... Client Advisory group. As a CAS Manager, you will lead our team of talented accounting professionals who assist clients with general bookkeeping and payroll services, including performing monthly ...
... Client Advisory group. As a CAS Manager, you will lead our team of talented accounting professionals who assist clients with general bookkeeping and payroll services, including performing monthly ...
Summary of Job Duties Condley and Company, LLP is hiring a Senior (2+ years experience) for its Client Advisory Services (CAS) department. CAS staff with Condley and Company receive hands-on training ...
Summary of Job Duties Condley and Company, LLP is hiring a Senior (2+ years experience) for its Client Advisory Services (CAS) department. CAS staff with Condley and Company receive hands-on training ...
Summary of Job Duties Condley and Company, LLP is hiring a Senior (2+ years experience) for its Client Advisory Services (CAS) department. CAS staff with Condley and Company receive hands-on training ...
Summary of Job Duties Condley and Company, LLP is hiring a Senior (2+ years experience) for its Client Advisory Services (CAS) department. CAS staff with Condley and Company receive hands-on training ...
Summary of Job Duties Condley and Company, LLP is hiring a Senior (2+ years experience) for its Client Advisory Services (CAS) department. CAS staff with Condley and Company receive hands-on training ...
Quick apply
Summary of Job Duties Condley and Company, LLP is hiring a Senior (2+ years experience) for its Client Advisory Services (CAS) department. CAS staff with Condley and Company receive hands-on training ...
... Client Advisory group. As a CAS Manager, you will lead our team of talented accounting professionals who assist clients with general bookkeeping and payroll services, including performing monthly ...
... Client Advisory group. As a CAS Manager, you will lead our team of talented accounting professionals who assist clients with general bookkeeping and payroll services, including performing monthly ...
Director of Client Accounting & Advisory Services (CAS) - Montana
Bozeman, MT · On-site
$90 - $120/hr
Director of Client Accounting & Advisory Services (CAS) - Montana We are open to having this position in any of our seven office locations in Montana! About JCCS JCCS Certified Public Accountants has ...
New
Director of Client Accounting & Advisory Services (CAS) - Montana
Bozeman, MT · On-site
$90 - $120/hr
Director of Client Accounting & Advisory Services (CAS) - Montana We are open to having this position in any of our seven office locations in Montana! About JCCS JCCS Certified Public Accountants has ...
New
Louis, Missouri that is looking to add a Client Advisory Services (CAS) Manager to their team in an onsite leadership role.What's the role?The CAS Manager is a senior leadership position responsible ...
Quick apply
Louis, Missouri that is looking to add a Client Advisory Services (CAS) Manager to their team in an onsite leadership role.What's the role?The CAS Manager is a senior leadership position responsible ...
Director of Client Accounting & Advisory Services (CAS) We are open to having this position in any of our seven office locations in Montana! If you're a forward-thinking leader who thrives on ...
Director of Client Accounting & Advisory Services (CAS) We are open to having this position in any of our seven office locations in Montana! If you're a forward-thinking leader who thrives on ...
Director of Client Accounting & Advisory Services (CAS) We are open to having this position in any of our seven office locations in Montana! If youre a forward-thinking leader who thrives on building ...
Quick apply
Director of Client Accounting & Advisory Services (CAS) We are open to having this position in any of our seven office locations in Montana! If youre a forward-thinking leader who thrives on building ...
Director of Client Accounting & Advisory Services (CAS) We are open to having this position in any of our seven office locations in Montana! If you're a forward-thinking leader who thrives on ...
Quick apply
Director of Client Accounting & Advisory Services (CAS) We are open to having this position in any of our seven office locations in Montana! If you're a forward-thinking leader who thrives on ...
Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...
Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...
Director of Client Accounting & Advisory Services (CAS) We are open to having this position in any of our seven office locations in Montana! If you're a forward-thinking leader who thrives on ...
Director of Client Accounting & Advisory Services (CAS) We are open to having this position in any of our seven office locations in Montana! If you're a forward-thinking leader who thrives on ...
Client Advisory Manager
Auburn, AL · On-site
Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...
Client Advisory Manager
Auburn, AL · On-site
Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...
Client Advisory Manager
Auburn, AL · On-site
Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...
Client Advisory Manager
Auburn, AL · On-site
Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...
Senior Manager, Client Accounting Services
Frisco, TX · On-site
$90 - $130/hr
The Accounting Services Senior Manager, also known as a Client Advisory Services (CAS) Senior Manager or Outsourced Controller, leads complex client accounting engagements while providing strategic ...
New
Senior Manager, Client Accounting Services
Frisco, TX · On-site
$90 - $130/hr
The Accounting Services Senior Manager, also known as a Client Advisory Services (CAS) Senior Manager or Outsourced Controller, leads complex client accounting engagements while providing strategic ...
