Manager, Client Services

Summary

Join Aprio's Managed Services, Outsourcing team as a Manager, RFH Client Services and help clients maximize their opportunities. This role involves driving partner goals, acting as a thought leader to ensure quality and productivity, identifying new services, and preparing client presentations. You will also participate in firm success through team development and new initiatives. The ideal candidate will have 5-10 years of experience, a college degree in a relevant field, prior financial statement review and financial planning experience, and strong leadership skills. Aprio offers a competitive compensation package, including medical, dental, and vision insurance, 401k with profit sharing, paid time off, parental leave, tuition assistance, and various incentive programs. The firm fosters a collaborative culture with opportunities for growth and development.

Requirements

• 5-10 years of experience with a college degree (accounting, business, economics, finance, etc.)
• Prior Financial statement review experience
• Financial planning experience
• Strong leadership skills

Responsibilities

• Participate in firm success either by: team member development, new firm initiatives and firm growth, etc
• Drive partner goals and supports the partner book of business
• Thought leader who challenges the norm to ensure quality of work, productivity, staff development, client satisfaction
• Identifies and develops new services
• Prepare presentations for clients, building network for revenue growth, and define area of expertise
• Have an area of expertise, understand career objectives and place in the firm and be an  overall cheerleader of all initiatives

Preferred Qualifications

• Team and task management experience
• Ability to bring in new business

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options