Client Relationship Manager

3 weeks ago


Irving, Texas, United States Tax Planning Consultants LLC Full time
Job Summary

We are seeking a results-driven professional to fill the position of Client Relationship Manager at Tax Planning Consultants LLC.

Key Responsibilities
  • Schedule appointments and maintain calendars for clients, staff, and meetings.
  • Prepare and send documents electronically and manage cloud-based electronic filing systems.
  • Develop relationships with clients and prospects and identify new business opportunities.
  • Assist with the development of processes to maximize efficiency and document retention practices.
Requirements
  • A bachelor's degree in business administration or related field preferred.
  • 2+ years of experience in a client-facing role in a tax office or law office.
  • Excellent communication and computer skills.
Compensation and Benefits

The estimated annual salary for this position is $65,000-$85,000 depending on experience. The position also comes with a comprehensive benefits package.



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