Senior Tax Client Manager

Fully Remote - United States

As Sr. Tax Client Manager you are the primary advisor for a portfolio of clients. You own the relationship lead strategic tax planning conversations and ensure that every engagement is delivered at the standard our clients expect and deserve.

This is not a data-entry position or a compliance-only role. It is a senior advisory position for someone who is ready to lead client relationships apply technical expertise to real-world planning scenarios and grow with a firm that is building something meaningful.

In 12 months the right person has a full client portfolio strong client retention and a compensation package that reflects the value they deliver including base salary performance bonus and profit share.


THE ROLE

The Sr. Tax Client Manager leads strategic client engagements and proactive tax planning across a dedicated client portfolio. You work closely with firm leadership and collaborate with a high-caliber team of professionals who hold each other to a high standard.

Client Advisory & Tax Planning

- Lead strategic client meetings and deliver proactive tax planning and structuring advice
- Prepare and review individual and business tax returns to a high standard of accuracy
- Develop and implement tax reduction strategies tailored to each clients unique situation
- Review financial statements and identify tax planning opportunities throughout the year
- Provide clear confident guidance that clients can understand and act on Client Relationship

Management

- Manage a full portfolio of clients as the primary point of contact and trusted advisor
- Build strong lasting client relationships through proactive communication and follow-through
- Ensure every client interaction reflects the professionalism and care our firm is known for
- Identify opportunities to deepen advisory relationships and expand client value over time

Operations & Collaboration

- Work within our 100% virtual paperless environment using our technology stack efficiently
- Collaborate with senior team members to finalize complex engagements and deliver client outcomes
- Maintain meticulous documentation and uphold firm standards for quality and compliance
- Participate in ongoing professional development and firm-wide training

WHAT YOULL BRING

- 3 years of experience in tax preparation and review individual and business returns
- Demonstrated ability to lead client-facing advisory conversations with confidence and clarity
- Strong technical knowledge of tax law planning strategies and financial statements
- Relevant degree in Accounting; CPA or EA designation is a plus
- High emotional intelligence you build trust naturally and handle sensitive conversations well
- Exceptional attention to detail with the ability to prioritize and manage a full client workload
- Comfortable in a fully virtual technology-driven environment you adapt quickly and work independently
- A track record that demonstrates excellence not just experience

WHAT WE OFFER

Competitive base salary
Performance bonus and profit share opportunity
Fully remote work from home with the freedom to manage your own schedule
Flexible schedule generous vacation and no overtime even during tax season
Full training provided; company-paid professional development support
A team of intelligent driven professionals who hold each other to a high standard
Significant room for growth within a fast-growing forward-thinking firm

IMPORTANT

As part of our hiring process we conduct background checks and may require candidates to complete a video cover letter and a personality assessment. Participation in these steps is mandatory for consideration.

This role requires proven hands-on accounting experience. Please apply only if you meet the stated qualifications and can demonstrate a strong track record in the field.