CPA or EA Client Manager Long Beach Office

Client Manager  - CPA or EA license 

About the Role:

Our mission is to deliver high-integrity, relationship-driven tax services with a personalized touch. As a Client Manager in our Long Beach office, your role centers around creating a seamless, supportive experience for our clients many of whom have trusted us for years. This is not just an administrative position it's a relationship role for someone who is empathetic, responsive, and deeply organized.

You will be the face and voice of the firm to your assigned clients, guiding them through each phase of their tax journey, from document collection to post-filing follow-up.

What You'll Do:

• Own the Client Relationship:
  Serve as the main point of contact for your assigned clients. You'll respond to inquiries, provide updates, and ensure no question goes unanswered.

• Coordinate Tax Workflows:
  Oversee each clients tax preparation process, gather documents, follow up on missing items, communicate deadlines, and ensure timely filing. You'll work closely with our tax team to keep returns moving efficiently.

• Ensure Client Clarity and Closure:
  After tax returns are complete, follow up to confirm that clients fully understand their results and have no lingering concerns. Arrange final delivery or pickup with warmth and professionalism.

• Use Our Tools Effectively:
  Work within secure business digital eco-system, our client communication and task management platform, to track tasks, requests, and client touchpoints. You may also interact with Lacerte, Gusto, or other systems.

• Be a Steward of the Client Experience:
  Your role is to make clients feel confident and cared for. We pride ourselves on proactive communication, clarity, and kindness.

Ideal Candidate:

• Excellent communication and relationship-building skills

• Professional, warm, and detail-oriented

• Prior experience in tax, accounting, or professional services is required

• Able to work independently while collaborating closely with a remote team

• Familiarity with Liscio, Lacerte, Drake, QuickBooks, ProConnect, or Gusto is a plus

• Located in or near Long Beach, CA and available to work in-office

Why ?
We are a boutique tax firm with a loyal client base and a commitment to ethical, high-quality service. We believe in thoughtful conversations, mutual respect, and the power of proactive communication.