Tax Advisor (Client Manager)

Tax Advisor (Client Relationship Manager)

Kaysville, UT Full-Time Hybrid $120,000 - $200,000 /yr

We are a midsize firm of about 50 employees with a national client book. We offer tax, accounting, and audit/assurance services to individuals and businesses across the US. We work with an even mix of for profit and non-profit entities and see a wide range of industries. On the for-profit side of the clients we see a lot of construction, real estate, manufacturing, service industry, and tech. We offer a large suite of benefits including a fully remote schedule (over 25% of the firm is already fully remote around the US), employer paid medical, dental, & vision plans for families, 401k w/ 6% match, annual bonuses, above market PTO, and paid sabbaticals, and more. This role is more of a mentorship role for candidates of all experience levels. This position is joining a team to teach you how to be an overarching business and financial advisor. While it is a tax centric role, as most problems, questions, concerns of the clients will start in the tax arena it may branch over into many other public accounting and financial arenas. In this role you will learn to be a Swiss army knife of public accounting.

What You Need

• 5+ Years of public accounting experience
• Tax Centric Background with knowledge of other public accounting areas
• Active CPA
• Strong Entrepreneurial Background
• Strong Technical Ability in Tax Compliance
• Desire to grow/managing a robust book of business

What You Will Be Doing

• Act as the primary client contact for a portfolio of high-net-worth individuals and privately held businesses.
• Manage all tax compliance deadlines, ensuring timely, accurate filings and smooth workflow coordination.
• Drive client satisfaction through proactive communication, issue resolution, and consistent relationship management.
• Identify tax planning opportunities and recommend strategies that support client financial goals.
• Spot and pursue service expansion opportunities, aligning client needs with additional firm offerings.
• Review tax work products and oversee engagement execution to maintain quality and accuracy.
• Monitor engagement economics, including budgeting, billing, and forecasting.
• Lead periodic client meetings to review tax positions, upcoming deadlines, and planning strategies.
• Collaborate with partners on client growth strategies and business development initiatives.
• Stay current on tax law changes to provide informed, forward-looking guidance.

Benefits

Base Salary of $120,000 to $200,000

• Annual bonus opportunities
• 401(k) company match dollar-for-dollar on your first 6% into the plan
• 100% company funded family health insurance premiums
• 100% company funded dental insurance premiums
• Annual company funded HSA contributions
• 100% company funded long and short-term disability policies
• Ample paid-time off and holidays
• Every 5-year employment milestone with the firm, you will enjoy a paid sabbatical with $10,000 company funded travel costs

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.