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Tax Client Services Manager

Mitchell Martin

Wake Forest, NC

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JOB DETAILS
SALARY
$105,000–$150,000 Per Year
SKILLS
Accounting, Bookkeeping, Certified Public Accountant (CPA), Communication Skills, Customer Relationship Management (CRM), Customer Service Management, Fiduciary, Leadership, Mentoring, Onboarding, Organizational Skills, Public Accounting, Staff Development, Tax Accounting, Tax Planning, Tax Returns
LOCATION
Wake Forest, NC
POSTED
2 days ago
Title: Tax Client Services Manager                

Location:  Wake Forest ,NC
Position Type: Full Time

Compensation
Pay Range:$150,000 Per Year

Description
Seeking an experienced manager for a leadership role in tax review, planning, client advisory services, and staff development. 
This full-time position in Wake Forest, NC, involves working closely with leadership and accounting staff. 
The role requires proficiency in generic accounting and tax technologies.

Key Responsibilities
Review and prepare individual, business, and fiduciary tax returns.
Manage client relationships and act as a trusted advisor.
Assist with tax planning, projections, and advisory services.
Coordinate advisory, projection, accounting, and bookkeeping workflows.
Mentor and support bookkeeping, accounting, and tax staff.

Qualifications
Minimum 7 years of recent public accounting experience.
CPA or Enrolled Agent (EA) designation.
Strong experience with individual and business tax returns.
Proven experience reviewing returns and working directly with clients.
Strong communication, leadership, and organizational skills.

Contact Authorization:
By applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. Message and data rates may apply for texts. Carriers are not liable for delayed or undelivered messages. You can access our privacy policy here https://www.mitchellmartin.com/privacy-policy. 

Onboarding Expectations
Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4  

EEO Statement
Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement  

About the Company

M

Mitchell Martin

OUR FOCUS IS GROWTH

It’s not just about filling job openings.  It’s about enabling growth and inspiring success.  That’s what we do.

Mitchell Martin is one of the nation’s largest staffing companies, with offices throughout the US as well as in India and the Philippines.  We help drive success for both people and companies by helping them achieve positive growth.   We do this by building strong relationships and developing a deep understanding of the people we work with, in order to facilitate the best matches for both sides of the equation.    

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1984
WEBSITE
https://www.mitchellmartin.com