Unknown Company

AI-Enabled Tax & Advisory Client Manager

wormleysburg, cumberland county • Posted 3 weeks ago
Onsite Full Time Management & Strategy

RWM & Company in the New Bloomfield/Wormselyburg area seeks an Advisory & Tax Client Manager with a strong background in tax and accounting advisory. You’ll serve as the primary contact for a portfolio of small business owners and high-net-worth individuals, using AI tools to surface insights and improve service.

The role balances hands-on production with portfolio leadership, including leading client meetings, reviewing complex returns, coaching staff, and helping build an AI-enabled firm.

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

This position is listed as full time and onsite.

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