Tax Preparation Relationship Manager

Paradigm Tax Solutions is a forward-thinking tax preparation and planning firm dedicated to delivering personalized solutions and exceptional client service. We pride ourselves on building long-term relationships and creating value for our clients through a combination of expertise and innovative technology.

We are seeking a highly organized, client-focused Relationship Manager to be the backbone of our Avon, CT office. This role combines client relationship ownership, tax preparation, team coordination, and billing oversight. The ideal candidate has tax office experience, strong communication skills, and the ability to manage priorities across CPAs, administrative staff, and clients.

• Serve as first line of client contact and owner of ongoing client relationships.
  
  Should be able to triage and prioritize incoming client communications for CPAs.
• Prepare tax returns manually or using OCR-assisted tools when needed.
• Lead adoption and implementation of new technology and tools.
• Manage billing processes and follow up on outstanding payments.
• Oversee backend tax return workflows, including e-signature coordination and return filing.
• Track client portal uploads and follow up on missing documentation.
• Field and resolve client questions when possible; elevate complex issues to CPAs.
• Manage and mentor administrative staff; oversee phone coverage, CRM usage, and calendar management.
• Assist CPAs with workload prioritization and “manage up” to ensure the correct tasks and issues are being addressed in a timely manner.
• Support ad hoc projects and process-improvement initiatives.

• Prior experience working in a tax or public accounting environment (tax filing familiarity required).
• Proficiency with Microsoft Office (Excel, Outlook, Word, PowerPoint).
• Strong attention to detail, time management, and organizational skills.
• Excellent interpersonal and customer-service skills.
• Team-oriented mindset.

• Experience with tax software (Lacerte a plus).
• Actively pursuing or planning to pursue CPA designation is a plus.

• Competitive salary with flexibility based on experience.
• Health insurance, Dental insurance, 401k match, paid time off, and professional development.
• Supportive team environment with opportunities for growth and increased responsibility.