Client Account Manager
3 weeks ago
Are you an experienced accountant with a background in business accounting or tax, looking for a role where you can focus on communicating with and managing client relationships as a trusted advisor? If so, we’d love to hear from you
CSI ACCOUNTING & PAYROLL (www.csiaccounting.com) located in Minneapolis, MN and Columbia, MD is a successful accounting, payroll, and tax firm that has a history of strong and steady growth. Our focus is serving small businesses and their owners. We help clients improve organization, increase profits, and save on taxes through personalized services including financial statements, tax preparation, payroll, and expert consultation, with every team member playing a vital role in our success and theirs.
We place a high value on our team with a focus on helping our staff thrive professionally and personally. A key to our staff longevity is a positive company culture that celebrates birthdays, shares in having fun at company outings, and is supported by helpful staff and encouragement to seek educational opportunities. For more on what our employees love about working here see: CSI Company Culture
We seek an MSP-based Client Account Manager - Accounting &Tax with the primary responsibility to provide outstanding personal service to a section of our small business clients. This role is in-person to start at our St. Louis Park office with the flexibility to move to hybrid after training. Position responsibilities include:
- Manage ongoing communication and client satisfaction through frequent interaction with assigned clients
- Keep workflow running smoothly
- Review the work of staff accountants to include month-end statements
- Analyze financial statements, identify opportunities, and consult with clients
- Prepare and review business and personal tax returns
- Assist clients with ongoing tax planning
- Lead the onboarding process for new clients while also managing and completing cleanup projects for new accounts
- Provide exceptional customer service, develop and manage long-term client and business relationships
Qualified candidates have a Bachelor’s Degree in Accounting and 3 – 6+ years of accounting or tax experience. An EA or CPA is helpful and encouraged, but not required. A strong interest in client interaction and being a trusted advisor to small businesses is required. We seek candidates with accounting experience that includes preparing monthly compilations for business, preparing personal and business tax returns, and general knowledge of payroll and sales tax. If you are computer savvy, are highly motivated, energetic, friendly and are a great communicator and desire to participate as a team member in building a firm, we hope to hear from you.
CSI Accounting and Payroll offers a base salary of $75 – 95K + a bonus/incentive for managed monthly fees to bring full compensation up to $120K+ over time. Our benefits include a top-tier health plan, dental, vision, disability, life and a 401K with a guaranteed match and profit sharing, paid holidays, unlimited PTO, a birthday lunch, company outings and many more perks.
How to apply:
To apply, please submit your resume here to our outsourced recruiting team, Red Seat, or contact them at (651) 317-9211 for more information. We will acknowledge receipt of your resume within two business days. To learn more about our firm, visit our website at www.csiaccounting.com.
CSI Accounting and Payroll is an Equal Opportunity Employer
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