Client Manager

Job Description

Job Description

Client Manager – Tax & Accounting The Excelon Group, LLC | Concord, NC | Full-Time

About Us The Excelon Group is a growing, technology-driven CPA and tax firm based in Concord, NC, serving individual and business clients across the United States. We specialize in complex individual, pass-through, and multi-state tax engagements, and we run a structured, high-standards review workflow that emphasizes accuracy, clear documentation, and client service. Our team is small, collaborative, and busy — if you like ownership, variety, and a direct line to firm leadership, you'll thrive here.

The Role We're hiring a Client Manager to independently own a book of clients across tax compliance, accounting, and advisory work. You'll be the day-to-day relationship lead for the clients you manage — preparing their returns, maintaining their books, handling their payroll and sales tax filings, running tax projections, and being the trusted point of contact when they have questions. This is a senior-level seat for someone who is genuinely client-ready: technically strong, professionally polished, and able to manage their own deadlines and deliverables without hand-holding.

What You'll Do

• Own a portfolio of individual and business clients as their primary point of contact
• Prepare individual (1040) and business (1120, 1120-S, 1065) tax returns, including multi-state engagements
• Maintain client books in QuickBooks Online (and occasionally Desktop) — month-end close, reconciliations, and adjusting entries
• Run payroll for client engagements, including quarterly filings (941, state withholding, SUTA) and annual W-2/1099 reporting
• Prepare and file sales & use tax returns across multiple jurisdictions
• Build mid-year and year-end tax projections; identify planning opportunities and communicate them to clients clearly
• Communicate with clients professionally and proactively — by phone, email, and video — to gather information, explain results, and answer questions

What We're Looking For

• 3–4+ years of tax preparation experience in a public accounting setting
• Demonstrated ability to manage your own clients independently and own the relationship end-to-end
• Solid working knowledge of individual and entity tax (1040, 1120-S, 1065 at minimum; 1120 a plus)
• Hands-on experience with bookkeeping in QuickBooks Online, payroll processing
• Comfort building tax projections and explaining results to clients in plain language
• Strong Excel skills and comfort with a modern, cloud-based tech stack
• Detail-oriented, organized, and able to juggle multiple deadlines without losing track
• EA, CPA, or active progress toward either is a strong plus
• Professional, warm client communication — clients should want to call you

What We Offer

• Competitive salary based on experience
• Health Insurance Reimbursement
• Retirement plan with match
• PTO and paid holidays
• CPE and exam support (CPA/EA)
• Modern tech stack — no paper-pushing here
• Direct collaboration with the firm's principal and senior team
• A genuine seat at the table in a growing firm, with clear runway for advancement

Work Location: In person

Benefits:

• Paid time off
• Retirement plan

Work Location: In person