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Client Advisory Manager

Kaizen CPAs + Advisors

Antioch

Not Disclosed

5 - 8 Years

Full Time - Permanent

Views:14

Applicants:0

Posted on 2 Sep, 2026

In Office

Job Description | Responsibilities

  • Client Leadership: Manage a book of 50+ clients, providing them with expert tax advice, quarterly planning, and ongoing business development.
  • Team Collaboration: Lead and mentor a team of staff accountants and junior managers to ensure timely, accurate deliverables and seamless client service.
  • Tax Expertise: Prepare, review, and finalize personal, corporate, and partnership tax returns while staying up to date with tax laws.

Overview

  • Industry - ACCOUNTING / ACCOUNTANT FIRM
  • Job Role - Other
  • Employment type - Full Time - Permanent
  • Work Mode - In Office

Qualifications

  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization

Job Related Keywords

Wealth Management Client Advisory Manager Client Advisory
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