Client Relationship Manager

Paradigm Tax Solutions is a forward-thinking tax preparation and planning firm built on personalized service and lasting client relationships. We combine real expertise with innovative technology, and we invest in our people so they can grow with us. Role Overview Are you the kind of person who makes everyone feel welcome the moment they walk in or pick up the phone? We’re looking for a warm, outgoing Relationship Manager to be the face and heartbeat of our Bridgewater, NJ office. You’ll be the first person clients talk to and the one they trust to guide them through the tax process so being organized and detail oriented is also a must. You’ll work closely with our CPAs and other Relationship Managers, help to lead our administrative team, and help keep everything running smoothly. While tax preparation experience is a plus, you don’t need to be a tax expert on day one. If you’re curious, driven, and excited to learn, we’ll teach you the tax side and give you a clear path to take on more responsibility over time. What You’ll Do Build and own client relationships as their first point of contact and help CPAs by prioritizing incoming client communications Answer client questions with confidence and escal ... to our CPAs Learn to prepare tax returns by hand and with OCR-assisted tools Keep returns moving through the workflow including e-signature coordination and e-filing Follow up with clients on portal uploads and missing documents in a friendly and helpful way Manage billing and follow up on outstanding payments Lead and mentor our administrative team including phone coverage, CRM usage, and calendar management Partner with CPAs to keep workloads organized and the right priorities front and center Help introduce new technology and tools and contribute to process improvements and special projects What You Bring Outstanding people skills: you’re friendly, personable, and comfortable building rapport with clients and colleagues A genuine eagerness to learn tax concepts and grow your technical knowledge Strong organization, attention to detail, and time management Confidence communicating with clients and managing up with a professional, can-do attitude Proficiency with Microsoft Office (Excel, Outlook, Word, PowerPoint) A team-first mindset Bonus Points (Not Required) Experience in tax and/or accounting Familiarity with tax software (Lacerte) or QuickBooks How You’ll Grow With Us Hands‑on training in tax preparation and our workflows from our CPA team Increasing responsibility as your technical knowledge grows Professional development support, including exposure to credentialing paths like the CPA or EA if desired What We Offer Competitive salary with flexibility based on experience, plus commission Health and dental insurance, 401(k) match, and paid time off A supportive collaborative team that wants to see you succeed #J-18808-Ljbffr Paradigm Tax Solutions