Client Account Manager

Client Account Manager

Location:Dallas-Fort Worth Metro Area

Employment Type:Full-Time

Schedule:Monday to Friday, regular business hours

Salary:$80,000 per year (BOE)

About the Role

A well-established and rapidly expanding advisory firm specializing in tax and accounting services is seeking a skilled Client Account Manager to lead a team of professionals responsible for client fulfillment, compliance, and strategic advisement. This role is ideal for someone who excels at managing teams, overseeing client accounts, and driving process improvements in a high-performance environment.

Responsibilities

• Manage and deepen relationships with existing clients, serving as a key point of contact for service delivery
• Lead a team of tax and accounting professionals, including oversight of daily operations, workflow, and capacity planning
• Ensure timely and accurate completion of tax filings and financial reporting in compliance with federal, state, and local regulations
• Review tax and accounting deliverables for quality, accuracy, and adherence to firm standards
• Stay current on changes in tax laws and implement necessary process adjustments
• Coordinate communication between clients and internal technical staff
• Support client advisory efforts by identifying service opportunities and areas for optimization
• Oversee training and professional development within the assigned team
• Manage internal reporting, budgeting, and performance tracking for assigned accounts
• Monitor risk exposure and ensure appropriate mitigation strategies are in place
• Participate in firm-wide planning, client meetings, and strategic discussions

Qualifications

• Bachelor’s degree in Accounting, Finance, or Business-related field
• CPA or EA designation required
• Minimum 5 years of professional experience in accounting or tax
• Experience managing teams and overseeing multiple client accounts
• Strong knowledge of accounting principles, tax compliance, and corporate finance
• Proficiency in accounting software and Microsoft Office (Word, Excel, PowerPoint)
• Demonstrated ability to meet deadlines, manage competing priorities, and communicate effectively

Preferred Qualifications

• Experience with international accounting or audit
• Strong business acumen and ability to identify growth opportunities within existing accounts
• Interest in continuous learning and staying current with industry changes