Find & Apply For Tax Manager Jobs in Temecula, California

A growing CPA firm in Temecula looking for an entry level Client Account Manager to join our team. We are looking for someone who enjoys working directly with clients, is highly organized, and has an interest and background in accounting and tax who wants to develop a long-term career with a local accounting firm. The Client Account Manager will serve as a primary point of contact for clients and will help coordinate their tax, accounting, bookkeeping, payroll, and business compliance needs. The goal is to know our clients, understand their businesses, anticipate what they need and make sure deadlines and requests are handled properly and on time. Responsibilities Serve as a primary point of contact for individual and business clients Develop and maintain strong, professional relationships with clients Learn each client's business, accounting needs, tax situation, and annual filing requirements Monitor tax, payroll, accounting, and business filing deadlines Proactively communicate with clients regarding upcoming deadlines and required documents Coordinate tax return preparation and other services with the CPA and accounting team Follow up with clients for missing documents, information, signatures, payments, and approvals Assist clients with tax notices, correspondence, and general accounting or business questions Help coordinate bookkeeping and payroll services Assist new business clients with establishing services such as business formation, bookkeeping, payroll, and ongoing compliance Help ensure clients are aware of and meeting their annual business filing requirements Identify additional services that may benefit clients and communicate those opportunities to the appropriate team member Maintain accurate client records and account information Provide responsive, professional, and personalized customer service Assist with general accounting and administrative duties as needed Qualifications 2+ years of experience in client account management, accounting, bookkeeping, tax, or a related field preferred Strong customer service and relationship management skills Excellent organizational skills and attention to detail Strong written and verbal communication skills Ability to manage multiple clients, projects, and deadlines Working knowledge of accounting and tax concepts Familiarity with QuickBooks and Lacerte is preferred Tax preparation or CPA firm experience is a plus Experience working with business owners and small businesses is a plus Ability to learn new software, processes, and tax concepts Strong follow-through and ability to take ownership of assigned clients and responsibilities What We're Looking For You don't need to know everything when you start. We are willing to train the right person who has a strong foundation in tax and accounting and an interest in developing their knowledge of customer account management. The most important quality is the ability to take ownership of client relationships and follow things through from start to finish.

Pay:

$24.00 - $30.00 per hour Expected hours: 40.0 per week

Work Location:

In person