[Hiring] AI and Business Systems Advisory Manager @Tanner

Role Description

The AI & Business Systems Advisory Manager will help clients modernize and optimize their business operations through technology, automation, and strategic systems consulting. This role will work closely with middle-market and high-growth companies to evaluate, implement, customize, and improve ERP and business systems environments, with a strong emphasis on NetSuite and integrated financial technology ecosystems.

This individual will serve as both a strategic advisor and hands-on consultant, helping clients solve operational challenges through:

• Process engineering
• Systems architecture
• Integrations
• Data flow design
• Automation
• AI-driven efficiencies

The ideal candidate is technically strong, business-minded, and passionate about helping organizations scale through better systems and smarter processes.

Qualifications

• 5+ years of experience working with NetSuite, ERP systems, or CPA/financial systems in a consulting, advisory, implementation, or administration capacity.
• Experience with ERP implementations, integrations, system optimization, and business process improvement.
• Strong understanding of accounting operations, financial workflows, and business systems architecture.
• Experience with data flows, APIs, integrations, and automation tools.
• Strong communication and client relationship skills with the ability to translate technical concepts into business solutions.
• Organized, self-directed, and comfortable managing multiple projects and clients simultaneously.

Requirements

• CPA licensed (preferred)
• NetSuite certifications or experience as a NetSuite Administrator, Functional Consultant, or Solution Architect (preferred)
• Ability to write and troubleshoot code/scripts related to integrations, workflows, reporting, or system customizations (preferred)
• Experience with middleware/integration platforms and automation tools (preferred)
• Experience advising clients on software selection and technology strategy (preferred)
• Familiarity with AI tools, workflow automation, and operational efficiency initiatives (preferred)

Benefits

• The best training through Tanner LLP, Allinial Global, and other quality providers
• Open PTO policy, paid holidays, and a company-wide shutdown between the week of Christmas and New Year's Day
• Excellent health, life, disability, and dental insurance
• 401(k) plan with guaranteed company contribution
• Unique coaching & opportunities for advancement
• Exceptional technical resources
• Competitive compensation