Client Manager

In a profession that's becoming increasingly automated, we believe relationships matter more—not less. That's why we've spent over 40 years combining modern technology with genuinely personal service. Our clients rely on us not just for financial statements, payroll and tax returns, but for advice, strategy, and someone who understands where they're trying to go.

Behind the scenes, we're constantly building better systems, improving processes, and finding smarter ways to work so our team can spend less time on repetitive tasks and more time solving interesting problems.

What You’ll Do

This isn't the kind of role where every day looks the same.

You’ll work directly with business owners, become someone they trust, and help them through everything from routine year-ends to the occasional I have a situation... phone call.

Some of what you’ll be doing:

• Manage a portfolio of privately owned businesses...