degree is a plus.
Current California CPA license.
A minimum of 6 years relevant experience.
Supervisory experience with staff in planning, performing and completing audit engagements.
Strong technology skills and proficiency with all aspects of Microsoft Office. Working knowledge and experience with ProSystem fx Engagement and Caseware are a plus.
Ability to develop professional relationship with clients and gain their respect and confidence by consistently delivering excellent work product and providing exceptional client service, including planning and consulting. In summary, becoming the trusted advisor that clients seek.
Excellent project management, analytical, interpersonal, verbal and written communication skills, ability to listen effectively.
Ability to professionally maintain a high level of interaction with clients.
Passionate about developing associates and senior associates through delegation, training and coaching.
Ability to lead, prioritize and adapt in a fast-paced, dynamic environment.
Superior client service with the ability to manage multiple responsibilities simultaneously.
Has a strong conviction and holds to the Firm’s core values of Integrity, Commitment, Excellence, Innovation, and Teamwork

Roles & Responsibilities:

Lead multiple assurance engagements by overseeing the planning, organizing, and execution of engagements. Provide business and advisory services to our audit clients.
Review research findings, workpapers, formulates conclusions consistent with the Firm’s policies and professional standards, and determines implications and best course of action for the client.
Collaborate effectively with internal and external business partners as required in order to provide exceptional value to clients.
Develop a professional relationship with clients and gain their respect and confidence by consistently delivering excellent work product and providing exceptional client service.
Proactively assist the Firm in generating new business opportunities and be involved in community activities for the purposes of business development and cross-selling the Firm’s services.
Provide training to co-workers and associates as needed on technical areas of expertise.
Delegate work effectively to ensure deadlines are met, team is held accountable and has development/growth opportunities.
Train, supervise, coach, motivate and evaluate department staff.
Give insight and thought leadership to the Firm on audit/assurance matters.
Stays abreast of current business and economic developments relevant to the Firm’s industries.
Holds a position of leadership in a community, business or professional organization.
Create and maintain continuing professional education schedule for department staff.
Flexibility to work weekends and extended hours during peak busy seasons.

Benefits: Competitive salary, Incentive Compensation Plan, Cafeteria Plan which includes 401K Plan, Health, Vision, Disability, and Life Insurance, Medical and Daycare Reimbursement Plans. Signing bonus available.

Salary: $105,000.00 to $140,000.00 per year.

Job Type: Full-time

Pay: $105,000.00 - $140,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance

Schedule:

Monday to Friday

Education:

Bachelor's (Required)

Experience:

Public accounting: 5 years (Required)

Work Location: In person

Quick Apply

Client Advisor jobs

Audit/Assurance Manager (Public Accounting)

Field Nurse Case Manager

Benefits Advisor

Tax Manager

Associate Financial Advisor

Full Time Registered Behavior Technician

Travel Advisor

Travel Advisor

Virtual Bookkeeper

Client Administrative Manager

Debt Settlement Advisor

Licensed Insurance Sales Representative

Travel Advisor

Travel Advisor

Client Advisor (Full Time Sales Associate)

Academic Advisor (Writing Track)

Financial Services Client Service Associate

Client Accountant Advisor

Tax Manager

BMW Client Advisor

Job Seeker Tools

Employer Tools

Browse

Stay Connected