Senior Level Client Services Engineer Jobs
Senior level client services engineer jobs put experienced professionals in charge of client relationships, technical solution delivery, and the teams or projects that make them work. Hiring covers remote, hybrid, and on-site roles across Consulting & Professional Services, Technology & Software, and Accounting & Auditing, with employers like Ardurra, Veeva Systems, and Brown and Caldwell hiring at this level now.
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Showing 5 of 28+ Senior Level Client Services Engineer 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
RESPONSIBILITIES:
- Act as the primary relationship manager for multi-generational families, overseeing financial reporting, budgeting, investment coordination, and wealth administration.
- Lead a team responsible for accounting, bill pay, cash flow management, and consolidated reporting across entities, trusts, and investments.
- Partner with external advisors, including investment managers, estate attorneys, insurance specialists, and philanthropic consultants, to deliver cohesive solutions.
- Develop and maintain family governance frameworks, including meeting facilitation, education of next-generation family members, and succession planning.
- Oversee and review the preparation of financial statements, management reports, and consolidated net worth statements.
- Provide strategic insights on asset allocation, liquidity, and long-term financial planning.
- Coordinate with the firm’s tax and advisory teams to ensure integrated client service delivery.
- Identify process improvements and implement technology solutions to enhance reporting and operational efficiency.
- Mentor, develop, and supervise team members to ensure consistent delivery and professional growth.
- Support business development initiatives and contribute to the continued growth of the Family Office practice.
Minimum Qualifications:
- 4-year degree
- Eight (8) years of experience
Preferred Qualifications:
- Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
- CPA preferred.
The pay ranges for this position are listed below. 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.
In New York, NY: pay rate range is $87,900 to $212,300
In Uniondale, NY: pay rate range is $84,400 to $203,800
In Iselin, NJ: pay rate range is $80,900 to $195,400
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
RESPONSIBILITIES:
- Act as the primary relationship manager for multi-generational families, overseeing financial reporting, budgeting, investment coordination, and wealth administration.
- Lead a team responsible for accounting, bill pay, cash flow management, and consolidated reporting across entities, trusts, and investments.
- Partner with external advisors, including investment managers, estate attorneys, insurance specialists, and philanthropic consultants, to deliver cohesive solutions.
- Develop and maintain family governance frameworks, including meeting facilitation, education of next-generation family members, and succession planning.
- Oversee and review the preparation of financial statements, management reports, and consolidated net worth statements.
- Provide strategic insights on asset allocation, liquidity, and long-term financial planning.
- Coordinate with the firm’s tax and advisory teams to ensure integrated client service delivery.
- Identify process improvements and implement technology solutions to enhance reporting and operational efficiency.
- Mentor, develop, and supervise team members to ensure consistent delivery and professional growth.
- Support business development initiatives and contribute to the continued growth of the Family Office practice.
Minimum Qualifications:
- 4-year degree
- Eight (8) years of experience
Preferred Qualifications:
- Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
- CPA preferred.
The pay ranges for this position are listed below. 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.
In New York, NY: pay rate range is $87,900 to $212,300
In Uniondale, NY: pay rate range is $84,400 to $203,800
In Iselin, NJ: pay rate range is $80,900 to $195,400
See All 28 Senior Level Client Services Engineer Jobs
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Find JobsSenior Level Client Services Engineer Job Market
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Top Industries Hiring
- Consulting & Professional Services10
- Technology & Software9
- Accounting & Auditing5
- Marketing & Advertising2
- Education1
Senior Level Client Services Engineer Jobs: Frequently Asked Questions
How do I get a senior level client services engineer job?
Employers at this level look for candidates who can own complex client engagements from kickoff through resolution without close supervision. What gives a candidate an edge is a demonstrated ability to lead cross-functional coordination, mentor junior engineers, and translate technical constraints into business outcomes. Highlighting accounts you have led, escalations you have resolved, and process improvements you have driven makes a strong case.
Which companies hire senior level client services engineers?
Companies hiring senior level client services engineers right now include Ardurra, Veeva Systems, and Brown and Caldwell, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to concentrate in enterprise software, managed services, and technology consulting firms that run large client portfolios and need experienced engineers to own them.
Are there remote senior level client services engineer jobs?
Yes, though availability varies by employer and client base. About 41% of senior level client services engineer openings are remote or hybrid as of November 2026, reflecting how much of this work is conducted through digital collaboration tools and virtual client meetings. Fully on-site roles do still appear, particularly at companies with hands-on implementation requirements.
What makes a client services engineer role senior level?
Senior level roles are defined by scope and ownership rather than task execution. A senior client services engineer is expected to manage strategic accounts independently, design solutions for complex client environments, serve as an escalation point for the broader team, and mentor less experienced engineers. The role carries accountability for client satisfaction and retention at a level that mid-level positions do not.
Which industries hire the most senior level client services engineers?
Senior level client services engineer roles concentrate in Consulting & Professional Services, Technology & Software, and Accounting & Auditing, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they deploy sophisticated technical products to enterprise clients and need experienced engineers who can manage those relationships with minimal oversight.