Tax Relationship Manager - Phoenix

BeachFleischman•Phoenix, AZ

3d•Onsite

About The Position

BeachFleischman is seeking a proactive and self-motivated Tax Relationship Manager to join their Tax team. This is Arizona's largest locally-owned public accounting firm and one of the Top 200 largest CPA firms in the United States. The Tax Relationship Manager will cultivate and strengthen client relationships while driving business growth. This is an external and internal-facing role. In addition to managing client relationships, this person will mentor staff, actively participate in the community, and identify opportunities for revenue generation.

Requirements

CPA required.
Bachelor's degree in Accounting or equivalent degree as determined by the management committee, required.
6 to 9 years of experience in public accounting.
Current and in-depth knowledge of relevant tax laws, rules and regulations.
Ability to analyze financial and tax data, tax research, and legal documents in order to make decisions on appropriate course of action.
Proven experience in client relationship management and business development.
Strong leadership, communication, and problem-solving skills.
Ability to engage with clients and teams both professionally and confidently.
Passion for mentoring staff and contributing to the local community.

Nice To Haves

Master's degree in Accounting or Taxation preferred.

Responsibilities

Communicate with existing clients and prospects via email, telephone and video calls and meetings.
Actively manage and grow existing and new client relationships.
Communicate effectively with clients to resolve concerns in a timely manner.
Strengthen client relationships through regular contact, including lunches, dinners, and activities.
Manage client relationships and billing run while collaborating with mentors/department heads to ensure appropriate fee structures.
Identify and capitalize on opportunities for revenue growth.
Demonstrate a strong understanding of the business environment and client needs.
Accept and transition new client relationships seamlessly as part of succession planning.
Represent the company with confidence and professionalism at external events.
Actively mentor, coach, and develop staff, fostering growth and collaboration.
Involve team members in client meetings, lunches, and community events to support their professional development.
Commit to at least 15 hours per month of community involvement, including participation on at least one community board or committee outside of the firm.