Client Service Manager

Crete Professionals Alliance

Job Overview

Location

Tucson, AZ

Job Type

Full-time

Full Job Description

📋 Description

• Serve as the senior relationship lead for a curated portfolio of premier clients, delivering a concierge-level, white-glove experience
• Act as the trusted advisor and credible voice clients rely on, anticipating needs before they are explicitly stated
• Translate complex accounting, tax, and financial concepts into clear, confident, and accessible communication for business owners and high-net-worth individuals
• Proactively monitor client financial landscapes to identify opportunities, risks, and unspoken needs
• Coordinate seamlessly with internal accounting, tax, and advisory teams to ensure consistent, high-quality execution across all client deliverables
• Oversee the entire client onboarding journey, elevating the experience from day one through ongoing engagement
• Protect the client experience with urgency, discretion, and unwavering professionalism
• Partner with leadership to continuously refine, standardize, and elevate the firm’s service delivery model
• Maintain strict confidentiality and uphold the highest ethical standards in all client interactions
• Manage client expectations and resolve issues with precision, ensuring long-term trust and satisfaction
• Build deep, personalized relationships grounded in understanding each client’s business goals, industry context, and financial priorities
• Function as the primary point of contact for clients, ensuring responsiveness and reliability across all touchpoints
• Ensure alignment between client needs and internal team capabilities to drive seamless service outcomes
• Contribute to the development of client service protocols and best practices based on real-world client feedback and outcomes
• Operate within a hybrid work model, spending three days per week in the Tucson, AZ office and two days remotely
• Work a standard Monday–Friday schedule from 9:00 AM to 5:30 PM

🎯 Requirements

• 7+ years in client service or relationship management within a CPA or professional services firm
• Experience supporting sophisticated or high-net-worth clients
• CPA, MBA, or advanced credentials strongly preferred
• Strong executive presence and sound judgment in client communications
• Highly organized, detail-oriented, and proactive in anticipating client needs
• Commitment to confidentiality and ethical standards in professional services

🏖️ Benefits

• 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, learning, and development including access to Becker and LinkedIn Learning
• Competitive base salary based on experience, expertise, geographic location, and internal pay equity

Skills & Technologies

Hybrid

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Crete Professionals Alliance

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About Crete Professionals Alliance

Crete Professionals Alliance is a member-run organization that unites construction industry professionals, contractors, suppliers, and service providers across the concrete sector. It facilitates networking, training, and business development through events, certifications, and resource sharing. The alliance advocates for industry standards, safety, and sustainable practices while offering marketing support and project referrals to its members. Its mission is to strengthen professional relationships, advance technical knowledge, and promote best practices within the concrete and construction communities in the United States.

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