Advisory & Tax Client Manager

Job overview

The Advisory & Tax Client Manager role is based in Lemoyne, PA, with work from the New Bloomfield and/or Wormselyburg office required at least two days per week. Compensation is not specified. RWM & Company is a growing advisory and tax firm that emphasizes client service, technology, and its stated core values. The manager serves as the primary contact for a portfolio of small business owners and high-net-worth individuals, delivering tax and accounting advisory services. The role leads client meetings, prepares and reviews complex returns and financial statements, uses AI and accounting tools to improve workflows, and coaches junior staff.

What you'll do

• Manage a portfolio of tax and advisory clients
• lead tax planning and accounting strategy meetings
• prepare and review complex tax returns and financial statements
• use and improve accounting and AI tools
• identify automation opportunities
• review work and develop junior staff.

What we're looking for

Skills & competencies

advisory & tax client manager

lemoyne pa

rwm & company

tax advisory

client accounting advisory

small business clients

high-net-worth individuals

tax returns

ai tools

quickbooks online

staff coaching

hybrid office requirement

Work arrangement

• Weekend coverage required

Benefits & perks

• Generous paid time off
• retirement plan with company contributions
• medical, dental, and vision insurance
• continuing education and career development support.

Why this role

The role combines tax advisory, client accounting advisory, senior-level production and review, AI-enabled workflow improvement, and team development.

About the employer

RWM & Company is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.