ATTENTION: To be considered for this position, submit your application via this link: bit.ly/customaccountingcpa Otherwise, your application will NOT be reviewed
SR TAX CLIENT MANAGER WITH PROFIT SHARE OPPORTUNITY 100% REMOTE
Custom Accounting CPA seeking a Full or Part Time Sr Tax Client Manager for our NYC CPA office. We are 15 years in business and specialize in Tax Planning for SMALL BUSINESSES & HIGH NET WORTH INDIVIDUALS.
We want excellence motivated, results and outcomes driven, a natural people person, fast learner top talent for our CPA firm!
BENEFIT PACKAGE:
- Work From Home - if you Can Meet Established Performance Metrics, you Have the Freedom to Manage Yourself!
- Be Part of Cutting-Edge CPA Firm. Our Team is Filled with INTELLIGENT GO GETTERS!
- Extremely Competitive Pay and Bonus Structure. If you Thrive, you will be Generously Rewarded!
- Flexible Schedule, Generous Vacation & Holidays.
- Full Training will be Provided by your Senior Client Manager
DO NOT APPLY IF:
- This is the 50th Ad you've Applied for without Having Experience. We Need a Successful Track Record in Accounting
- This is Not Only your Career Path, or you are Hopping Around in Short-Term or Temp Positions
- You Struggle with Technology. We are 100% Virtual & Paperless and are Constantly Expanding our Tech Stack
- If you won't Submit for Background Check, Video Cover Letter or Personality Testing
ABOUT THE POSITION & SKILLS REQUIRED:
- Assist with Strategic Client Meetings, Tax Planning and Structuring Advice
- A High Level of Interpersonal Skills and Emotional Intelligence
- Technical Knowledge and an Ability to Apply it to Finalize Jobs for Clients
- Experience Preparing Tax Returns, Financial Statements, and Tax Planning Analysis
- Relevant Degree in Accountancy. CPA or EA are a plus
- High Attention to Detail, Ability to Prioritize your Work and Eventually Manage a Full Set of Clients
DO NOT call or send your resume via email. Instead, please submit your application via this link: bit.ly/customaccountingcpa and select the ASSISTANT CLIENT MANAGER (New York, New York) position from the Job Opening drop-down menu to be considered. Follow the instructions PRECISELY. TOP CANDIDATES WILL BE REQUESTED TO PROVIDE A VIDEO COVER LETTER
For more information about our company, please visit our web site at http://www.customaccountingcpa.com. We are an equal opportunity employer.
Job Types: Full-time, Part-time, Contract
Pay: From $65,000.00 per year
Expected hours: 20 – 40 per week
Benefits:
- Flexible schedule
- Paid time off
Experience level:
- 10 years
- 2 years
- 3 years
- 4 years
- 5 years
- 6 years
- 7 years
- 8 years
- 9 years
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
Travel requirement:
Application Question(s):
- Do you have experience in client-facing roles, such as providing advisory services, conducting client meetings, and fostering client relationships?
- Have you been previously engaged in tax planning activities for the clients?
Experience:
- Tax Preparation: 2 years (Required)
Work Location: Remote