Relationship Manager

About the role

McGuire Sponsel is a national specialty tax and advisory consulting firm founded in 2007. We serve more than 500 CPA and real estate firms across the country, and are recognized for combining our technical expertise with exceptional client service. With five offices throughout the United States: Indianapolis (HQ), Atlanta, Dallas, Phoenix, and Detroit, we are a rapidly-growing consulting firm and pride ourselves on finding and cultivating the best talent!

Responsibilities

• Cultivate and maintain strong, long-term relationships with strategic alliance partners (CPA firms, financial professionals, and other referral sources within the McGuire Sponsel Alliance Network).
• Serve as the primary point of contact for assigned partners, ensuring consistent engagement, support, and alignment with McGuire Sponsel’s specialty tax service offerings.
• Conduct regular check-ins and strategic planning sessions with partners to understand their evolving needs and identify growth opportunities.
• Collaborate with internal subject matter experts to deliver tailored solutions, insights, and resources that support partner success.
• Educate alliance members and their clients on McGuire Sponsel’s core service lines (R&D Tax Credit, Cost Segregation, Global Business Services, Property Tax, and Location Advisory Credits & Incentives) through presentations, webinars, round tables, and one-on-one consultations.
• Support business development initiatives by identifying and onboarding new alliance partners that align with the firm’s values and service capabilities.
• Maintain accurate records of partner interactions, pipeline activities, and follow-up actions using CRM tools and reporting systems.
• Represent McGuire Sponsel at industry conferences, partner events, and networking opportunities to strengthen brand presence and build new relationships.
• Monitor relationship performance metrics and partner engagement trends, leveraging data to drive continuous improvement and strategic outreach.
• Act as a liaison between partners and internal teams, ensuring smooth coordination of service delivery and communication.

Qualifications

• Bachelor’s degree in accounting, marketing, business, or a related field.
• 3+ years of B2B selling experience, preferably in professional services.
• Strong communications, organizational, and people skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple projects in a fast-paced, deadline-driven environment.
• Strong interpersonal skills and comfort in client-facing situations.
• Proficiency in Microsoft Suite.
• Valid U.S. driver’s license and reliable transportation.
• Ability to travel up to 40% independently or with a team to CPA firms in the given U.S. territory.

Benefits & Perks

• Health, dental, & vision insurance
• Pet Wellness (Wagmo)
• Voluntary STD benefits and company-paid LTD
• Flexible Spending Accounts and Health Savings Accounts
• Life and Accidental Death & Dismemberment Insurance
• Savings Marketplace – discounts on hotels, flights, movie tickets, electronics and more
• 401(k) with employer match
• 4 weeks of PTO
• 9 paid holidays & Summer Fridays
• Wellness programs
• Professional development opportunities
• Team-building events and social outings
• Clear career path and advancement opportunities

EEO Statement

We are an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.