Serve as the senior relationship lead for a curated portfolio of premier clients
Deliver a concierge-level, white-glove experience
Translate complex accounting and tax concepts into clear, confident communication
Anticipate needs by deeply understanding each client’s business and financial landscape
Coordinate seamlessly with internal teams to ensure consistent, high-quality execution
Oversee onboarding and elevate the client journey from day one
Protect the client experience with urgency, discretion, and professionalism
Partner with leadership to continuously refine and elevate service delivery

Have 7+ years in client service or relationship management within a CPA or professional services firm
Have supported sophisticated or high-net-worth clients
Communicate with executive presence and strong judgment
Are highly organized, detail-oriented, and proactive
Hold confidentiality and ethical standards in the highest regard
CPA, MBA, or advanced credentials strongly preferred.

Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Client Service Manager

Key skills