New
Senior Manager, Client Accounting Services
Tulsa, OK · On-site
$100 - $130/hr
The Accounting Services Senior Manager, also known as a Client Advisory Services (CAS) Senior Manager or Outsourced Controller, leads complex client accounting engagements while providing strategic ...
New
Senior Manager, Client Accounting Services
Tulsa, OK · On-site
$100 - $130/hr
The Accounting Services Senior Manager, also known as a Client Advisory Services (CAS) Senior Manager or Outsourced Controller, leads complex client accounting engagements while providing strategic ...
New
Whether your background is in public accounting, outsourced accounting, or private industry, this role offers the opportunity to combine technical accounting, client advisory services, leadership ...
Whether your background is in public accounting, outsourced accounting, or private industry, this role offers the opportunity to combine technical accounting, client advisory services, leadership ...
Controller and Client Advisory Manager
Madison, WI · On-site +1
Whether your background is in public accounting, outsourced accounting, or private industry, this role offers the opportunity to combine technical accounting, client advisory services, leadership ...
Controller and Client Advisory Manager
Madison, WI · On-site +1
Whether your background is in public accounting, outsourced accounting, or private industry, this role offers the opportunity to combine technical accounting, client advisory services, leadership ...
Associate, Client Advisory
Manhattan, NY · On-site
$125K - $150K/yr
Associate, Client Advisory Jordan Park provides investment management and financial advice to a ... Have a bachelor's degree and 3-6 years of work experience ideally in financial services (e.g ...
Associate, Client Advisory
Manhattan, NY · On-site
$125K - $150K/yr
Associate, Client Advisory Jordan Park provides investment management and financial advice to a ... Have a bachelor's degree and 3-6 years of work experience ideally in financial services (e.g ...
Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...
Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...
Client Advisory Services information
See salary details
$10.10 - $12.89
3% of jobs
$12.89 - $15.69
12% of jobs
$16.90 is the 25th percentile. Wages below this are outliers.
$15.69 - $18.49
23% of jobs
The median wage is $19.83 / hr.
$18.49 - $21.28
24% of jobs
$23.58 is the 75th percentile. Wages above this are outliers.
$21.28 - $24.08
15% of jobs
$24.08 - $26.88
10% of jobs
$26.88 - $29.68
6% of jobs
$29.68 - $32.47
2% of jobs
$32.47 - $35.27
2% of jobs
$35.27 - $38.07
1% of jobs
$38.07 - $40.87
1% of jobs
$10
$22
$40
How much do client advisory services jobs pay per hour?
As of Aug 7, 2026, the average hourly pay for client advisory services in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.
What is the difference between Client Advisory Services vs Financial Advisor?
| Aspect | Client Advisory Services | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA, or CPA often preferred | CFP, CFA, or similar certifications common |
| Work Environment | Consulting firms, financial institutions, or independent | Banking, advisory firms, or independent practice |
| Employer & Industry | Financial services, consulting, or wealth management | Financial planning, investment management, wealth advisory |
| Search & Comparison Intent | Understanding advisory roles, client consulting | Personal financial planning, investment advice |
Client Advisory Services and Financial Advisors both work within the financial industry, often holding similar certifications and working in related environments. However, Client Advisory Services typically focus on providing strategic consulting to clients on a broad range of financial matters, while Financial Advisors primarily offer personalized investment and financial planning advice. The roles overlap but differ in scope and client engagement approach.
What are the key skills and qualifications needed to thrive in Client Advisory Services, and why are they important?
To excel in Client Advisory Services, professionals need strong analytical skills, financial acumen, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software, CRM systems, and certifications like CFP or CPA is often required. Exceptional communication, relationship-building, and problem-solving abilities help advisors earn client trust and deliver tailored solutions. These skills are critical for providing high-quality advice, maintaining client satisfaction, and driving business growth.
What are some typical challenges faced by professionals in Client Advisory Services, and how can they be managed?
Professionals in Client Advisory Services often encounter challenges such as balancing multiple client relationships, adapting to diverse client needs, and staying current with industry regulations. Effective time management and strong communication skills are essential to address these challenges. Additionally, leveraging collaborative tools and working closely with team members from other departments can help provide holistic solutions to clients. Continuous professional development and regular training also ensure advisors remain knowledgeable and adaptable in a dynamic environment.
What are Client Advisory Services?
Client Advisory Services refer to a range of professional services offered to clients, often by accounting, consulting, or financial firms, that go beyond traditional compliance work. These services include strategic business advice, financial planning, process improvement, technology integration, and business analytics. The goal is to help clients make informed decisions, solve complex problems, and achieve their business objectives through expert guidance. Client Advisory Services are typically tailored to each client's unique needs, making them highly valuable for business growth and efficiency.
