Client Manager

This is a hybrid role that requires 2-3 days in the office within a commutable distance.

Compensation Transparency Salary: $120,000 Plus 10% bonus of fees collected At Earned, we are committed to fair and transparent compensation.

Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level.

Job Summary The Client Manageris responsible formanaging client relationships and deliveringtax services,accounting, andbookkeeping oversightto healthcare practice clients.

This role isfullyclient-facing, oversees a portfolio ofclients, and leads a team of Senior Accountants.

The ideal candidate is experienced, organized, and comfortable taking ownership of both client work and team leadership in a growing firm.

Key Responsibilities Conduct client meetings based on the meeting schedule included in clients Practice Service Package (in clients office/companyoffice, remotely and by phone) to organize and review their accounting and tax documents and to provide meaningful tax and business guidance and planning.

Review and finalizeentity and 1040 tax returns for practice owner clients.

Collaborate on the successful completion of various annual financial and practice management reports completed for healthcare practice clients, including our annual Overhead and Fee Analysis.

Provide guidance, set upandmaintainQuickBooks software for clients, as needed.

Assistin the developmentand leadership ofSeniorAccountants and Bookkeepers;actasresource to help otherPreparers manage client relationships and address clients inquiries or issues.

Help build our healthcare practice business by assistingin marketing and promotional efforts; RepresentEarned/Schwartz & Schwartz at various networking and marketing events as needed.

Maintain ongoing relationships with clients as needed to properly complete accounting and tax preparations and planning.

Respond to client inquiries in timelyand professional manner according to firm policies.

Review, respondand resolve any IRS orstatenotices relating to clients.

Assistwithadditionaltax and accountingwork asdelegated by partners.

Key Requirements CPA or IRS Enrolled Agent designation Bachelors degree in accounting,taxation, orfinance 5-7 years of experiencereviewingindividual 1040 and entity tax returns, financialstatementsandgeneral accounting experiencefor HNW clients Strong background in corporate taxation, specifically S-Corporations, and knowledge of their related basis issues Leadership experience with a strong desireto mentor Strong desireto work with a specific niche clientele of medical professionals and dentists and ability to learn the intricacies and specific tax related issues of these businesses/professions Demonstrated experience working with tax software, specifically UltraTax beneficial Experience working with QuickBooks software, including QuickBooks...