alliant

Finance / FinServ

AuditServicesManager

houston, texas, united states FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Audit Services Manager at alliant. Skills: Client Relationship Management, Revenue Growth, Audit Services Oversight, Business Development. Serve as the primary relationship manager for a portfolio of CPA firm partners. Build deep, trusted relationships with firm leadership and key stakeholders”

What You'll Achieve.

revenue growth; meet growth targets; high client satisfaction and retention

Industry & Context.

Finance / FinServ

What They're Looking For.

Must Have

Bachelor’s degree in business administration, accounting, finance, or related field, 7+ years of recent experience in Public Accounting (audit focus), or Audit Advisory / Consulting, Experience working with or within CPA firms, Proven experience managing client relationships and growing accounts, Exposure to outsourced and managed services models, Superior operational discipline with ability to drive execution, Experience collaborating with offshore teams and delivering results in a fast-paced environment, understanding of audit processes, compliance, and financial reporting, Strategic thinker with a growth / commercial mindset with revenue orientation, along with demonstrated ability to drive revenue and meet growth targets, Exceptional written and verbal communications skills, including the ability to simplify and synthesize complex concepts and information into clear, concise communications and reports, Advanced proficiency in Microsoft Office Suite, High sense of urgency with the ability to meet deadlines and changing priorities, Receptiveness to performance feedback within a team environment

Nice to Have

CPA license, Familiarity with data analytics, automation, or AI in audit

What You'll Do.

Serve as the primary relationship manager for a portfolio of CPA firm partners

trusted relationships with firm leadership and key stakeholders

Act as a strategic advisor on audit

and related service opportunities

Ensure exceptional client experience and retention

Identify and drive cross-sell and upsell opportunities within existing CPA firm relationships

Develop and execute account growth strategies

Own revenue targets and performance metrics for assigned accounts

Partner with internal teams to bring new service offerings to market

Oversee the delivery of audit-related services

Collaborate with internal delivery teams (U. S. and India) to ensure seamless execution

Translate client needs into clear business requirements and deliverables

Support new CPA firm onboarding and relationship expansion to increase wallet share

Participate in presentations

Responsible for high client satisfaction and retention

Represent alliant at industry events and conferences

Drive alignment between client expectations and internal execution

How You'll Work.

Team & Collaboration

Collaborate with internal delivery teams (U. S. and India) to ensure seamless execution; Work closely with: Delivery teams (U. S. and India), Product and Technology teams, Sales and marketing; Drive alignment between client expectations and internal execution

Communication Scope

Exceptional written and verbal communications skills; ability to simplify and synthesize complex concepts and information into clear, concise communications and reports

Full Job Description

As the **Audit Services Manager,** you will provide high-impact leadership and grow relationships with CPA firms across the United States. This role sits at the intersection of client delivery, relationship management, and revenue growth, and is critical to scaling our audit and advisory capabilities. This is a highly visible role with direct impact on growth and strategy in a collaborative, fast-paced, and entrepreneurial environment. Additionally, you will be responsible for managing strategic CPA firm partnerships, expanding existing accounts, and driving new revenue opportunities through our audit-related service offerings. As a premier consulting and technology firm, alliant is focused on providing solutions to help businesses transform and thrive, while serving as their ongoing growth partner. alliant offers several distinctive service lines to serve our clients. **Responsibilities:** **Client Relationship Management:** * Serve as the primary relationship manager for a portfolio of CPA firm partners * Build deep, trusted relationships with firm leadership and key stakeholders * Act as a strategic advisor on audit, compliance, and related service opportunities * Ensure exceptional client experience and retention * Department and Office Coordination **Revenue Growth & Account Expansion: ** * Identify and drive cross-sell and upsell opportunities within existing CPA firm relationships * Develop and execute account growth strategies * Own revenue targets and performance metrics for assigned accounts * Partner with internal teams to bring new service offerings to market **Audit Services Oversight:** * Oversee the delivery of audit-related services, ensuring quality, consistency, and timeliness * Collaborate with internal delivery teams (U.S. and India) to ensure seamless execution * Translate client needs into clear business requirements and deliverables **Business Development:** * Support new CPA firm onboarding and relationship expansion to increase wallet share

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