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Senior Client Advisor Jobs in Springfield, MO (NOW HIRING)

Solid Rock Recruiting LLC

Senior Tax Advisor

Springfield, MO · On-site +1

$100K - $150K/yr

Senior Tax Advisor - Dental Practice Specialty Location: Fully Remote Compensation: $110,000+ base ... This is a true advisory role for someone who enjoys both the technical side of tax and the client ...

Forvis Mazars

Manager, Assurance - 2236981

Springfield, MO · On-site

$101K - $122K/yr

Engage proactively with senior client stakeholders to identify audit risks, offer insights, and ... advisor and strategic partner in client success * Support client growth and retention through ...

Forvis-Mazars

Manager, Tax

Springfield, MO · On-site

$90 - $150/hr

Engage proactively with senior client stakeholders to identify tax issues, offer insights, and ... advisor and strategic partner in client success * Support client growth and retention through ...

Forvis Mazars

Manager, Tax - 2236908

Springfield, MO · On-site

$101K - $132K/yr

Engage proactively with senior client stakeholders to identify tax issues, offer insights, and ... advisor and strategic partner in client success * Support client growth and retention through ...

Simmons Bank

Senior Relationship Banker

Crane, MO · On-site

The Sr RB will also serve as a liaison for operational items with strong delegation skills ... advisors * Maintain a high level of client satisfaction by engaging our customers and ensuring we ...

Simmons Bank

Senior Relationship Banker

Crane, MO

The Sr RB will also serve as a liaison for operational items with strong delegation skills ... advisors * Maintain a high level of client satisfaction by engaging our customers and ensuring we ...

Current

Senior Tax Accountant

Springfield, MO · Remote

$80K - $90K/yr

This role strengthens client relationships, ensures high-quality deliverables, and contributes to ... advising clients on financial matters. * Ensure all tax filings are completed accurately and ...

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Senior Client Advisor information

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.
What are popular job titles related to Senior Client Advisor jobs in Springfield, MO? For Senior Client Advisor jobs in Springfield, MO, the most frequently searched job titles are:
What job categories do people searching Senior Client Advisor jobs in Springfield, MO look for? The top searched job categories for Senior Client Advisor jobs in Springfield, MO are:
What cities near Springfield, MO are hiring for Senior Client Advisor jobs? Cities near Springfield, MO with the most Senior Client Advisor job openings:
Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Springfield, MO as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 18% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution.

Senior Tax Advisor

Solid Rock Recruiting LLC

Springfield, MO • On-site, Remote

$100K - $150K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 12 days ago

Job description

Senior Tax Advisor - Dental Practice Specialty

Location: Fully Remote
Compensation: $110,000+ base salary plus performance-based bonus
Job Type: Full-time

About the Opportunity

A growing boutique CPA firm focused on helping dental practice owners make smarter financial decisions, reduce tax exposure, and build long-term wealth. Our clients include dentists, orthodontists, oral surgeons, and other high-net-worth business owners who need more than annual compliance work - they need a proactive advisor who understands their business.

This is a true advisory role for someone who enjoys both the technical side of tax and the client-facing side of helping business owners understand and act on strategy.

The Role

As a Senior Tax Advisor, you will serve as the primary tax advisor for a portfolio of dental practice and high-net-worth clients. You will lead proactive planning conversations, develop and present strategies, build projections, and coordinate internally to ensure recommendations are implemented effectively.

This role is not centered around simply managing tax return production. The preparation team handles much of the compliance work so you can focus on strategy, relationships, planning opportunities, and delivering a high-level client experience.

What You’ll Do

  • Serve as the trusted tax advisor for a portfolio of dental practice and business-owner clients.

  • Lead quarterly check-ins, mid-year planning discussions, and year-end tax strategy meetings.

  • Build and present multi-year tax projections, scenario models, and tax-saving strategies.

  • Review individual and business tax returns, projections, and related planning opportunities.

  • Research and implement advanced tax strategies involving entity structure, owner compensation, retirement planning, equipment purchases, real estate, multi-state matters, and business transitions.

  • Coordinate with internal preparers and bookkeepers, along with outside attorneys, financial advisors, and bankers when needed.

  • Stay current on tax law changes and proactively communicate relevant planning opportunities.

  • Mentor tax staff and review analytical work completed by team members.

  • Maintain strong client relationships through responsiveness, clear communication, and reliable follow-through.

What We’re Looking For

  • CPA required; EA with a Master of Taxation may also be considered.

  • 5+ years of public accounting tax experience.

  • Strong background in individual, business, and high-net-worth tax planning.

  • Experience working with dental, medical, professional service, or closely held business clients is highly preferred.

  • Comfortable leading client conversations and explaining complex tax concepts in a practical way.

  • Strong technical tax research skills and the ability to identify planning opportunities.

  • Organized, deadline-driven, and able to manage multiple client priorities.

  • Strong written and verbal communication skills.

  • Interest in growing as a tax advisor, mentor, and future leader within the firm.

Why This Opportunity Stands Out

  • Real advisory work rather than being buried in compliance production.

  • Direct ownership of client relationships and planning conversations.

  • Flexible remote or hybrid work environment.

  • Busy season hours designed to stay around 50 hours per week.

  • Base salary of $110,000-$130,000+ plus bonus potential.

  • Health, dental, life insurance, 401(k), and paid time off.

  • CPE, licensing fees, advanced tax strategy training, and continuing education support.

  • Clear opportunity to grow into a Director, Practice Leader, or long-term ownership role.

This is an excellent opportunity for a tax professional who wants to build deeper client relationships, become a more strategic advisor, and grow beyond the traditional public accounting track.


Confidential inquiries encouraged.
If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.

joey@solidrockrecruiting.com
(605) 601-4597