SR. TAX CLIENT MANAGER

Custom Accounting CPA

Certified Public Accountant & Business Advisor · customaccountingcpa.com

SR. TAX CLIENT MANAGER

ABOUT YOU

You are the person clients trust with their most important financial decisions.

You have spent years in the accounting and tax world, and you have developed something most technical professionals never do: the ability to translate complex strategies into clear, confident advice that clients can act on. You don't just prepare returns — you think ahead, you plan proactively, and you treat every client's financial situation as if it were your own.

You are equally comfortable in the details of a tax return and in a strategic advisory conversation with a business owner or high-net-worth individual. You hold yourself to a high standard. You are organized, self-directed, and emotionally intelligent enough to earn long-term client trust.

You want to work somewhere that values doing things the right way — a firm where excellence is expected, where your contributions are recognized, and where there is genuine room to grow.

If that describes the professional you have become, we want to hear from you.

WHO WE ARE

We don't file returns. We change financial outcomes.

Custom Accounting CPA is a nationally operating CPA and business advisory firm with 17 years of experience serving clients across all 50 states. We are not a reactive tax shop. We are proactive advisors who work year-round to reduce tax burdens, protect wealth, and help our clients make better financial decisions.

We specialize in strategic tax planning and advisory for small business owners and high-net-worth individuals. Our team is experienced, highly trained, and deeply committed to delivering outcomes that genuinely matter to the people who trust us. We are 100% virtual and operate on a modern, paperless technology stack.

Our clients stay because the results are real. Our team stays because the culture is worth it.

THE OPPORTUNITY

A senior role at the heart of our client relationships.

As Sr. Tax Client Manager, you are the primary advisor for a portfolio of clients. You own the relationship, lead strategic tax planning conversations, and ensure that every engagement is delivered at the standard our clients expect and deserve.

This is not a data-entry position or a compliance-only role. It is a senior advisory position for someone who is ready to lead client relationships, apply technical expertise to real-world planning scenarios, and grow with a firm that is building something meaningful.

In 12 months, the right person has a full client portfolio, strong client retention, and a compensation package that reflects the value they deliver — including base salary, performance bonus, and profit share.

From $75,000 per year · Bonus opportunities · Profit share · Fully remote

THE ROLE

The Sr. Tax Client Manager leads strategic client engagements and proactive tax planning across a dedicated client portfolio. You work closely with firm leadership and collaborate with a high-caliber team of professionals who hold each other to a high standard.

Client Advisory & Tax Planning

• Lead strategic client meetings and deliver proactive tax planning and structuring advice

• Prepare and review individual and business tax returns to a high standard of accuracy

• Develop and implement tax reduction strategies tailored to each client's unique situation

• Review financial statements and identify tax planning opportunities throughout the year

• Provide clear, confident guidance that clients can understand and act on

Client Relationship Management

• Manage a full portfolio of clients as the primary point of contact and trusted advisor

• Build strong, lasting client relationships through proactive communication and follow-through

• Ensure every client interaction reflects the professionalism and care our firm is known for

• Identify opportunities to deepen advisory relationships and expand client value over time

Operations & Collaboration

• Work within our 100% virtual, paperless environment using our technology stack efficiently

• Collaborate with senior team members to finalize complex engagements and deliver client outcomes

• Maintain meticulous documentation and uphold firm standards for quality and compliance

• Participate in ongoing professional development and firm-wide training

WHAT YOU'LL BRING

• 2+ years of experience in tax preparation and review — individual and business returns

• Demonstrated ability to lead client-facing advisory conversations with confidence and clarity

• Strong technical knowledge of tax law, planning strategies, and financial statements

• Relevant degree in Accounting; CPA or EA designation is a plus

• High emotional intelligence — you build trust naturally and handle sensitive conversations well

• Exceptional attention to detail with the ability to prioritize and manage a full client workload

• Comfortable in a fully virtual, technology-driven environment — you adapt quickly and work independently

• A track record that demonstrates excellence, not just experience

WHAT WE OFFER

• Competitive base salary from $75,000 per year, commensurate with experience

• Performance bonus and profit share opportunity

• Fully remote — work from home with the freedom to manage your own schedule

• Flexible schedule, generous vacation, and no overtime even during tax season

• Full training provided; company-paid professional development support

• A team of intelligent, driven professionals who hold each other to a high standard

• Significant room for growth within a fast-growing, forward-thinking firm

IMPORTANT

We conduct background checks and may request a video cover letter and personality assessment as part of our selection process. Candidates who are not willing to complete these steps will not be considered.

This position requires a genuine, demonstrable track record in accounting. Please do not apply if you do not meet the experience requirements.