Relationship Manager

Job Description

Job Description

Who We Are

McGuire Sponsel is a national specialty tax and advisory consulting firm founded in 2007. We serve more than 500 CPA and real estate firms across the country, and are recognized for combining our technical expertise with exceptional client service. With five offices throughout the United States: Indianapolis (HQ), Atlanta, Dallas, Phoenix, and Detroit, we are a rapidly-growing consulting firm and pride ourselves on finding and cultivating the best talent! Read about our GREAT culture below...

Core Values

• G rowth Mindset: We embrace challenges as opportunities to learn and evolve. With a deep desire to continuously level up, we approach our work with curiosity, humility, and a willingness to fail forward. Progress is built on iteration, not perfection.
• R elationship Focus: We invest in authentic, trusting relationships — with our clients, our teammates, and ourselves. We lead with honesty, communicate openly, and collaborate with intentionality. Strong relationships are our foundation for great work and long-term success.
• Strives for E xcellence: We hold ourselves to the highest standards of integrity, quality, and intelligence. From strategic thinking to technical execution, we take pride in delivering exceptional work. Excellence is not an outcome — it's a mindset we bring to everything we do.
• A wareness: We operate with emotional intelligence and self-awareness, understanding how our actions impact others and the broader team. We’re committed to personal growth, constructive feedback, and leading ourselves before leading others.
• T enacity: We show up with resilience, grit, and determination — especially when the work gets hard. We’re solutions-oriented, driven, and persistent in pursuing the best outcomes for our clients and our team. We don’t give up; we level up.

Role Overview

McGuire Sponsel’s unique business model assists firms with identifying opportunities for their clients. By serving as an extension of our partner CPA firms, McGuire Sponsel strengthens client relationships by offering a conservative approach to delivering services that fall outside the traditional practices of local and regional accounting firms. Our efforts have established McGuire Sponsel as a leading technical resource to CPAs across the country. Our Relationship Managers (RMs) are the face of McGuire Sponsel, who nurture these relationships and help our CPA partners identify opportunities to help their clients with specialty tax credits, incentives, and savings across a diverse array of industries.

Read more about the Alliance Network here.

Department : Business Development
Reports to : Director, Alliance Network
Type : Full-time, exempt
Pay : Base salary plus commission
Territory : TX, OK, LA, AR

Responsibilities

• Cultivate and maintain strong, long-term relationships with strategic alliance partners (CPA firms, financial professionals, and other referral sources within the McGuire Sponsel Alliance Network).
• Serve as the primary point of contact for assigned partners, ensuring consistent engagement, support, and alignment with McGuire Sponsel’s specialty tax service offerings.
• Conduct regular check-ins and strategic planning sessions with partners to understand their evolving needs and identify growth opportunities.
• Collaborate with internal subject matter experts to deliver tailored solutions, insights, and resources that support partner success.
• Educate alliance members and their clients on McGuire Sponsel’s core service lines (R&D Tax Credit, Cost Segregation, Global Business Services, Property Tax, and Location Advisory Credits & Incentives) through presentations, webinars, round tables, and one-on-one consultations.
• Support business development initiatives by identifying and onboarding new alliance partners that align with the firm’s values and service capabilities.
• Monitor relationship performance metrics and partner engagement trends, leveraging data to drive continuous improvement and strategic outreach.
• Act as a liaison between partners and internal teams, ensuring smooth coordination of service delivery and communication.
• Represent McGuire Sponsel at industry conferences, partner events, and networking opportunities to strengthen brand presence and build new relationships.
• Maintain accurate records of partner interactions, pipeline activities, and follow-up actions using CRM tools and reporting systems.

Role Competencies

• Effective Communication: Listens and clearly presents information.
• Emotional Intelligence: Recognizes emotions in typical situations and their effects on self and others.
• Account Management: Builds relationships with key stakeholders in assigned accounts and qualifies potential for new and increased revenue opportunities.
• Account Planning: Strategically uses slower periods for territory planning to map out travel, conversation topics, and service line education opportunities within each account to optimize efficiency in-market
• CRM Effectiveness: Leverages Salesforce to keep track of client details, conversations, and opportunities throughout the customer journey.
• Networking: Builds a planned network through preparation and intentionality.
• Strategic Selling: Spends time learning first and only recommends services when appropriate and objectively helps the prospective client understand how both parties will achieve success together.

Role Qualifications

• Bachelor’s degree in accounting, marketing, business, or a related field.
• 3+ years of B2B selling experience, preferably in professional services
• Strong communications, organizational, and people skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple projects in a fast-paced, deadline-driven environment.
• Strong interpersonal skills and comfort in client-facing situations.
• Proficiency in Microsoft Suite.
• Valid U.S. driver’s license and reliable transportation.
• Ability to travel up to 40% independently or with a team to CPA firms in the given U.S. territory
• Preferred but not required: prior tax or accounting experience, familiarity with tax concepts, and consulting or client-facing experience.

Benefits & Perks

• Health, dental, & vision insurance
• Pet Wellness (Wagmo)
• Voluntary STD benefits and company-paid LTD
• Flexible Spending Accounts and Health Savings Accounts
• Life and Accidental Death & Dismemberment Insurance
• Supplemental Benefits (Accident, Cancer, Hospital Indemnity, & Critical Illness)
• Savings Marketplace – discounts on hotels, flights, movie tickets, electronics and more
• 401(k) with employer match
• 4 weeks of PTO
• 9 paid holidays & Summer Fridays
• Wellness programs
• Professional development opportunities
• Team-building events and social outings
• Clear career path and advancement opportunities

EEO Statement
McGuire Sponsel is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.