Client Manager

Client Manager - Accounting & Tax | Leadership Opportunity***** West Palm Beach, FL (Fully Onsite)Job ** Full-TimeAre you an experienced accounting professional looking for a leadership role with long-term career growth? This opportunity offers a structured career path, hands-on leadership experience, and a clear partnership track.About the RoleWe are hiring a client manager to oversee accounting, bookkeeping, tax planning, and tax preparation for a portfolio of 75-125 clients. This role requires strong client relationship management, technical accounting expertise, and team leadership skills. With structured training and mentorship, this role provides a pathway to partnership within 3-5 years based on performance and client portfolio growth.Key ResponsibilitiesServe as the primary point of contact for assigned clients, ensuring exceptional service and smooth transitions.Manage bookkeeping, payroll, sales tax, financial statements, and tax compliance, including 1040, 1065, 1120, and 1120S returns.Delegate tasks, train bookkeepers, and implement process improvements to enhance workflow efficiency.Who We're Looking ForAt least 2 years of experience managing accounting teams and client accounts.CPA firm experience is required; private industry backgrounds will not be considered.Strong understanding of accounting fundamentals (debits & credits); tax experience is preferred but can be trained.Degree in accounting required, or equivalent hands-on experience.Excellent communication skills; client interaction is a key part of the role.Ability to manage multiple clients, meet deadlines, and ensure high-quality service.What to ExpectOnsite role - no remote work available.250+ hours of overtime required during tax season (January - April).Overtime beyond 250 hours is compensated at regular hourly pay (not time and a half).Comprehensive training program with gradual workload introduction.Why Join Us?Structured mentorship and leadership trainingClear partnership track after 3-5 years based on performanceEquity is earned based on client profitability, not purchasedBenefits *50% healthcare coverage (employee covers family costs)401(k) with a 3% company contribution (even if the employee contributes nothing)15 PTO days, accruing monthly10 company holidays, ****Christmas Eve & Christmas DayNew Year's Eve & New Year's DayAdditional holidays as determined by the firmReady to Take the Next Step?If you're looking for a leadership role in a growing CPA firm with a clear career path and long-term stability, we'd love to connect.Apply now or send a message to learn more.CAREERXCHANGE® is an Equal Opportunity Employer. For additional opportunities, please visit .

Created: 2025-02-05