Nelson Company P.C. · 1 month ago
Part-Time Tax Client Manager (TIGARD)
Nelson Company, P.C. is a small accounting firm that values collaboration and flexibility in the workplace. They are seeking a Part-Time Tax Client Manager to manage client relationships, ensure accurate record-keeping, and prepare tax returns during tax season.
AccountingConsultingFinancial ServicesPaymentsTax Preparation
Responsibilities
Manage client relationships with ongoing clients throughout the year
Work with clients and clients’ staff/bookkeepers to ensure correct records are being kept
Communicate somewhat regularly with clients for significant changes/updates to financial scenarios
Work with clients to provide quarterly updates, projections, and estimates, as needed
During tax season, review and prepare other clients’ tax returns
Qualification
Required
Experienced, licensed Tax Professional
Previous experience with tax return preparation
Detail-oriented
Positive client interaction skills
Preferred
Ability to manage client relationships with ongoing clients throughout the year
Experience working with clients and clients' staff/bookkeepers to ensure correct records are being kept
Ability to communicate somewhat regularly with clients for significant changes/updates to financial scenarios
Experience providing quarterly updates, projections, and estimates as needed
Experience reviewing and preparing other clients' tax returns
Benefits
Flexible schedule
We work to balance home and work life for all employees
Company
Nelson Company P.C.
Accounting firm specializing in tax return preparation, business consulting, and advising. Serving a variety of clients all over the country.
Funding
Current Stage
Early StageCompany data provided by crunchbase