Client Advisory Manager — Lead Tax & Growth Initiatives

Kaizen CPAs + Advisors; Antioch (IL); On-site; USD 110,000 - 150,000; Full time

Job summary

Kaizen CPAs + Advisors in Antioch, IL seeks a Client Advisory Manager to lead client relationships, oversee tax compliance, and drive growth. You will work closely with clients and internal teams to deliver top-notch service, stay current on tax laws, and mentor staff to ensure quality results.

This role requires strong leadership, a strategic mindset, and a proactive approach to expanding services for small business owners while maintaining a positive, energetic work environment.

Qualifications

• 5+ years in public accounting with a strong tax focus.
• Experience leading client relationships and teams.
• Proven ability to research tax issues and provide business guidance.
• Dedication to professional development and growth within the firm.

Responsibilities

• Client Leadership: Manage a book of 50+ clients with tax planning and development.
• Team Collaboration: Lead staff accountants and junior managers for timely deliverables.
• Tax Expertise: Prepare and review personal, corporate, and partnership returns.
• Practice Growth: Identify opportunities to expand services and deepen client relationships.
• Continuous Improvement: Drive process improvements and align with firm goals.

Skills

People leadership

Tax expertise

Client relationships

Strategic thinking

Mentoring teammates

Business development

Education

CPA or EA certification

Tools

Outlook

Excel

Word

QuickBooks

Qount

Job description

Kaizen CPAs + Advisors in Antioch, IL seeks a Client Advisory Manager to lead client relationships, oversee tax compliance, and drive growth. You will work closely with clients and internal teams to deliver top-notch service, stay current on tax laws, and mentor staff to ensure quality results.

This role requires strong leadership, a strategic mindset, and a proactive approach to expanding services for small business owners while maintaining a positive, energetic work environment.