Client Manager / Senior Accountant

Johnson Boog; Wisconsin; On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Professional development opportunities

Supportive, collaborative work environment

Partnership track

Job summary

A growing accounting firm in Wisconsin is seeking an experienced Client Manager / Senior Accountant to manage client relationships and oversee accounting and tax services. The ideal candidate will have a strong background in accounting and a passion for small business success. This role offers competitive compensation and opportunities for personal growth and partnership within the firm.

Qualifications

• 4-7 years of experience in accounting or tax preparation services.
• Proven success in managing client relationships.
• Tech-savvy with experience in accounting software.

Responsibilities

• Serve as primary contact for a portfolio of clients.
• Prepare and review individual and business tax returns.
• Mentor and develop junior accountants.

Skills

Client relationship management

Tax preparation

Accounting principles

Team leadership

Technology usage

Communication skills

Analytical skills

Education

CPA license preferred

Bachelor's degree in accounting or related field

Tools

QuickBooks

Payroll Relief

Job description

Johnson Boog, LLC is a growing, client-focused accounting and advisory firm that partners with small businesses and individuals to deliver exceptional tax and accounting services. We pride ourselves on building long-term client relationships, leveraging technology, and fostering a supportive, entrepreneurial work environment. As our firm continues to expand, we are seeking talented professionals who share our commitment to client success and personal growth.

Position Overview

We are seeking an experienced Client Manager / Senior Accountant to join our team. This role is critical to our firm’s growth, responsible for managing client relationships, overseeing accounting and tax services, and providing strategic tax and business planning guidance. The ideal candidate has a strong background in accounting, a growth-oriented mindset, and a passion for small business success. This position is well-suited for professionals looking to advance their careers with the potential to move into a partnership role.

Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for a portfolio of clients, building strong, long-term relationships.
• Understand each client’s unique business needs and provide proactive guidance.
• Communicate complex tax and financial concepts clearly and effectively to clients.

Tax and Bookkeeping Advisory Services

• Prepare and review individual and business tax returns.
• Sign tax returns as a licensed CPA or Enrolled Agent, or prepare to take on signing responsibilities.
• Provide clients with proactive tax planning, compliance, and strategic business advice.
• Identify opportunities for tax savings, operational optimization, and long-term business growth.

Team Leadership and Development

• Mentor and develop junior accountants and support staff.
• Assist in training team members on best practices, technology tools, and client service.
• Provide leadership in project management and client engagements.

Process Improvement and Technology

• Leverage technology to streamline accounting and tax processes, enhancing client service and efficiency.
• Stay current on industry trends, tax regulations, and technology advancements.
• Implement process improvements that drive firm growth and client satisfaction.

What We’re Looking For

• 4-7 years of experience in accounting or tax preparation services.
• CPA license preferred, or actively pursuing CPA certification. Enrolled Agent (EA) credentials also considered.
• Proven success in managing client relationships and delivering exceptional client service.
• Experience signing tax returns, or readiness to take on signing responsibilities.
• Strong understanding of accounting principles, tax regulations, and financial statement correlations.
• Experience managing people and processes, with a focus on mentoring and team development.
• Tech-savvy with experience in accounting software (experience with QuickBooks, Payroll Relief, or similar tools is a plus).
• Excellent communication, organizational, and analytical skills.
• Entrepreneurial mindset with a passion for business growth and client success.
• High level of professionalism, integrity, and confidentiality.

Personal Attributes

• Self-motivated, proactive, and resourceful.
• Adaptable and capable of managing multiple priorities in a fast-paced environment.
• Client-focused, with a commitment to building strong, long-term relationships.
• Growth-oriented with a desire to advance within the firm.
• Collaborative team player with a positive, can-do attitude.
• Strategic thinker with a focus on delivering high-impact results.

Compensation and Benefits

• Compensation is commensurate with background and experience.
• Base compensation range: $60k - $75k+
• Professional development and career growth opportunities.
• Partnership track for those seeking ownership and long-term success within the firm.
• Supportive, collaborative work environment in a growing, family-oriented firm.