Client Manager

Overview

This role manages client relationships and delivers tax services, accounting, and bookkeeping oversight for healthcare practice clients. It is fully client-facing, includes oversight of a portfolio of clients, and involves leading a team of Senior Accountants. Hybrid work is available or remote may be eligible.

Responsibilities

• Conduct client meetings according to the meeting schedule included in each client’s Practice Service Package (in the client’s office/company office, remotely, and by phone) to organize and review accounting and tax documents and provide tax and business guidance and planning.
• Review and finalize entity and 1040 tax returns for practice owner clients.
• Collaborate on the successful completion of annual financial and practice management reports for healthcare practice clients, including annual Overhead and Fee Analysis.
• Provide guidance, set up, and maintain QuickBooks software for clients, as needed.
• Assist with development and leadership of Senior Accountants and Bookkeepers; serve as a resource to help other Preparers manage client relationships and address client inquiries or issues.
• Support growth of the healthcare practice business by assisting with marketing and promotional efforts as needed; represent the firm at networking and marketing events when required.
• Maintain ongoing client relationships as needed to complete accounting and tax preparations and planning.
• Respond to client inquiries in a timely and professional manner according to firm policies.
• Review, respond to, and resolve any IRS or state notices relating to clients.
• Assist with additional tax and accounting work as delegated by partners.

Requirements

• CPA or IRS Enrolled Agent designation
• Bachelor’s degree in accounting, taxation, or finance
• 5–7 years of experience reviewing individual 1040 and entity tax returns, financial statements, and general accounting experience for HNW clients
• Strong background in corporate taxation, specifically S-Corporations, including knowledge of related basis issues
• Leadership experience with a strong desire to mentor
• Strong desire to work with a niche clientele of medical professionals and dentists, including ability to learn the intricacies and specific tax-related issues of these businesses/professions
• Demonstrated experience working with tax software, specifically UltraTax beneficial
• Experience working with QuickBooks software, including QuickBooks Online
• Exceptional attention to detail
• Demonstrated ability to deliver exceptional and professional client service
• Superior interpersonal, communication, and leadership skills with the ability to work directly with clients
• Desire to work in a team environment and grow with the firm

Compensation & Benefits

• Attractive total compensation package
• Employer-sponsored health insurance (medical, dental, vision)
• 401k with 5% match

Location

Hybrid or eligible for remote.