Client Manager

Key Responsibilities

• Conduct client meetings based on the meeting schedule included in client’s Practice Service Package (in client’s office/company office, remotely and by phone) to organize and review their accounting and tax documents and to provide meaningful tax and business guidance and planning.
• Review and finalize entity and 1040 tax returns for practice owner clients.
• Collaborate on the successful completion of various annual financial and practice management reports completed for healthcare practice clients, including our annual Overhead and Fee Analysis.
• Provide guidance, set up and maintain QuickBooks software for clients, as needed.
• Aid in the development and leadership of Senior Accountants and Bookkeepers; act as a resource to help other Preparers manage client relationships and address clients’ inquiries or issues.
• Help build our healthcare practice business by assisting in marketing and promotional efforts; Represent Earned/Schwartz & Schwartz at various networking and marketing events as needed.
• Maintain ongoing relationships with clients as needed to properly complete accounting and tax preparations and planning.
• Respond to client inquiries in timely and professional manner according to firm policies.
• Review, respond and resolve any IRS or state notices relating to clients.
• Assist with additional tax and accounting work as delegated by partners.

Key Requirements

• CPA or IRS Enrolled Agent designation
• Bachelor’s degree in accounting, taxation, or finance
• 5-7 years of experience reviewing individual 1040 and entity tax returns, financial statements and general accounting experience for HNW clients
• Strong background in corporate taxation, specifically S-Corporations, and knowledge of their related basis issues
• Leadership experience with a strong desire to mentor
• Strong desire to work with a specific niche clientele of medical professionals and dentists and ability to learn the intricacies and specific tax related issues of these businesses/professions
• Demonstrated experience working with tax software, specifically UltraTax beneficial
• Experience working with QuickBooks software, including QuickBooks Online
• Exceptional attention to detail
• Demonstrated ability to deliver exceptional and professional client service
• Superior interpersonal, communication and leadership skills with the ability to work directly with clients
• Desire to work in a team environment and grow with the firm