AI Advisory Consultant

Who We Are

At BMSS Advisors & CPAs, we're more than just a top 100 CPA and advisory firm- we're a people-first, relationship-driven team rooted in integrity, collaboration, and community. Founded in Birmingham, AL in 1991, BMSS has grown to seven thriving locations across Alabama and Mississippi- where we're proud to serve our client base with a local heart and national reach. We're known for our family-friendly culture, commitment to mentorship and life-work balance, and deep roots in the communities we serve. In fact, Accounting Today has recognized us as one of the best accounting firms to work for the last 14 years in a row. Whether it's volunteering locally or mentoring the next generation of CPAs, we show up-with expertise, empathy, and heart.

The Opportunity

We're seeking a client-facing, relationship-driven AI Advisory Consultant to join our growing AI Advisory practice. This role sits at the intersection of business consulting and applied artificial intelligence-focused on helping clients adopt practical, day-to-day AI solutions that improve efficiency and reduce manual work.

This is not a pure technical role or a sales position. You'll act as a bridge between business users and emerging AI tools-building trust with clients, understanding how they work, and embedding AI directly into their workflows.

If you're energized by understanding how people actually do their jobs-and then finding ways to make those processes faster, smarter, and more efficient-this is a unique opportunity to shape how businesses adopt AI in real time.

What You'll Do

Client Training & Coaching

• Lead group AI training sessions and platform overviews for client teams
• Conduct one-on-one coaching sessions to identify workflow inefficiencies and build AI solutions live
• Teach foundational AI skills including prompt development, refinement, and tool navigation
• Adapt communication style to meet users at varying levels of technical comfort
• Build trust with stakeholders across all levels-from staff to executive leadership

Workflow Discovery & Implementation

• Evaluate client processes across departments (AP, AR, operations, HR, reporting)
• Identify and implement practical AI use cases that improve efficiency
• Build real-time solutions such as data extraction, automation workflows, and reporting tools
• Develop reusable prompts tailored to client-specific systems and terminology
• Recommend best-fit tools within existing tech stacks

Deliverables & Content Creation

• Create branded post-session guides with clear instructions and action steps
• Build and maintain client-specific prompt libraries
• Develop training materials, facilitator guides, and demo content
• Support development of AI-driven advisory deliverables and insights

Business Development Support

• Participate in prospect meetings and AI demonstrations
• Support creation of marketing materials and thought leadership content
• Represent the AI Advisory practice in client-facing settings

Presentations & Communication

• Present to executives on AI strategy, use cases, and outcomes
• Conduct live demonstrations showcasing real-time problem solving
• Translate technical capabilities into clear business value and ROI

What We're Looking For

• Bachelor's degree in Accounting (highly preferred), IT, Business or related field
• 5 years of experience in consulting, advisory, training, or client-facing roles
• Strong ability to evaluate workflows and identify efficiency opportunities
• Experience presenting to executive-level audiences
• Advanced proficiency in Microsoft 365 tools
• Working knowledge of AI platforms (Copilot, ChatGPT, Claude, Gemini, etc.)
• Strong interpersonal skills with a high degree of empathy and adaptability
• Excellent written communication skills with ability to create polished deliverables
• Willingness to travel regionally across Alabama and the Southeast

Preferred: 

• CPA, CMA, or related credential
• Experience in a CPA firm or professional services environment
• Background in change management or technology adoption
• Familiarity with AI governance and data security concepts
• Experience creating training content or SOPs

Why Join BMSS

• Be part of a fast-growing, innovative AI Advisory practice
• Work directly with clients to create tangible, day-to-day impact
• A culture centered on mentorship, collaboration, and growth
• Exposure to emerging technologies and evolving business solutions
• Direct access to leadership and opportunity to shape a new service line

What We Offer

• Competitive salary and performance-based bonuses
• Company-paid Medical, Dental & Vision insurance
• 401(k) plan with company match
• Generous PTO, paid holidays, and volunteer days
• Ongoing training and professional development
• Clear career progression opportunities