Client & Practice Solutions Manager - Remote Eligible jobs in United States
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Eide Bailly LLP · 5 days ago

Client & Practice Solutions Manager - Remote Eligible

Eide Bailly LLP is seeking a Client & Practice Solutions Manager on the R&D Tax Credits & Incentives team. In this role, you will support R&D tax professionals through client engagement, provide technical training, and lead initiatives related to AI integration and practice management activities.

Business Development
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Growth Opportunities
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Responsibilities

Supporting the management team through designated client engagement activities
Leading initiatives with AI integration
Growing the practice through coordination on marketing and business development initiatives
Assisting with the design and implementation of process improvements and workflow management with on and offshore resources
Supporting the partner team through operational initiatives including business development pipeline, billing, and financial statement analysis and tracking
Assisting with service line extensions and secondary product offerings
Aiding in the technical training of our team members
Assist with the development and implementation of best practices within the R&D Tax Credits & Incentives practice

Qualification

R&D Tax experienceAI integrationMicrosoft WordMicrosoft ExcelMicrosoft OutlookProblem-solvingCommunication skillsOrganizational skillsTeam collaboration

Required

You have the ability to interact and communicate effectively, clearly in writing and verbally, to all levels at an organization, including those in the C-suite
You can work on multiple projects and meet deadlines by setting priorities and communicating effectively
You have the desire to serve others to ensure a successful experience for the team and our clients
You are organized and can work independently with minimal supervision
You have strong problem-solving skills, and the ability to identify the source of a problem and create and test solutions
You have strong computer skills and are proficient in Microsoft Word, Excel and Outlook
You have at least 5 years of R&D Tax experience
Must be authorized to work in the United States now or in the future without visa sponsorship

Benefits

Generous paid time off
Comprehensive medical, dental, and vision insurance
401(k) profit sharing
Life and disability insurance
Lifestyle spending account
Certification incentives
Education assistance
Referral program

Company

Eide Bailly LLP

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Eide Bailly helps businesses work smarter — financially, operationally, and strategically.

Funding

Current Stage
Late Stage

Leadership Team

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Carrie Haugen
Eide Bailly BOLD Women Program Co-Founder/Co-Facilitator
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Timothy Waufle, CPA
Outsourced CFO and Controller
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