Unknown Company

AI-Enabled Tax & Advisory Client Manager

bloomfield township, pa • Posted 4 weeks ago
Onsite Full Time Management & Strategy

RWM & Company is seeking an Advisory & Tax Client Manager to serve a portfolio of small business owners and high-net-worth individuals, delivering Tax Advisory Services and CAAS. You will use AI tools to enhance client service, supervise junior staff, and lead client-facing meetings.

Role splits between hands-on production and portfolio leadership, with opportunities to shape AI-enabled tax workflows and drive high-quality outcomes for clients.

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AI-Enabled Tax & Advisory Client Manager in bloomfield township at Unknown Company

This position is listed as full time and onsite.

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