Client Manager

The Client Manager is responsible for managing client relationships and delivering tax services, accounting, and bookkeeping oversight to healthcare practice clients. This role is fully client-facing, oversees a portfolio of clients, and leads a team of Senior Accountants. The ideal candidate is experienced, organized, and comfortable taking ownership of both client work and team leadership in a growing firm.

Key Responsibilities

• Conduct client meetings based on the meeting schedule included in client’s Practice Service Package (in client’s office/company office, remotely and by phone) to organize and review their accounting and tax documents and to provide meaningful tax and business guidance and planning.
• Review and finalize entity and 1040 tax returns for practice owner clients.
• Collaborate on the successful completion of various annual financial and practice management reports completed for healthcare practice clients, including our annual Overhead and Fee Analysis.
• Provide guidance, set up and maintain Quick Books software for clients, as needed.
• Assist in the development and leadership of Senior Accountants and Bookkeepers; act as resource to help other Preparers manage client relationships and address clients’ inquiries or issues.
• Help build our healthcare practice business by assisting in marketing and promotional efforts;
  Represent Earned/Schwartz & Schwartz at various networking and marketing events as needed.
• Maintain ongoing relationships with clients as needed to properly complete accounting and tax preparations and planning.
• Respond to client inquiries in timely and professional manner according to firm policies.
• Review, respond and resolve any IRS or state notices relating to clients.
• Assist with additional tax and accounting work as delegated by partners.

Key Requirements

• Bachelor’s degree in accounting, taxation, or finance
• 5-7 years of experience reviewing individual 1040 and entity tax returns, financial statements and general accounting experience for HNW clients
• Strong background in corporate taxation, specifically S-Corporations, and knowledge of their related basis issues
• Leadership experience with a strong desire to mentor
• Strong desire to work with a specific niche clientele of medical professionals and dentists and ability to learn the intricacies and specific tax related issues of these businesses/professions
• Demonstrated experience working with tax software, specifically Ultra Tax beneficial
• Experience working with Quick Books software, including Quick Books Online
• Exceptional attention to detail
• Demonstrated ability to deliver exceptional and professional client service
• Superior interpersonal, communication and leadership skills with the ability to work directly with clients
• Desire to work in a team environment and grow with the firm
• Employer-sponsored health insurance (medical, dental, vision)