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.