Client Manager, Tax and Accounting

Pivotal Talent Search

Job Description

Client Manager, Tax and Accounting

The Client Manager, Tax and Accounting leads client relationships and oversees delivery of tax, accounting, and bookkeeping services for a portfolio of professional services businesses. You'll manage a defined client portfolio, guide a team of Senior Accountants, and play a key role in a growing, niche-focused firm.

What You'll Do

Serve as the primary point of contact for a portfolio of professional services clients
Lead scheduled client meetings (in-person and virtual) to review financials, tax positions, and planning opportunities
Review and finalize entity and individual (1040) tax returns for business-owner clients
Oversee the preparation of annual financial and practice/firm management reports, including overhead and fee analyses
Advise on and oversee QuickBooks setup, cleanup, and maintenance (including QuickBooks Online)
Develop, mentor, and support Senior Accountants and Bookkeepers; provide guidance on complex client issues
Help resolve IRS and state tax notices on behalf of clients
Collaborate with partners on special tax and accounting projects
Support business development by participating in marketing, webinars, and networking events as needed
Ensure timely, professional, and proactive communication with clients throughout the year

What We're Looking For

CPA or IRS Enrolled Agent
Bachelor's degree in accounting, taxation, or finance
5–7 years of experience reviewing individual and entity tax returns, financial statements, and general accounting (HNW and closely held businesses preferred)
Strong corporate tax background with deep knowledge of S-corporations and basis issues
Proven leadership experience and a genuine interest in mentoring and developing others
Interest in serving a focused niche of professional services businesses and willingness to learn their unique tax and business issues
Proficiency with tax software (UltraTax experience a plus)
Proficiency with QuickBooks, including QuickBooks Online
Exceptional attention to detail and high standards for quality
Excellent communication, relationship management, and client-facing skills
A collaborative mindset and desire to grow with the firm

What We Offer

Competitive total compensation package
Employer-sponsored medical, dental, and vision insurance
401(k) with 5% company match

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Vacancy posted 4 days ago

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