Client Service Manager

Client Service Leaders — This Is Not a Traditional Accounting Role.

At Cutler Advisors, we don’t just provide accounting and tax services. We deliver a white-glove client experience to business owners and high-net-worth individuals who expect more.

We’re hiring a Client Service Manager who sees client relationships as a craft — not a task list.

The Opportunity

This is a high-touch, client-facing leadership role for someone who thrives at the intersection of service, strategy, and trust.

You won’t be “managing accounts.” You’ll be:

• The trusted advisor

• The proactive problem-spotter

• The credible voice clients rely on

• The bridge between clients and our accounting, tax, and advisory teams

If you naturally anticipate needs before they’re spoken, this role was built for you.

What You’ll Do

• Serve as the senior relationship lead for a curated portfolio of premier clients

• Deliver a concierge-level, white-glove experience

• Translate complex accounting and tax concepts into clear, confident communication

• Anticipate needs by deeply understanding each client’s business and financial landscape

• Coordinate seamlessly with internal teams to ensure consistent, high-quality execution

• Oversee onboarding and elevate the client journey from day one

• Protect the client experience with urgency, discretion, and professionalism

• Partner with leadership to continuously refine and elevate service delivery

This role is about ownership, polish, and proactive service.

Who Thrives Here

You may be a strong fit if you:

• Have 5–7+ years in client service or relationship management within a CPA or professional services firm

• Have supported sophisticated or high-net-worth clients

• Communicate with executive presence and strong judgment

• Are highly organized, detail-oriented, and proactive

• Hold confidentiality and ethical standards in the highest regard

CPA, MBA, or advanced credentials strongly preferred.

Job Details

• Job Type: Full‑time

• Schedule: Monday – Friday, 9:00 AM – 5:30 PM

• Work Location: In person

• Location: Tucson, AZ

This position operates as part of a collaborative team environment, supporting clients with professionalism, discretion, and responsiveness.

Compensation & Benefits

Compensation Range: 85K – 150K annually commensurate with experience

This position offers a competitive salary commensurate with experience and qualifications. In addition to compensation, Cutler Advisors provides a comprehensive benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee‑only coverage for health and dental)

• Company‑Paid Life and Long‑Term Disability Insurance

• Ancillary benefits, including supplemental life insurance and short‑term disability options

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth and development, including access to Becker and LinkedIn Learning

Cutler Advisors is committed to fostering a supportive and inclusive workplace where every team member can thrive. We value professionalism, collaboration, and a client‑first mindset. Apply today to join a firm dedicated to delivering an exceptional concierge‑level experience to its clients.

"David Cutler Accountants + Advisors", an independent member of the Crete Professionals Alliance, is the brand name under which David S. Cutler, CPA, PC and David S. Cutler, CPA, PLLC (collectively referred to as “DSC CPA”) and Cutler Advisors LLC d/b/a David S. Cutler Advisors (“Advisors”) provide professional services. DSC CPA and Advisors practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. DSC CPA is a licensed independent CPA firm that provides attest services to its clients, and Advisors provides tax and business consulting services to their clients. Advisors and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the David Cutler Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the David Cutler Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by DSC CPA and Advisors.

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

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