What are the responsibilities and job description for the Advisory & Tax Client Manager position at RWM & Company?
At RWM & Company, people matter most. We're a growing advisory and tax firm looking for an Advisory & Tax Client Manager with a strong background in both tax and accounting advisory, and a genuine interest in using AI and technology to deliver exceptional client service.
We live by five core values:
- Gratitude — Focus on the good and be thankful every day.
- Rise — Strive for excellence and take ownership.
- Excellence — Deliver customer bliss through superior service.
- Accountability — Own our words, actions, and results.
- Teamwork — Together we are stronger.
The Role
As Advisory & Tax Client Manager, you'll serve as the primary point of contact for a portfolio of small business owners and high-net-worth individuals, delivering both Tax Advisory Services (TAS) and Client Accounting Advisory Services (CAAS). You'll use AI tools to work more efficiently and surface insights for clients, while supervising junior staff and leading client-facing meetings.
Key Responsibilities
Tax
- Prepare and review individual and business tax returns for accuracy and compliance
- Provide tax planning and advisory services, including entity structure guidance, tax-saving strategies, and estimated tax planning
- Stay current on tax law changes and apply them to client situations
Accounting Advisory
- Manage monthly and quarterly bookkeeping engagements: review financial statements, ensure proper accounting treatment, and identify trends and issues
- Interpret financial data and provide actionable recommendations
- Research and suggest additional services that add value to client businesses
Client & Team Leadership
- Serve as primary point of contact for assigned clients, building strong relationships that drive satisfaction and loyalty
- Lead client meetings for tax planning, accounting strategy, and implementation
- Supervise and review the work of junior staff (tax preparers/associates)
- Resolve complex tax and accounting issues independently
- Collaborate with the broader team to ensure a cohesive client experience and support process improvements
What You Bring
- 5 years of experience in public accounting, with a focus on both tax preparation and accounting advisory
- CPA, EA, or a tax-focused advanced degree (LLM/JD)
- Bachelor's degree in accounting, finance, or a related field
- Proficiency with accounting software (e.g., QuickBooks) and a genuine interest in applying AI/technology to improve client service
- Ability to work from our New Bloomfield and/or Wormselyburg office at least 2 days/week
Benefits
- Generous PTO
- Retirement plan with company contributions
- Medical, dental, and vision insurance
- Continuing education and career development support
- A team environment built around our core values
Our Hiring Process
We aim to move efficiently and keep you informed at every stage:
- Prescreen call (30 min)
- In-depth interview (60 min)
- Final interview and offer discussion (30 min)
If this sounds like your kind of work, we'd love to hear from you — apply today.
Salary : $85,000 - $115,000