Account Manager

Description:

Kelly is seeking an Account Manager to join a start-up venture partnered with an established organization in the business development and personal growth sector. This is a direct hire opportunity where the Account Manager will play a key role in building and maintaining client relationships, ensuring satisfaction, and supporting business growth.

Responsibilities:

• Develop and maintain strong relationships with clients, acting as the primary point of contact for tax-related matters.

• Assist and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.

• Conduct tax research and stay updated on tax laws and regulations.

• Coordinate with clients to gather documentation for accurate and timely tax filings.

• Ensure compliance with tax regulations and maintain accurate tax-related records.

• Collaborate with internal teams to provide comprehensive financial solutions.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field (preferred).

• 2 years of experience in tax accounting or account management (preferred).

• Strong knowledge of federal, state, and local tax laws.

• Excellent analytical and problem-solving skills.

• Strong written and verbal communication skills.

• Ability to manage multiple client accounts and meet deadlines.

• Proficiency with tax software and the Microsoft Suite.

• High level of professionalism and ethical standards.

Benefits:

• Healthcare, vision, and dental insurance with company contributions.

• HSA & FSA.

• Long-term disability insurance covered by the company.

• Life insurance.

• PTO and paid holidays.