Client Manager, Tax and Accounting #2452
Pivotal Talent Search
Job Description
Job Description
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
#PTS
Vacancy posted 8 days ago
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