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
Participate in presentations, proposals, and client meetings
Responsible for high client satisfaction and retention
Represent alliant at industry events and conferences
Cross-functional Leadership:
Work closely with: Delivery teams (U.S. and India), Product and Technology teams, Sales and marketing
Drive alignment between client expectations and internal execution
Qualifications:
Bachelorâs degree in business administration, accounting, finance, or related field required
Required 7+ years of recent experience in Public Accounting (audit focus), or Audit Advisory / Consulting, preferably within a large, global organization
CPA license is strongly preferred
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
Familiarity with data analytics, automation, or AI in audit
Strong understanding of audit processes, compliance, and financial reporting
Strategic thinker with a growth / commercial mindset with strong 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 is essential
Preferred candidate should reside or relocate to Houston
alliant offers competitive compensation with a performance-based bonus tied to revenue growth, along with a comprehensive benefits package including 100% employer paid medical /dental premiums for single coverage for certain options, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group exercise classes, paid covered parking, daily allowance for onsite café and Starbucks, and more!
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