Senior Client Manager

Senior Client Manager

Leadership Roles and Responsibilities:

• Your major role is to look after A and B and class clients, servicing them in all areas of taxation advice and business advisory services.
• You will be required to meet the firm's sales goals, but empowered to do so. 
• You should have 5 years experience working in tax and business advisory and 5 years working as a Manager or Minder.
• You will help and train your Assistant Client Manager with interpersonal and selling skills
• You will work with your Senior Production Manager, helping them finalize jobs and tasks.
• You will train and review the work handed to you by your Assistant Client Manager and Senior Production Manager.
• You will train and develop the technical skills of your direct reports helping and teaching them with all aspects of financial statement preparation, tax return preparation, bookkeeping, and payroll processing.
• The position requires you to report to the CEO
• Your role is to review your teams work and ensure it for quality and have tasks and jobs done.
• In this regard be task driven but also have an ability to work with other accountants and bookkeepers, helping and guiding then technically.
• Resolution Dept: Be POA, Call IRS and FTB We have a Tax Case Manager that prepares the case. We have a tax team that prepares returns. Review letters created for penalty abatement, respond to notices, sign letters if you approve of them
• Meet with new prospects, discover what they need, and prepare a proposal; We have a sales process that involves up to 12 follow-ups performed by someone else; Look for opportunities for tax planning notify Stephanie to prepare and conduct a Tax Discovery Session
• Schedule permitting: Attend Internal meetings on Zoom, which include 15-minute huddle ( remove obstacles that team members experience), Monthly Team Engagement Meetings (fun), Training Meetings, Continuing Education, Seminars, and Conferences.
• Profile on the Tax Prose website
• Optional be a part of webinars and videos for the public
• Adopt and support the Wize model of firm management and team structure
• Respond to emails and tax dome messages: Higher-level questions and concerns from clients
• You will be required to see clients face-to face to help our client with:   strategic client meetings,  client software selection,  business mentoring and strategic tax planning and structuring advice

Team Work

Training and helping other Accountants and Bookkeepers on your team both in the US and in the Philippines

Conducting your team members monthly and annual performance reviews. This includes all your team members.

Soft skills

• You are required to have a high level of interpersonal or selling skills in this role.
• You should be a good leader, results and outcomes driven but with great people skills.
• You should have the ability to be an excellent communicator of complex technical information.
• You are a natural people person and love working with and dealing with clients problems.

Technical Requirements

• The successful applicant needs a very high level of technical knowledge and an ability to apply it to finalize Jobs for clients.
• The CPA or EA qualification; MST is preferred but not required
• Preparing Individual Income Tax Returns with and without Rental Properties
• Preparing Tax Planning Figures and Analysis

Preparing Financial Statements and Tax Returns for:

•  Sole Proprietors
•  Partnerships
• S-Corp
• C- Corp
• Partnerships

Use of the following software

•  QuickBooks
•  Tax Dome
  
•  Ultra Tax
• Lacerte

• Detailed Technical Knowledge Requirements:
  

•  Small Business advice
•  Non-Small Business advice
•  Depreciation rules
•  Calculation on the Sale of Property
• Tax minimization strategies

Accountabilities:

Professional Development:

It is recommended that you stay abreast of new technologies and taxation laws through continuing education.

Performance Appraisals:

You will have a six monthly performance review, identifying your strengths and area for improvement. Salary will be formally reviewed annually, along with the opportunity for you to provide feedback to improve your position and the firm.

If you are a committed, hard-working person who is seeking work-life balance, then please Apply Now!

Benefits:

• Please inquire

About Tax Prose

Tax Prose Inc. is proud to be an equal opportunity workplace and affirmative-action employer. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. Watch this short video to learn more about the Firm