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AI and Business Systems Advisory Manager

Tanner LLC

Roles & Responsibilities

  • 5+ years of experience working with NetSuite, ERP systems, or CPA/financial systems in a consulting, advisory, implementation, or administration capacity
  • Strong understanding of accounting operations, financial workflows, and business systems architecture
  • Strong communication and client relationship skills with the ability to translate technical concepts into business solutions
  • Experience with ERP implementations, integrations, system optimization, and business process improvement

Requirements:

  • Lead ERP and business systems advisory engagements with a primary focus on NetSuite environments
  • Assist clients with software selection, implementation planning, system optimization, and digital transformation initiatives
  • Design and manage integrations between ERP systems and third-party applications
  • Provide strategic recommendations that improve reporting, operational visibility, scalability, and decision-making

Job description

Tanner LLP, Utah’s largest public accounting firm and one of INSIDE Public Accounting’s Best of the Best Accounting firms, has recently been named as one of Accounting Today's Top Regional Leaders and Firms to watch for and top 100 firms in the US. Our stellar reputation in the marketplace for being value add strategic partners to the clients we serve has made us the firm of choice for Utah’s premier businesses. Our commitment to excellence, innovation, and client satisfaction has earned us a position of trust and respect within the industry.
 
Our professionals choose to build careers at Tanner because they appreciate our growth mindset and share our values, Gratitude, Excellence in All We Do, and Personal Accountability. Firm leadership is down the hall, not across the country, creating a close-knit and collaborative work environment with curated paths for career advancement and opportunity. Our community of colleagues create an environment that can’t be matched. We are a public accounting firm characterized by our investment in our team – Voted #1 in Training multiple years running - and distinctive culture, which sets us apart and defines the experience for our professionals.

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

Location
Salt Lake City, UT, Lehi, UT or Phoenix AZ (Remote applications also accepted). Occasional travel may be required for client engagements, training, and collaboration with leadership teams.

The ideal candidates will have the following qualities:
Required
  • 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.
Preferred
  • CPA licensed
  • NetSuite certifications or experience as a NetSuite Administrator, Functional Consultant, or Solution Architect.
  • Ability to write and troubleshoot code/scripts related to integrations, workflows, reporting, or system customizations.
  • Experience with middleware/integration platforms and automation tools.
  • Experience advising clients on software selection and technology strategy.
  • Familiarity with AI tools, workflow automation, and operational efficiency initiatives.
Professional responsibilities will include tasks such as the following:
  • Lead ERP and business systems advisory engagements with a primary focus on NetSuite environments.
  • Assist clients with software selection, implementation planning, system optimization, and digital transformation initiatives.
  • Design and manage integrations between ERP systems and third-party applications.
  • Develop and maintain workflows, automations, scripts, dashboards, and reporting solutions.
  • Analyze and improve client operational processes through process engineering and systems alignment.
  • Support clients with functional consulting, administration, troubleshooting, and ongoing system enhancements.
  • Build and document scalable data flows and operational procedures.
  • Collaborate with internal teams and client leadership to identify opportunities for AI and automation-driven efficiencies.
  • Provide strategic recommendations that improve reporting, operational visibility, scalability, and decision-making.
  • Stay current on emerging technologies, ERP trends, and AI-enabled business solutions.
What Success Looks Like
  • Successfully leading ERP and systems advisory projects that improve operational efficiency and scalability for clients.
  • Building trusted advisor relationships with clients and internal stakeholders.
  • Delivering high-quality technical and strategic solutions with strong client satisfaction.
  • Identifying automation and AI opportunities that create measurable business value.
  • Supporting the growth and expansion of Tanner’s Advisory and Technology Consulting capabilities.
We’re sure you will tell us what you have to offer, but here is what we bring to the table:
  • The best training through Tanner LLP, Allinial Global, and other quality providers
  • Open PTO policy, paid holidays, and a company wide shut down between the week of Christmas and New Years 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

 
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