Relationship Manager

Career Opportunities with McGuire Sponsel

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McGuire Sponsel is a national specialty tax consulting firm founded in 2007. We serve 500+ CPAs and businesses across the country. We pride ourselves on combining technical expertise with exceptional client service. We have 5 offices throughout the United States:
Indianapolis (HQ), Atlanta, Dallas, Phoenix, & Detroit. We are a rapidly-growing consulting firm and pride ourselves on finding and cultivating the best talent! Read about our GREAT culture below...

• Growth Mindset:
  We embrace challenges as opportunities to learn and evolve. With a deep desire to continuously level up, we approach our work with curiosity, humility, and a willingness to fail forward. Progress is built on iteration, not perfection.
• Relationship Focus:
  We invest in authentic, trusting relationships — with our clients, our teammates, and ourselves. We lead with honesty, communicate openly, and collaborate with intentionality. Strong relationships are our foundation for great work and long-term success.
• Strives for Excellence:
  We hold ourselves to the highest standards of integrity, quality, and intelligence. From strategic thinking to technical execution, we take pride in delivering exceptional work. Excellence is not an outcome — it's a mindset we bring to everything we do.
• Awareness:
  We operate with emotional intelligence and self-awareness, understanding how our actions impact others and the broader team. We’re committed to personal growth, constructive feedback, and leading ourselves before leading others.
• Tenacity:
  We show up with resilience, grit, and determination — especially when the work gets hard. We’re solutions-oriented, driven, and persistent in pursuing the best outcomes for our clients and our team. We don’t give up; we level up.

McGuire Sponsel’s unique business model assists CPA firms with identifying opportunities for their clients. By serving as an extension of our partner CPA firms (also known as our Alliance Network), McGuire Sponsel strengthens client relationships by offering a conservative approach to delivering services that fall outside the traditional practices of local and regional firms. Our efforts have established McGuire Sponsel as a leading technical resource to CPAs, and our Relationship Managers are the face of our brand, driving relationships with our Alliance Network in all 50 states across the US.

Relationship Managers play a critical role in developing new referral sources, expanding market presence, and supporting ongoing client relationship retention. This role is ideal for a relationship-driven professional who enjoys autonomy, collaboration, and strategic market development.

Read more about our Alliance Network here .

Department
:
Business Development
Reports to
:
Director, Alliance Network
Type
:
Full-time, exempt
Compensation
:
Base salary + commission

• Generate new client and referral relationship opportunities across your assigned territory (listed above).
• Collaborate with Firm leadership to develop and execute regional business development strategies.
• Manage the transition of awarded client engagements to appropriate Practice Lines, ensuring a smooth handoff.
• Work with technical leaders to collect, analyze, and qualify client data in preparation for proposals or engagement letters.
• Track new and existing opportunities in the CRM (Salesforce).
• Participate in firmwide marketing initiatives.
• Attend and represent the firm at industry events, tax conferences, networking events, and association meetings.
• Travel to prospective CPA firms to present McGuire Sponsel services and build relationships.
• Gain a strong understanding of McGuire Sponsel’s specialty tax service offerings and communicate them confidently to professional networks.
• Maintain ongoing client relationship management and support.
• Account Planning:
  Effectively plans for territory…