Advisory & Tax Client Manager

Job overview

The Advisory & Tax Client Manager is an onsite role based in New Bloomfield, PA, with compensation not specified. This position supports the advisory and tax team at RWM & Company by managing client portfolios. The role exists to serve as a trusted advisor for small business owners, lead tax and accounting strategy meetings, and leverage AI tools to improve service efficiency and quality.

What we're looking for

Skills & competencies

full-time

day shift

new bloomfield pa

tax manager

advisory

accounting

cpa

client management

onsite

ai-enabled

Work arrangement

• Weekend coverage required

Benefits & perks

• Generous PTO, Retirement plan, Medical, dental, and vision insurance, Continuing education support

About the employer

RWM & Company is hiring for this role. Industry: Tax Preparation Services. Sector: 54.