Client Engagement Manager

$75k - $90k

Addition Management

Position: Accounting Client Engagement Specialist Location: Syracuse (Liverpool), NY (ON SITE) Salary: $75k – $90k + Bonus Growing Boutique Accounting Firm is seeking an Accounting Client Engagement Specialist to join their team! RESPONSIBILITIES Help, guide, and coach existing assigned client base on company products, services, business frameworks, leadership challenges, and programs serving to bolster relationships. Assist clients in developing effective business strategies, improving leadership skills, and maintaining a positive and productive mindset. This involves offering tailored coaching sessions and providing actionable insights to enhance business performance. Conduct one-on-one and group coaching sessions with clients. Serve as key point of contact between clients & internal accounting/bookkeeping team. Helping clients develop and implement business frameworks. Addressing leadership challenges and providing solutions. Guiding clients on daily mindset practices to improve productivity. Developing customized coaching plans for clients. Monitoring client progress and adjusting strategies as needed. Providing ongoing support and motivation to clients. Support monthly clients on “special” projects and changes. Growth plans Buy/sell/retirement. Support Accounting Coach on client areas not typically encountered. Lead training session for team that involve business trends and leadership ideas. Provide one on one coaching sessions for team members to support their development. Monitor client progress and make necessary adjustments. QUALIFICATIONS Bachelor’s degree in accounting or similar work experience in a public accounting / tax environment. 2-5+ years’ relevant experience working for a public accounting or tax preparation firm. Familiarity of CRM systems preferred. In-depth knowledge and understanding of small business public accounting & tax. Belief in “small business” ideals. Seniority level Associate Employment type Full-time Job function Customer Service and Accounting/Auditing Industries Accounting #J-18808-Ljbffr Addition Management

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Vacancy posted 2 days ago

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