Bachelor's degree in accounting, taxation, or finance
5-7 years of experience with individual 1040 and entity tax returns
Strong background in corporate taxation, especially S-Corporations
Leadership experience with a desire to mentor
Experience with tax software, particularly UltraTax
Proficient in QuickBooks, including QuickBooks Online
Responsibilities
Conduct client meetings to review accounting and tax documents
Review and finalize entity and 1040 tax returns for clients
Collaborate on annual financial and practice management reports
Provide guidance and maintain QuickBooks software for clients
Develop and lead Senior Accountants and Bookkeepers
Assist in marketing efforts and represent the firm at events
Maintain ongoing client relationships for accounting and tax preparations
Benefits
Attractive total compensation package
Employer-sponsored health insurance (medical, dental, vision)
401k with 5% match
Full Job Description
Description
This is a remote or hybrid role that requires 2-3 days in the office within a commutable distance.
Compensation Transparency
Salary: $120,000
Plus 10% bonus of fees collected
Job Summary
The Client Manager is responsible for managing client relationships and delivering tax services, accounting, and bookkeeping oversight to healthcare practice clients. This role is fully client-facing, oversees a portfolio of clients, and leads a team of Senior Accountants. The ideal candidate is experienced, organized, and comfortable taking ownership of both client work and team leadership in a growing firm.
Key Responsibilities
Conduct client meetings based on the meeting schedule included in client's Practice Service Package (in client's office/company office, remotely and by phone) to organize and review their accounting and tax documents and to provide meaningful tax and business guidance and planning.
Review and finalize entity and 1040 tax returns for practice owner clients.
Collaborate on the successful completion of various annual financial and practice management reports completed for healthcare practice clients, including our annual Overhead and Fee Analysis.
Provide guidance, set up and maintain QuickBooks software for clients, as needed.
Assist in the development and leadership of Senior Accountants and Bookkeepers; act as resource to help other Preparers manage client relationships and address clients' inquiries or issues.
Help build our healthcare practice business by assisting in marketing and promotional efforts; Represent Earned/Schwartz & Schwartz at various networking and marketing events as needed.
Maintain ongoing relationships with clients as needed to properly complete accounting and tax preparations and planning.
Respond to client inquiries in timely and professional manner according to firm policies.
Review, respond and resolve any IRS or state notices relating to clients.
Assist with additional tax and accounting work as delegated by partners.
Key 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, and knowledge of their related basis issues
Leadership experience with a strong desire to mentor
Strong desire to work with a specific niche clientele of medical professionals and dentists and 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
Benefits
An attractive total compensation package
Employer-sponsored health insurance (medical, dental, vision)
