Client Manager, Tax and Accounting

Job overview

The Client Manager, Tax and Accounting works onsite in Woburn, MA. Compensation is not specified; the posting describes a competitive total compensation package. The role serves a portfolio of professional services businesses for a growing, niche-focused firm. The manager leads client relationships and oversees tax, accounting, and bookkeeping services. The position reviews tax returns and financial reports, advises on accounting systems, mentors accounting staff, and supports client planning and business development.

What you'll do

• Serve as primary contact for a client portfolio
• lead client meetings
• review and finalize entity and individual tax returns
• oversee annual financial and practice-management reports
• advise on QuickBooks setup and maintenance
• mentor senior accountants and bookkeepers
• help resolve tax notices
• collaborate on special projects
• participate in marketing and networking as needed
• maintain proactive client communication.

What we're looking for

Skills & competencies

client manager

tax and accounting

client relationships

tax returns

bookkeeping

quickbooks

woburn ma

pivotal talent search

cpa or enrolled agent

5–7 years experience

medical insurance

dental insurance

vision insurance

401(k) 5% match

Work arrangement

• Weekend coverage required

Benefits & perks

• Employer-sponsored medical, dental, and vision insurance
• 401(k) with a 5% company match.

Why this role

Requires a CPA or IRS Enrolled Agent, a bachelor’s degree, and 5–7 years of relevant experience.

About the employer

Pivotal Talent Search is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.