Financial Advisory Manager (CPA Required)

Guidant Financial

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

The wage for this position is between $57,000 – $62,000 annually.

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company?  We have a bold vision of increasing the number of people who succeed in small business.  To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy.  We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.

Our Values

Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.Connection: Connection is important. You lift others up because when they grow you grow.Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.

The Role

Guidant financial is currently looking for a remote Client Relations Specialist. With moderate autonomy, this role will support the Bookkeeping and Tax Services department by coordinating various client communications, department workflows and processing responsibilities.

What You’ll Be Doing

  • Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity
  • Manage and prevent client escalations leveraging customer services and problem-solving skills with technical and product knowledge
  • Effectively guide clients through product changes (upgrades or downgrades in service offerings) and follow up on resolutions
  • Prepare and explain add-on billing charges
  • Process client terminations
  • Deliver high quality bookkeeping and tax service to a portfolio of clients of different sizes in multiple industries
  • Understand client business models to support with products, processes, and client relations
  • Advise on client communication and best practices

Additional Functions

  • Support Maintenance, onboarding, and tax teams with phones or email, as needed
  • Contribute to department and team projects
  • Performs other duties as required


  • Must be 18 years of age or older
  • Bachelor’s degree in Business, Accounting, or Finance or equivalent experience required
  • Proficient knowledge of QuickBooks Online (QBO)/Certification highly desired
  • 3 years of progressive bookkeeping experience in a multi-client environment
  • 3 years of client servicing experience handling tasks of various complexity for small business owners
  • Understands small business accounting and tax services
  • Superior verbal (phone) and written communicator who knows how read their audience
  • Excellent working knowledge of Microsoft suite including Excel, Outlook and Teams
  • Skills in problem solving, process improvement, critical thinking, prioritization
  • Ability to work in an autonomous environment where you can be a self-directed, independent worker
  • Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen

Other Requirements

  • Must pass a background check
  • Must meet work from home requirements to qualify
  • Complete continuing education based upon current certifications

For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) High speed internet.  


  • Our People are Key to Success: Work with a team of smart, creative, fun and highly motivated people
  • When You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders. For the last three years, Guidant has promoted more than 20% of our organization into new and exciting roles!
  • Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave and a generous 401k match. Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.
  • Flexible Work Arrangements: Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy within your work structure with company provided equipment.
  • Awesome Culture:  Be part of Guidant’s award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events.
  • Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported.

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

The wage for this position is between $57,000 – $62,000 annually.

$57,000 – $62,000 annual

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