Client Manager, Tax and Accounting
The Client Manager, Tax and Accounting leads client relationships and oversees delivery of tax, accounting, and bookkeeping services for a portfolio of professional services businesses. You’ll manage a defined client portfolio, guide a team of Senior Accountants, and play a key role in a growing, niche-focused firm.
What You’ll Do
- Serve as the primary point of contact for a portfolio of professional services clients
- Lead scheduled client meetings (in-person and virtual) to review financials, tax positions, and planning opportunities
- Review and finalize entity and individual (1040) tax returns for business-owner clients
- Oversee the preparation of annual financial and practice/firm management reports, including overhead and fee analyses
- Advise on and oversee QuickBooks setup, cleanup, and maintenance (including QuickBooks Online)
- Develop, mentor, and support Senior Accountants and Bookkeepers; provide guidance on complex client issues
- Help resolve IRS and state tax notices on behalf of clients
- Collaborate with partners on special tax and accounting projects
- Support business development by participating in marketing, webinars, and networking events as needed
- Ensure timely, professional, and proactive communication with clients throughout the year
What We’re Looking For
- CPA or IRS Enrolled Agent
- Bachelor’s degree in accounting, taxation, or finance
- 5–7 years of experience reviewing individual and entity tax returns, financial statements, and general accounting (HNW and closely held businesses preferred)
- Strong corporate tax background with deep knowledge of S-corporations and basis issues
- Proven leadership experience and a genuine interest in mentoring and developing others
- Interest in serving a focused niche of professional services businesses and willingness to learn their unique tax and business issues
- Proficiency with tax software (UltraTax experience a plus)
- Proficiency with QuickBooks, including QuickBooks Online
- Exceptional attention to detail and high standards for quality
- Excellent communication, relationship management, and client-facing skills
- A collaborative mindset and desire to grow with the firm
What We Offer
- Competitive total compensation package
- Employer-sponsored medical, dental, and vision insurance
- 401(k) with 5% company match
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