Client Advisor, Dental Segment
AprioAtlanta, GA
Full Time
Posted August 24, 2026
$111k - $172k
Power Generation
Remote
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Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
- Serve as the primary point of contact and trusted advisor for assigned clients
- Build deep knowledge of each client’s:
- Business structure and operations
- Financial performance and key drivers
- Tax considerations and implications on decision-making
- Short- and long-term goals
- Establish strong relationships through consistent communication, trust, and accountability
- Translate financial and operational data into clear, relevant, and actionable insights
- Provide proactive recommendations related to growth, profitability, and operational efficiency
- Incorporate tax awareness into client conversations, helping clients understand:
- How tax strategy impacts cash flow and profitability
- Timing of decisions and financial outcomes
- When to engage tax specialists for more complex needs
- Identify risks, opportunities, and trends, and bring them forward at the right time
- Lead client conversations with confidence, including navigating difficult or sensitive discussions
- Deliver timely, thoughtful, and high-quality responses to client inquiries
- Anticipate client needs and proactively engage ahead of key decisions or milestones
- Coordinate across accounting, tax, and other internal teams to ensure seamless delivery
- Maintain accountability for the overall client experience and outcomes, regardless of who performs the work
- Effectively manage a portfolio of 60–75 clients with competing priorities
- Demonstrate strong self-management, organization, and follow-through
- Ensure consistent communication cadence and no breakdowns in responsiveness
- Balance strategic advisory work with day-to-day client needs
- Operate with a high degree of ownership and independence
- Develop and apply knowledge of the dental industry, including:
- Practice operations and performance drivers
- Growth strategies (e.g., scheduling, staffing, production optimization)
- Common financial and operational benchmarks
- Use industry insights to provide more tailored and differentiated guidance
Requirements
- 5–8+ years of experience in client-facing accounting, advisory, or consulting roles
- Demonstrated experience managing a client portfolio or book of business
- Strong understanding of financial statements and business performance drivers
- Familiarity with tax concepts and their impact on business decisions (does not require deep technical tax expertise)
- Proven ability to build relationships and influence client decision-making
- Experience managing multiple priorities in a fast-paced environment
- Proficiency in QuickBooks Online and financial reporting tools preferred
- Client-first mindset – delivers a high-touch, relationship-driven experience
- Proactive advisor – anticipates needs and brings insights forward
- Strong communicator – clear, confident, and able to simplify complex topics
- Relationship builder – likable, trustworthy, and able to build rapport quickly
- Accountability & follow-through – highly responsive with strong execution discipline
- Organizational excellence – effectively manages a high-volume portfolio
- Courage & candor – comfortable having honest, sometimes difficult conversations
- Self-management – operates independently while collaborating effectively
- Clients feel known, supported, and confident in their advisor
- The Advisor consistently delivers proactive insights, not just reactive responses
- Portfolio is managed with strong responsiveness, organization, and follow-up
- Client conversations reflect both financial and tax awareness
- Strong collaboration across teams results in seamless, high-quality service delivery
Ready to Apply?
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