Job Description

Position: Account Manager – Tax Consulting Services

About Us: We are a dynamic tax consulting firm specializing in R&D tax credits and cost segregation studies. Our mission is to deliver exceptional service and innovative tax solutions to our diverse clientele.

Role Overview: We are seeking a dedicated and personable Account Manager to join our team. This role requires a balance of warmth and professionalism to build strong client relationships while ensuring compliance with tax regulations.

Key Responsibilities:

Client Relationship Management: Develop and maintain strong relationships with clients, acting as their main point of contact to address inquiries, concerns, and feedback.

Communication: Utilize exceptional verbal and written communication skills to convey information clearly and effectively to clients and internal teams.

Account Planning: Collaborate with clients to understand their business objectives and develop strategic account plans to meet their needs.

Data Analysis: Use intermediate Excel skills to analyze client data, track performance metrics, and generate reports that inform decision-making.

Problem-Solving: Identify and resolve client issues promptly, ensuring high levels of client satisfaction and retention.

Cross-Functional Collaboration: Work closely with tax consultants, legal advisors, and other professionals to align client needs with the firm's offerings and ensure comprehensive service delivery.

Required Skills and Qualifications:

Communication Skills: Ability to articulate ideas clearly and effectively, both verbally and in writing, to diverse audiences.

Excel Proficiency: Intermediate skills in Microsoft Excel, including the ability to create and manage spreadsheets, use formulas, and generate reports.

Organizational Skills: Strong ability to manage multiple accounts and tasks efficiently, ensuring timely follow-ups and adherence to deadlines.

Problem-Solving Abilities: Proven track record of identifying issues and implementing effective solutions to meet client needs.

Preferred Qualifications:

Education: A bachelor's degree is preferred. But willingness to learn is also important.

Experience: Previous experience managing multiple projects and clients at the same time is highly desirable. Must be well organized.

Join Us If You Are Looking For A CAREER and Not Just a job!

Professional Growth: Opportunities for continuous learning and career advancement.

Collaborative Environment: Work with a team of experienced professionals dedicated to excellence.

Client Impact: Play a crucial role in delivering valuable tax solutions that make a difference.

If you are a proactive individual with a friendly demeanor and the ability to uphold firm standards, we invite you to apply for this rewarding opportunity.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits: