Client Manager – Accounting & Tax | Leadership Opportunity

Location: West Palm Beach, FL (Fully Onsite)

Job Type: Full-Time

Are you an experienced accounting professional looking for a leadership role with long-term career growth? This opportunity offers a structured career path, hands-on leadership experience, and a clear partnership track.

About the Role

We are hiring a client manager to oversee accounting, bookkeeping, tax planning, and tax preparation for a portfolio of 75-125 clients. This role requires strong client relationship management, technical accounting expertise, and team leadership skills. With structured training and mentorship, this role provides a pathway to partnership within 3-5 years based on performance and client portfolio growth.

Key Responsibilities

• Serve as the primary point of contact for assigned clients, ensuring exceptional service and smooth transitions.
• Manage bookkeeping, payroll, sales tax, financial statements, and tax compliance, including 1040, 1065, 1120, and 1120S returns.
• Delegate tasks, train bookkeepers, and implement process improvements to enhance workflow efficiency.

Who We’re Looking For

• At least 2 years of experience managing accounting teams and client accounts.
• CPA firm experience is required; private industry backgrounds will not be considered.
• Strong understanding of accounting fundamentals (debits & credits); tax experience is preferred but can be trained.
• Degree in accounting required, or equivalent hands-on experience.
• Excellent communication skills; client interaction is a key part of the role.
• Ability to manage multiple clients, meet deadlines, and ensure high-quality service.

What to Expect

• Onsite role – no remote work available.
• 250+ hours of overtime required during tax season (January – April).
• Overtime beyond 250 hours is compensated at regular hourly pay (not time and a half).
• Comprehensive training program with gradual workload introduction.

Why Join Us?

• Structured mentorship and leadership training
• Clear partnership track after 3-5 years based on performance
• Equity is earned based on client profitability, not purchased

Benefits include:

• 50% healthcare coverage (employee covers family costs)
• 401(k) with a 3% company contribution (even if the employee contributes nothing)
• 15 PTO days, accruing monthly
• 10 company holidays, including:
• Christmas Eve & Christmas Day
• New Year’s Eve & New Year’s Day
• Additional holidays as determined by the firm

Ready to Take the Next Step?

If you’re looking for a leadership role in a growing CPA firm with a clear career path and long-term stability, we’d love to connect.

Apply now or send a message to learn more.

CAREERXCHANGE® is an Equal Opportunity Employer. For additional opportunities, please visit .