Client Advisory Manager; CPA

Fin Advantage is seeking Certified Public Accountants (CPAs) to strengthen client support in key markets (Chicago/Wisconsin, Dallas, New Jersey, and the San Francisco Bay Area). These roles are hands-on and client-facing, combining technical expertise with business advisory. CPAs will serve as trusted partners to our clients while driving growth in existing accounts and incubating new markets.

• Deliver high-quality client advisory, accounting, and tax services across CAS, advisory, and tax domains.
• Act as the primary point of contact for client engagements, ensuring timely and accurate deliverables.
• Build trusted relationships with client stakeholders by understanding their needs and offering tailored solutions.

• Drive upsell and cross-sell opportunities within the existing client portfolio (50–60% of focus).
• Support new business development efforts (15–20% of focus), including networking, referrals, and proposal support.
• Contribute to Fin Advantage’s presence in local markets by establishing credibility and visibility with clients.

• Partner with Fin Advantage’s offshore delivery teams to ensure efficient, high-quality service execution.
• Share insights on client trends and service gaps, helping evolve Fin Advantage’s service offerings.
• Uphold strong quality assurance and compliance standards.

• Active CPA license required.
• 5–6 years of progressive experience in accounting, CAS, advisory, or tax services.
• Background in a Big 4, Top 10, or larger mid-size CPA firm strongly preferred.
• Proven ability to manage client relationships and deliver results in fast-paced environments.
• Hands-on approach with a strong client service orientation.
• Business development mindset with the ability to identify and convert client opportunities.

We are a technology-powered boutique accounting, tax and consulting firm. We are a 13-year-old organization formed by ex-KPMG leaders. With more than 225 strong teams, we are rapidly expanding in the North American markets. We have served more than 200 clients across different industry verticals.

With having Our differentiation lies in our multi-faceted team of highly qualified professionals who possess experience of providing consulting services to startups, SMEs, large Corporates and MNCs. Fin Advantage teams is spread across, Charlotte, Connecticut, San Antonio, Chicago in the USA with its delivery centers across key Indian cities Bangalore, Hyderabad, Gurgaon, and Chicago.

• Opportunity to play a pivotal role in building Fin Advantage’s client-facing presence in key U.S. markets.
• A growth-focused environment with significant investment in client partnerships and advisory services.
• Career development in a dynamic firm that combines the agility of a boutique with the reach of a global delivery model.
• A collaborative, energetic, and supportive culture that values initiative and innovation.

We are committed to continuous growth and are focused on elevating our trajectory every day. We look forward to receiving your application! Looking forward to hearing from you.