Cretepa

Cretepa

Client Service Manager

Tucson, AZ

Sponsorship not specifiedDetected 39 days ago
AccountingLeadershipCommunicationCollaborationOrganizational Skills

About the role

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

Responsibilities

  • Serve as the senior relationship lead for a curated portfolio of premier clients
  • Deliver a concierge-level, white-glove experience
  • Partner with leadership to continuously refine and elevate service delivery
  • Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world.
  • Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession.
  • Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

Requirements

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

Nice to have

  • Have 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.

Compensation

  • The total rewards package at Current includes base salary and benefits.
  • Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry.
  • New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.
  • Classic Safe Harbor 401(k) Plan with employer contributions

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 such as supplemental life insurance and short-term disability options
  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
  • more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.
  • We provide a robust benefits package, including:

Company info

  • At Current, everything starts with people.
  • We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike.
  • That's why we've built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.
  • Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States.
  • We're building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work.
  • Whether you join Current, one of our partner firms, or our global team, you'll be part of a community shaping the future of the profession.
  • 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.
  • This position operates as part of a collaborative team environment, supporting clients with professionalism, discretion, and responsiveness.

Equal opportunity

  • We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.
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