Senior Business Advisory Manager

Platform Accounting

$90K — $130K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5 - 15 years of experience in public accounting, preferably across various industries.
  • Strong technical expertise with a focus on accuracy and knowledge of diverse client needs.
  • Excellent communication and analytical skills, with a strong attention to detail.
  • Proficiency in accounting software and an ability to quickly adapt to new technologies.
  • Outstanding customer service and interpersonal abilities.
  • Strong problem-solving skills and experience managing projects.
  • Bachelor's degree required; Master's degree and CPA are preferred.

Responsibilities

  • Develop and manage strong client relationships focused on retention and satisfaction.
  • Provide comprehensive advisory services regarding finances, taxes, and best business practices.
  • Create and implement strategic growth and operational plans for the advisory function.
  • Lead, coach, and motivate team members to achieve their goals and enhance their careers.
  • Present a positive image of the organization to clients and the community.
  • Analyze and refine business practices for improved firm performance and operational excellence.
  • Oversee high-level accounting and business advisory services, including financial reporting and KPI tracking.
  • Deliver strategic consulting around budgeting, cash flow, internal controls, and tax strategy.
  • Collaborate with clients on developing long-term financial strategies and business growth initiatives.
  • Set team priorities, manage workloads, and ensure adherence to deadlines and quality standards.
  • Cultivate a high-performance culture with an emphasis on accountability and continuous improvement.

Benefits

  • Significant advancement opportunities in a rapidly expanding professional services firm.
  • Access to ongoing training and development programs.
  • Comprehensive medical benefits and a 401(k) plan.
  • Support for continuing education sponsored by the firm.
Full Job Description
Job Type

Full-time

Description

The Senior Business Advisory Manager is a key part of our team. In addition to the

traditional roll-up-your-sleeves preparation and review, the role requires a strong sense of

entrepreneurship, strategy, and management. We rely heavily on our leadership team to develop

and execute the vision in each of their respective offices, and in return provide tremendous career

growth opportunity.

This role is responsible for overseeing and scaling the firm's business advisory function, including accounting and strategic consulting services. This role combines deep technical expertise with high-level leadership, driving client outcomes, team performance, and operational excellence. You will develop the advisory team, partner with other firm leaders to execute strategic initiatives, and ensure delivery of high-quality financial guidance, financial planning, and business consulting services. This role is both client-facing and operational, requiring strong business acumen, leadership, and the ability to drive growth and innovation across the advisory practice.

** This position is for our office located in Greenville, SC **

What you will do:
  • Develop and manage relationships with clients, focusing on client experience and retention.
  • Provide advisory services to clients related to finances, taxes, and business practices.
  • Develop and execute the retention and growth plans, operations strategies, business development and help the organization achieve its objectives and goals.
  • Develop, coach and motivate employees, manage their time, commitments, and goals.
  • Projects a positive image of the organization to clients, employees, industry, and community.
  • Review, analyze, and implement business practices that will improve firm performance.
  • Oversee and provide high-level accounting and business advisory services, including bookkeeping, sales tax, KPI tracking and financial reporting.
  • Deliver strategic business consulting, including budgeting, cash flow analysis, internal controls, and tax planning.
  • Partner with clients on long-term financial strategies and business growth initiatives
  • Establish team priorities, manage workload distribution, and ensure deadlines and quality standards are met.
  • Coach, mentor, and develop employees, including performance management and career development planning.
  • Foster a high-performance culture focused on accountability, continuous improvement, and technical excellence.
  • Regular and reliable attendance during core work hours is essential for business operations.


What we look for:
  • 5 - 15 years professional public accounting experience, preferably across multiple client and industry types.
  • Superior accuracy and technical expertise, knowledge of client industries.
  • Excellent communication, attention to detail, strong analytical skills
  • Expert use of accounting software & systems, and ability to learn new systems quickly.
  • Excellent customer service and interpersonal skills
  • Proactive problem solving and project management.
  • Bachelor's degree required, Master's degree preferred.
  • CPA preferred.


What we offer:
  • Tremendous opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Very competitive compensation
  • 401(k) and medical benefits
  • Firm sponsored continuing education.

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