Tax Relationship Manager - Remote
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BeachFleischman
Berwyn, IL, US
Summary
The Tax Relationship Manager is responsible for cultivating client relationships, driving business growth, and identifying revenue opportunities. Additionally, the role involves mentoring staff and maintaining an active presence in the community through board memberships and events.
Job Description
Our team is growing!
We are seeking a proactive and self-motivated Tax Relationship Manager to join our Tax team.
BeachFleischman is Arizona's largest locally-owned public accounting firm and one of the Top 200 largest CPA firms in the United States. With offices in Las Vegas, Nevada, as well as Nogales, Phoenix, and Tucson, Arizona, we provide comprehensive accounting, assurance, tax, and advisory services domestic and international businesses, organizations, and entrepreneurs.
Position Overview
The Tax Relationship Manager will cultivate and strengthen client relationships while driving business growth. This is an external and internal-facing role. In addition to managing client relationships, this person will mentor staff, actively participate in the community, and identify opportunities for revenue generation.
Essential Duties and Responsibilities
- Communicate with existing clients and prospects via email, telephone and video calls and meetings.
- Actively manage and grow existing and new client relationships.
- Communicate effectively with clients to resolve concerns in a timely manner.
- Strengthen client relationships through regular contact, including lunches, dinners, and activities.
- Manage client relationships and billing run while collaborating with mentors/department heads to ensure appropriate fee structures.
- Identify and capitalize on opportunities for revenue growth.
- Demonstrate a strong understanding of the business environment and client needs.
- Accept and transition new client relationships seamlessly as part of succession planning.
- Represent the company with confidence and professionalism at external events.
- Actively mentor, coach, and develop staff, fostering growth and collaboration.
- Involve team members in client meetings, lunches, and community events to support their professional development.
- Commit to at least 15 hours per month of community involvement, including participation on at least one community board or committee outside of the firm.
Knowledge, Skills and Abilities
- Demonstrate strategic problem-solving abilities and identify technical issues outside of core expertise.
- Stay proactive in understanding emerging trends in taxation and the business environment.
Qualifications
- CPA required.
- Bachelor's degree in Accounting or equivalent degree as determined by the management committee, required.
- Master's degree in Accounting or Taxation preferred.
- 6 to 9 years of experience in public accounting.
- Current and in-depth knowledge of relevant tax laws, rules and regulations.
- Ability to analyze financial and tax data, tax research, and legal documents in order to make decisions on appropriate course of action.
- Proven experience in client relationship management and business development.
- Strong leadership, communication, and problem-solving skills.
- Ability to engage with clients and teams both professionally and confidently.
- Passion for mentoring staff and contributing to the local community.
We proudly offer competitive compensation, a comprehensive benefits package that supports your overall well-being, career development opportunities, and much more. Learn more by visiting our Careers Page.
BeachFleischman was formed in 1990 and has grown to be the largest locally-owned CPA firm in Arizona and a “Top 200” largest CPA firm in the United States. Our professionals provide a diverse range of accounting, assurance, tax and advisory services to over 7,100 private enterprises, nonprofit organizations, governmental entities, and entrepreneurs located across the U.S. and globally.
As accountants and advisors, BeachFleischman delivers beyond the routine. We work with a wide range of industries and people, so we bring a variety of perspectives. From planning to implementation, our agility and expertise help empower entrepreneurs with the ability to take their business to the next level. We provide short-term solutions and build long-term personal partnerships that make all the difference in day-to-day operations.
Our industry experience includes:
Cannabis
Construction
Financial & Professional Services
Healthcare
Manufacturing
Nonprofit
Real Estate
Restaurant
Technology
Founded
1990
Company size
51-200 employees
Industry
Accounting
Org type
Privately Held
Headquarters
Tucson, AZ
BeachFleischman was formed in 1990 and has grown to be the largest locally-owned CPA firm in Arizona and a “Top 200” largest CPA firm in the United States. Our professionals provide a diverse range of accounting, assurance, tax and advisory services to over 7,100 private enterprises, nonprofit organizations, governmental entities, and entrepreneurs located across the U.S. and globally.
As accountants and advisors, BeachFleischman delivers beyond the routine. We work with a wide range of industries and people, so we bring a variety of perspectives. From planning to implementation, our agility and expertise help empower entrepreneurs with the ability to take their business to the next level. We provide short-term solutions and build long-term personal partnerships that make all the difference in day-to-day operations.
Our industry experience includes:
Cannabis
Construction
Financial & Professional Services
Healthcare
Manufacturing
Nonprofit
Real Estate
Restaurant
Technology
Founded
1990
Company size
51-200 employees
Industry
Accounting
Org type
Privately Held
Headquarters
Tucson, AZ