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Investment Fund Manager
Antioch, CA

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Kaizen CPAs + Advisors

Client Advisory Manager

Pay: Not specified
Posted: 7 weeks ago
Location: Antioch, CA (Onsite)
Last Updated: 3 weeks ago
Hours: Full-Time
Expires: 10/30/2026
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Job Description

Client Leadership:
Manage a book of 50+ clients, providing them with expert tax advice, quarterly planning, and ongoing business development.
Team Collaboration:
Lead and mentor a team of staff accountants and junior managers to ensure timely, accurate deliverables and seamless client service.
Tax Expertise:
Prepare, review, and finalize personal, corporate, and partnership tax returns while staying up to date with tax laws. Overview Industry
  • ACCOUNTING / ACCOUNTANT FIRM
    Job Role
  • Other Employment type
  • Full Time
  • Permanent Work Mode
  • In Office Qualifications Any Graduate
  • Any Specialization Any Post Graduate
  • Any Specialization Any Doctorate
  • Any Specialization Job Related Keywords Wealth Management Client Advisory Manager Client Advisory