Tax Relationship Manager - Remote

Overview

The organization is seeking a proactive and self-motivated Tax Relationship Manager to join the Tax team. This role is both external- and internal-facing, focused on strengthening client relationships and driving business growth.

In addition to managing client relationships, the Tax Relationship Manager will mentor staff, participate in community involvement, and identify opportunities for revenue generation.

Responsibilities

• Communicate with existing clients and prospects via email, telephone, video calls, and meetings.
• Actively manage and grow existing and new client relationships.
• Communicate effectively with clients to resolve concerns in a timely manner.
• Strengthen client relationships through regular contact, including lunches, dinners, and activities.
• Manage client relationships and billing runs while collaborating with mentors/department heads to ensure appropriate fee structures.
• Identify and capitalize on opportunities for revenue growth.
• Demonstrate a strong understanding of the business environment and client needs.
• Accept and transition new client relationships seamlessly as part of succession planning.
• Represent the organization with confidence and professionalism at external events.
• Actively mentor, coach, and develop staff to foster growth and collaboration.
• Involve team members in client meetings, lunches, and community events to support professional development.
• Commit to at least 15 hours per month of community involvement, including participation on at least one community board or committee outside of the firm.

Requirements

• CPA required.
• Bachelor’s degree in Accounting or equivalent degree as determined by the management committee, required.
• 6 to 9 years of experience in public accounting.
• Current and in-depth knowledge of relevant tax laws, rules, and regulations.
• Ability to analyze financial and tax data, tax research, and legal documents to make decisions on appropriate course of action.
• Proven experience in client relationship management and business development.
• Strong leadership, communication, and problem-solving skills.
• Ability to engage with clients and teams both professionally and confidently.
• Passion for mentoring staff and contributing to the local community.

Preferred Qualifications

• Master’s degree in Accounting or Taxation.

Compensation & Benefits

• Competitive compensation
• Comprehensive benefits package supporting overall well-being and career development opportunities

Location

This role supports locations including Las Vegas, Nevada, as well as Nogales, Phoenix, and Tucson, Arizona.