More about Client Advisory Services jobs
What states have the most Client Advisory Services jobs? States with the most job openings for Client Advisory Services jobs include:
What job categories do people searching Client Advisory Services jobs look for? The top searched job categories for Client Advisory Services jobs are:
Full-time
Life, Retirement, PTO
Re-posted 29 days ago
Job description
S.R. Snodgrass, P.C. is seeking candidates to work with our Client Advisory group. As a CAS Manager, you will lead our team of talented accounting professionals who assist clients with general bookkeeping and payroll services, including performing monthly account reconciliations and preparing financial statements. We're looking for individuals with strong leadership skills and a commitment to quality and growth of our CAS practice.
Responsibilities
Qualifications
We offer a well-rounded package to eligible employees that focuses on our employees' wellbeing. We offer benefits related to your financial, physical, and mental health. Some of these benefits include competitive pay, half-day Fridays in the summer, paid vacation time and holidays, 401(k) plan with company matching, along with life insurance, short- and long-term disability insurance, and a financial wellness program at no cost to employees. We also offer social and philanthropic opportunities for employees.
Apply now to learn more about S.R. Snodgrass, P.C. and how we help you create and develop your career!
S.R. SNODGRASS DOES NOT DISCRIMINATE IN HIRING OR TERMS OR CONDITIONS OF EMPLOYMENT ON THE BASIS OF AGE, SEX, RACE, COLOR, CREED, ANCESTRY, RELIGION, PHYSICAL OR MENTAL DISABILITY, NATIONAL ORIGIN, CITIZENSHIP STATUS, VETERAN STATUS, MARITAL STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, PREGNANCY, OR ANY NON-JOB OR NON-BUSINESS RELATED FACTORS OR ANY OTHER BASIS UPON WHICH DISCRIMINATION IS PROHIBITED BY THE MUNICIPAL, STATE, OR OTHER FEDERAL LAW.
Responsibilities
- Manage and oversee all bookkeeping/payroll engagements serving as the primary client contact and ensuring client deliverables and expectations are consistently met
- Supervise, train, and mentor staff, reviewing workpapers and deliverables for both quality and compliance
- Produce monthly, quarterly, or annual financial statements using cash basis or accrual basis accounting
- Provide guidance and support for complex accounting matters
- Maintain and develop new and existing high-quality client relationships with a focus on excellent customer service
- Continually develop and grow the Client Accounting Services (CAS) practice
- Ability to work independently as well as within a team
- This position is based out of our Wheeling, WV office and requires regular in-office work. A hybrid schedule may be considered after training is successfully completed (typically after 90 days)
- Availability to travel to clients and network events when necessary
Qualifications
- Bachelor's degree in accounting (preferred), finance, economics, business, or related
- Minimum of 7+ years of related bookkeeping, accounting, and/or financial analysis experience
- 3+ years of experience in a client-facing leadership role, including managing a team and developing/growing the CAS business
- Knowledge and experience with payroll processing and related tax fillings
- Active CPA or CMA strongly preferred
- Proficient in Microsoft Suite and accounting software (i.e. QuickBooks, Accounting CS, Sage)
- Advanced knowledge of general ledger accounting and principles
- Strong attention to detail and ability to think critically
- Excellent verbal and written communication skills
- Highly organized with good time management skills
We offer a well-rounded package to eligible employees that focuses on our employees' wellbeing. We offer benefits related to your financial, physical, and mental health. Some of these benefits include competitive pay, half-day Fridays in the summer, paid vacation time and holidays, 401(k) plan with company matching, along with life insurance, short- and long-term disability insurance, and a financial wellness program at no cost to employees. We also offer social and philanthropic opportunities for employees.
Apply now to learn more about S.R. Snodgrass, P.C. and how we help you create and develop your career!
S.R. SNODGRASS DOES NOT DISCRIMINATE IN HIRING OR TERMS OR CONDITIONS OF EMPLOYMENT ON THE BASIS OF AGE, SEX, RACE, COLOR, CREED, ANCESTRY, RELIGION, PHYSICAL OR MENTAL DISABILITY, NATIONAL ORIGIN, CITIZENSHIP STATUS, VETERAN STATUS, MARITAL STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, PREGNANCY, OR ANY NON-JOB OR NON-BUSINESS RELATED FACTORS OR ANY OTHER BASIS UPON WHICH DISCRIMINATION IS PROHIBITED BY THE MUNICIPAL, STATE, OR OTHER FEDERAL LAW.
About S.R. Snodgrass, P.C.
Sourced by ZipRecruiter
Industry
Accounting services
Company size
51 - 200 Employees
Headquarters location
Cranberry Township, PA, US
Year founded
1946