Relationship Manager

Job Description

Job Description

Who We Are

McGuire Sponsel is a national specialty tax consulting firm founded in 2007. We serve 500+ CPAs and businesses across the country. We pride ourselves on combining technical expertise with exceptional client service. We have 5 offices throughout the United States: Indianapolis (HQ), Atlanta, Dallas, Phoenix, & 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 CPA firms with identifying opportunities for their clients. By serving as an extension of our partner CPA firms (also known as our Alliance Network), McGuire Sponsel strengthens client relationships by offering a conservative approach to delivering services that fall outside the traditional practices of local and regional firms. Our efforts have established McGuire Sponsel as a leading technical resource to CPAs, and our Relationship Managers are the face of our brand, driving relationships with our Alliance Network in all 50 states across the US.

Relationship Managers play a critical role in developing new referral sources, expanding market presence, and supporting ongoing client relationship retention. This role is ideal for a relationship-driven professional who enjoys autonomy, collaboration, and strategic market development.

Read more about our Alliance Network here.

Department : Business Development
Reports to : Director, Alliance Network
Type : Full-time, exempt
Compensation : Base salary + commission

Responsibilities

• Generate new client and referral relationship opportunities across your assigned territory (listed above).
• Collaborate with Firm leadership to develop and execute regional business development strategies.
• Manage the transition of awarded client engagements to appropriate Practice Lines, ensuring a smooth handoff.
• Work with technical leaders to collect, analyze, and qualify client data in preparation for proposals or engagement letters.
• Track new and existing opportunities in the CRM (Salesforce).
• Participate in firmwide marketing initiatives.
• Attend and represent the firm at industry events, tax conferences, networking events, and association meetings.
• Travel to prospective CPA firms to present McGuire Sponsel services and build relationships.
• Gain a strong understanding of McGuire Sponsel’s specialty tax service offerings and communicate them confidently to professional networks.
• Maintain ongoing client relationship management and support.

Role Competencies

• Account Planning: Effectively plans for territory optimization and travel throughout the year
• Account Management: Builds relationships with key stakeholders, identifies opportunities for cross-selling, and understands how to grow existing accounts while balancing new business development efforts
• CRM Effectiveness: Leverages technology to stay organized in pipeline management
• Emotional Intelligence: Recognizes emotions in typical situations and their effects on self and others.
• Effective Communication: Understands how to adapt communication to any given audience and promptly responds to all client correspondence
• Networking: Builds an intentional network to support business growth
• Strategic Selling: Understands how to ask strategic questions, connect dots in a conversation to solve client problems, and build partnerships on an executive level

Role Qualifications

• Bachelor’s degree required
• Prior B2B sales experience required
• 3-5+ years of experience in sales or a professional services environment
• Strong strategic planning ability with consistent execution
• Excellent organizational, written, and verbal communication skills
• Consultative mindset with exceptional interpersonal skills
• Strong professionalism, presence, and decorum
• Willingness to travel up to 40% and work outside a traditional office environment when in-market
• Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
• Valid U.S. driver’s license and reliable transportation
• Preferred but not required: prior tax or accounting sales experience, familiarity with tax concepts, consulting or client-facing experience, experience using Salesforce

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.