Mid Level Client Services Advisor Jobs
Mid level client services advisor jobs go to professionals ready to own client relationships end to end, guide junior team members, and resolve escalations without constant oversight. Openings run across Technology & Software, Banking & Financial Services, and Consulting & Professional Services, with a mix of on-site, remote, and hybrid settings, and employers like JPMorganChase, Kestra Financial, and Gallagher hiring at this level now.
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Showing 5 of 223+ Mid Level Client Services Advisor jobs
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description
We’re looking for an Accounting Manager to join our outsourced client accounting practice. In this role, you will work in a cloud-based environment and serve clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast-growing team, where we offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance!
The Accounting Manager will be the primary client liaison and review the work performed for outsourced real estate accounting services.
- Manage the timely delivery, completeness and quality assurance of the monthly financial statement closing and reporting process to ownership and joint venture partners. Duties related to monthly reporting include, but are not limited to:
- Oversee the maintenance, review, analysis and reconciliation of balance sheet and income statement general ledger accounts for assigned properties
- Review end of month journal entries for all material financial statement line items
- Reviews workpapers for property-level and joint-venture financial statements prepared by property accountants
- Review accrual worksheet in conjunction with the property management team for inclusion in the general ledger
- Collaborate with property management to prepare monthly variance analysis
- Review fixed asset schedule accounting for additions and dispositions, calculate and record depreciation and prepare roll forward schedules
- Review expense reimbursements via intercompany payable or internal transfer
- Review management fee calculation
- Review roll-forward equity schedules for ownership
- Review debt compliance reports for ownership
- Review periodic distribution calculations
- Review journal entries related to significant transactions such as acquisitions, dispositions, and financings
- Support the annual financial statement audit and preparation of tax returns
- Collaborate with third party accounting firms to provide external audit and income tax support
- Review annual budgets for assigned properties
- Review real estate and common area maintenance “true-ups” on an annual basis
- Review setup of all new leases and renewals in property management software
- Lead and plan client engagements. Provide recommendations for reporting and budgeting process improvements relative to the client’s operations, processes, and business objectives.
- Ensure seamless interaction and outstanding communication with property management team
- Act as liaison to address and resolve client issues and assist team leaders in researching and providing additional services to client.
- Evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues.
- Assist in ad-hoc projects and activities to foster growth and best practices of the business unit
Qualifications
- Bachelor’s Degree in Accounting; CPA or MSA/MBA preferred
- Five (5) + years commercial real estate accounting experience. Exposure to property-level and ownership accounting is required
- Knowledge of GAAP and tax accounting
- Proficient with MS Office software
- Deep experience in MRI or Yardi is required.
- Critical thinking ability and a track record of solving problems and driving projects to completion
- Ability to communicate succinctly and anticipate and resolve issues/problems on a proactive basis
Compensation
The pay range for this position is $74,400 to $123,000. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description
We’re looking for an Accounting Manager to join our outsourced client accounting practice. In this role, you will work in a cloud-based environment and serve clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast-growing team, where we offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance!
The Accounting Manager will be the primary client liaison and review the work performed for outsourced real estate accounting services.
- Manage the timely delivery, completeness and quality assurance of the monthly financial statement closing and reporting process to ownership and joint venture partners. Duties related to monthly reporting include, but are not limited to:
- Oversee the maintenance, review, analysis and reconciliation of balance sheet and income statement general ledger accounts for assigned properties
- Review end of month journal entries for all material financial statement line items
- Reviews workpapers for property-level and joint-venture financial statements prepared by property accountants
- Review accrual worksheet in conjunction with the property management team for inclusion in the general ledger
- Collaborate with property management to prepare monthly variance analysis
- Review fixed asset schedule accounting for additions and dispositions, calculate and record depreciation and prepare roll forward schedules
- Review expense reimbursements via intercompany payable or internal transfer
- Review management fee calculation
- Review roll-forward equity schedules for ownership
- Review debt compliance reports for ownership
- Review periodic distribution calculations
- Review journal entries related to significant transactions such as acquisitions, dispositions, and financings
- Support the annual financial statement audit and preparation of tax returns
- Collaborate with third party accounting firms to provide external audit and income tax support
- Review annual budgets for assigned properties
- Review real estate and common area maintenance “true-ups” on an annual basis
- Review setup of all new leases and renewals in property management software
- Lead and plan client engagements. Provide recommendations for reporting and budgeting process improvements relative to the client’s operations, processes, and business objectives.
- Ensure seamless interaction and outstanding communication with property management team
- Act as liaison to address and resolve client issues and assist team leaders in researching and providing additional services to client.
- Evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues.
- Assist in ad-hoc projects and activities to foster growth and best practices of the business unit
Qualifications
- Bachelor’s Degree in Accounting; CPA or MSA/MBA preferred
- Five (5) + years commercial real estate accounting experience. Exposure to property-level and ownership accounting is required
- Knowledge of GAAP and tax accounting
- Proficient with MS Office software
- Deep experience in MRI or Yardi is required.
- Critical thinking ability and a track record of solving problems and driving projects to completion
- Ability to communicate succinctly and anticipate and resolve issues/problems on a proactive basis
Compensation
The pay range for this position is $74,400 to $123,000. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.
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Find JobsMid Level Client Services Advisor Job Market
Who's Hiring
- JPMorganChase20
- Kestra Financial17
- Gallagher11
- TikTok6
- BDO5
Top Industries Hiring
- Technology & Software63
- Banking & Financial Services26
- Consulting & Professional Services22
- Investment & Asset Management20
- Insurance14
Mid Level Client Services Advisor Jobs: Frequently Asked Questions
How do I get a mid level client services advisor job?
Position your experience around ownership, not just task completion. Highlight accounts or projects you managed independently, metrics that show client retention or satisfaction improvements, and situations where you resolved complex issues without escalating. Tailor your resume to show that you can run a client relationship from onboarding through renewal, and prepare examples of how you balance competing client priorities.
Which companies hire mid level client services advisors?
Companies hiring mid level client services advisors right now include JPMorganChase, Kestra Financial, and Gallagher, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from organizations large enough to have dedicated client services teams, including financial services firms, software companies, healthcare organizations, and outsourcing providers that need experienced advisors to manage key accounts independently.
Are there remote mid level client services advisor jobs?
Yes, though availability varies by industry and employer. About 37% of mid level client services advisor openings are remote or hybrid as of November 2026, reflecting strong demand for experienced advisors who can manage client relationships without an in-person presence. Roles in technology, insurance, and financial services tend to offer the most flexibility at this level.
How do I move up to a mid level client services advisor role?
Moving from entry level to mid level takes a deliberate build of ownership and results. Focus on expanding from task execution to managing full client relationships, volunteering for accounts that require problem-solving, and documenting measurable outcomes like retention rates or satisfaction scores. Consistently demonstrating that you can handle complexity without supervision is what signals readiness for a mid level title.
Which industries hire the most mid level client services advisors?
Mid Level client services advisor roles concentrate in Technology & Software, Banking & Financial Services, and Consulting & Professional Services, based on current listings on Migrate Mate as of November 2026. These sectors rely heavily on experienced advisors to maintain long-term client relationships, manage renewals, and serve as the primary point of contact for accounts that require consistent, knowledgeable service over time.