Our team is growing!
We are seeking a proactive and self-motivated Tax Relationship Manager to join our Tax team.
Position Overview The
Tax Relationship Manager will cultivate and strengthen client relationships while driving business growth. This is an
external and internal-facing role. In addition to managing client relationships, this person will mentor staff, actively participate in the community, and identify opportunities for revenue generation.
Essential Duties and Responsibilities- Communicate with existing clients and prospects via email, telephone and 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 run 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 company with confidence and professionalism at external events.
- Actively mentor, coach, and develop staff, fostering growth and collaboration.
- Involve team members in client meetings, lunches, and community events to support their 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.
Knowledge, Skills and Abilities- Demonstrate strategic problem-solving abilities and identify technical issues outside of core expertise.
- Stay proactive in understanding emerging trends in taxation and the business environment.
Qualifications- CPA required.
- Bachelor's degree in Accounting or equivalent degree as determined by the management committee, required.
- Master's degree in Accounting or Taxation preferred.
- 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 in order 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.
We proudly offer competitive compensation, a comprehensive benefits package that supports your overall well-being, career development opportunities, and much more. Learn more by visiting our .
