← All roles

Client Advisor, Dental Segment

Aprio· Client Accounting Services – Professional Services CAS
Apply on company site
Hybrid (Multiple)$110.9k - $172.2kFull-timePosted 2mo ago

About the role

Join Aprio's Healthcare Services Outsourcing team as a Client Advisor (Manager) to manage a portfolio of 60–75 dental clients, delivering proactive advisory services that integrate financial, tax, and strategic insights to drive client growth and performance.

Responsibilities

  • Serve as the primary point of contact and trusted advisor for assigned clients
  • Build deep knowledge of each client’s: Business structure and operations; Financial performance and key drivers; Tax considerations and implications on decision-making; Short- and long-term goals
  • Establish strong relationships through consistent communication, trust, and accountability
  • Translate financial and operational data into clear, relevant, and actionable insights
  • Provide proactive recommendations related to growth, profitability, and operational efficiency
  • Incorporate tax awareness into client conversations, helping clients understand: How tax strategy impacts cash flow and profitability; Timing of decisions and financial outcomes; When to engage tax specialists for more complex needs
  • Identify risks, opportunities, and trends, and bring them forward at the right time
  • Lead client conversations with confidence, including navigating difficult or sensitive discussions
  • Deliver timely, thoughtful, and high-quality responses to client inquiries
  • Anticipate client needs and proactively engage ahead of key decisions or milestones
  • Coordinate across accounting, tax, and other internal teams to ensure seamless delivery
  • Maintain accountability for the overall client experience and outcomes, regardless of who performs the work
  • Effectively manage a portfolio of 60–75 clients with competing priorities
  • Demonstrate strong self-management, organization, and follow-through
  • Ensure consistent communication cadence and no breakdowns in responsiveness
  • Balance strategic advisory work with day-to-day client needs
  • Operate with a high degree of ownership and independence
  • Develop and apply knowledge of the dental industry, including: Practice operations and performance drivers; Growth strategies (e.g., scheduling, staffing, production optimization); Common financial and operational benchmarks; Use industry insights to provide more tailored and differentiated guidance

Qualifications

  • 5–8+ years of experience in client-facing accounting, advisory, or consulting roles
  • Demonstrated experience managing a client portfolio or book of business
  • Strong understanding of financial statements and business performance drivers
  • Familiarity with tax concepts and their impact on business decisions (does not require deep technical tax expertise)
  • Proven ability to build relationships and influence client decision-making
  • Experience managing multiple priorities in a fast-paced environment
  • Proficiency in QuickBooks Online and financial reporting tools preferred

Skills

Required:Client relationship managementAdvisory & strategic guidanceFinancial analysis
Nice to have:Tax awarenessQuickBooks Online

Benefits

  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options
  • Working with an industry leader
  • An awesome culture with the Aprio Way
  • A great team
  • Entrepreneurship and growth opportunities
  • Competitive compensation and benefits
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Aprio

Grow with Aprio

Aprio is the business advisory, tax, and accounting firm for innovators, business leaders, and entrepreneurs. Get the guidance, technology, and resources you need to compete, scale, and meet what's next with confidence.

Business AdvisoryTaxAccountingEntrepreneursInnovation
Company profileWebsite

More open roles at Aprio