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Client Manager

West Palm Beach, FL 33403

Posted: 02/03/2025 Employment Type: Permanent Industry: Accounting Job Number: 42728028 Pay Rate: $75000-90000 / year

Job Description

Client Manager – Accounting & Tax

? Location: West Palm Beach, FL (Fully Onsite)
? Job Type: Full-Time

About the Role

We are seeking a Client Manager to join our growing CPA firm. This position plays a crucial role in managing client relationships, overseeing accounting and tax services, and leading a team of professionals. If you have a strong accounting background, CPA firm experience, and leadership skills, this could be the right opportunity for you. This role offers a structured training program with a clear career path, including a partnership track after 3-5 years based on performance and client portfolio growth.

Key Responsibilities

Accounting & Tax Management

✔ Oversee client accounting, bookkeeping, payroll, sales tax, and tax-related services.
✔ Review financial statements, P&L statements, and tax compliance reports.
✔ Ensure accurate preparation of 1040, 1065, 1120, and 1120S tax returns.

Client Relations & Communication

✔ Manage 75-125 client accounts, serving as their primary point of contact.
✔ Provide timely and professional responses to client inquiries.
✔ Ensure seamless client transitions while maintaining strong relationships.

Leadership & Team Supervision

✔ Delegate work among bookkeepers and accounting staff.
✔ Provide training and support to enhance team performance.
✔ Identify and implement process improvements to increase efficiency.

What We’re Looking For

✔ 2+ years of experience managing accounting teams and client accounts.
✔ Strong accounting fundamentals (debits & credits)—tax experience is preferred but can be trained.
✔ CPA firm experience is required (private industry backgrounds will not be considered).
✔ Degree in Accounting required (or equivalent hands-on experience).
✔ Excellent verbal and written communication skills—client interaction is a key part of the role.
✔ Ability to manage multiple clients and deadlines while ensuring accuracy.

What to Expect in This Role

? Onsite 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—responsibilities will be gradually introduced.

Why Join Us?

? Career Growth & Long-Term Opportunity
✔ Clear partnership track after 3-5 years based on performance.
✔ Equity is earned based on client portfolio profitability—not purchased.
✔ Competitive salary progression, with top Client Managers earning significant compensation.

? Benefits & Perks
✔ 50% healthcare coverage (employee covers family costs).
✔ 401(k) with a 3% company contribution (even if the employee contributes $0).
✔ 15 PTO days, accruing monthly.
✔ 10 company holidays, including:
  • Christmas Eve & Christmas Day
  • New Year’s Eve & New Year’s Day
  • Additional holidays as determined by the firm

Apply Today!

If you’re an experienced accounting professional looking for a leadership role in a reputable CPA firm, we’d love to hear from you.
Click "Apply Now" to submit your resume and take the next step in your career!

CAREERXCHANGE® is an Equal Opportunity Employer. For additional opportunities, please visit www.careerxchange.com.

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About West Palm Beach, FL

Dreaming of a career in sunny West Palm Beach, Florida? Look no further! Explore exciting job opportunities in this vibrant area known for its luxurious beaches, upscale shopping at Worth Avenue, lively Clematis Street nightlife, and beautiful waterfront views along the Intracoastal Waterway. With a mix of cultural attractions like the Norton Museum of Art, The Kravis Center for the Performing Arts, and the trendy food scene featuring fresh seafood and farm-to-table dining, West Palm Beach offers a unique blend of work and play. Discover growth opportunities and a thriving community that will inspire you to take your career to new heights in this enchanting city. Embrace the charm of West Palm Beach as you browse through our job listings and start your journey today!