Relationship Manager

Relationship Manager

McGuire Sponsel is a national specialty tax consulting firm founded in 2007. We serve 500+ CPAs and businesses across the country, combining technical expertise with exceptional client service. We have five offices throughout the United States:
Indianapolis (HQ), Atlanta, Dallas, Phoenix, and Detroit.

• Growth Mindset:
  We embrace challenges as opportunities to learn and evolve, approaching our work with curiosity, humility, and a willingness to fail forward.
• Relationship Focus:
  We invest in authentic, trusting relationships with our clients, teammates, and ourselves, leading with honesty and intentional collaboration.
• Excellence:
  We hold ourselves to the highest standards of integrity, quality, and intelligence, delivering exceptional work and maintaining a mindset of continuous improvement.
• Awareness:
  We operate with emotional intelligence and self‑awareness, understanding how our actions impact others and the broader team, and we commit to personal growth before leading others.
• Tenacity:
  We demonstrate resilience, grit, and determination—especially when the work gets hard—seeking solutions and persistent pursuit of the best outcomes for our clients and team.

Our Relationship Managers serve as the face of McGuire Sponsel, strengthening client relationships by providing a conservative approach to services outside traditional accounting practices. They nurture relationships with CPA partners, helping them identify and capitalize on specialty tax credits, incentives, and savings across diverse industries.

Department:
Business Development

Reports to:

Regional Director, Alliance Network
Type:
Full‑time, exempt
Pay:
Base salary plus commission
Territory: AZ, NV, WA, OR, NM, UT, CA

• Cultivate and maintain long‑term relationships with strategic alliance partners.
• Serve as the primary point of contact, ensuring consistent engagement and alignment with service offerings.
• Conduct regular check‑ins and strategic planning sessions to understand partner needs and identify growth opportunities.
• Collaborate with internal experts to deliver tailored solutions and insights.
• Educate alliance members and their clients on core service lines through presentations, webinars, and consultations.
• Support business development by identifying and onboarding new alliance partners.
• Monitor relationship performance metrics and engagement trends to drive improvement.
• Act as liaison between partners and internal teams for smooth coordination of service delivery.
• Represent McGuire Sponsel at industry conferences and networking events.
• Maintain accurate records in CRM tools and reporting systems.

• Effective Communication:
  Clear presentation of information.
• Emotional Intelligence:
  Recognizing emotions and their effects.
• Account Management:
  Building relationships and qualifying revenue opportunities.
• Account Planning:
  Strategic territory and service line planning.
• CRM Effectiveness:
  Proficiency with Salesforce.
• Networking:
  Building intentional networks.
• Strategic Selling:
  Recommending services based on client needs.

• Bachelor’s degree in accounting, marketing, business, or related field.
• 3+ years of B2B selling experience, preferably in professional services.
• Strong communication, organizational, and people skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple projects in a fast‑paced environment.
• Strong interpersonal skills and client‑facing comfort.
• Proficiency in Microsoft Suite.
• Valid U.S. driver’s license and reliable transportation.
• Ability to travel up to 40% independently or with a team within the specified U.S. territory.
• Preferred but not required: prior tax or accounting experience, familiarity with tax concepts, and consulting or client‑facing experience.

• Health, dental, and 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
• Supplemental benefits (Accident, Cancer, Hospital Indemnity, & Critical Illness)
• Savings Marketplace discounts on hotels, flights, movies, 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
McGuire Sponsel is 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.