Client Relations Lead — Tax Services & Growth Path

Paradigm Tax Solutions; Bridgewater Township (NJ); Hybrid; USD 55.000 - 85.000; Vollzeit

Benefits dieser Stelle

Health and dental insurance

401(k) match

Paid time off

Competitive salary + commission

Zusammenfassung

Paradigm Tax Solutions, located in Bridgewater, NJ, seeks a warm, outgoing Relationship Manager to be the face of the office. You’ll guide clients through the tax process, coordinate with CPAs, and help lead the administrative team with strong organizational skills.

No tax expert required on day one; this role offers growth as you learn tax concepts, with training and a clear path to greater responsibility over time.

Qualifikationen

• Excellent people skills and the ability to build rapport with clients and colleagues.
• Strong organizational abilities and careful attention to detail.
• Proactive time management and prioritization in a busy tax practice.

Aufgaben

• Build and own client relationships as the first point of contact for clients and CPAs.
• Respond to client questions confidently and escalate to CPAs when needed.
• Learn to prepare tax returns by hand and with OCR-assisted tools.
• Coordinate e-signatures and e-filing to keep returns moving.
• Follow up with clients on portal uploads and missing documents in a friendly way.
• Assist with billing and follow up on outstanding payments.
• Lead and mentor administrative staff, including calendar management and CRM usage.
• Collaborate with CPAs to maintain workloads and priorities.

Kenntnisse

People skills

Organization skills

Time management

Willingness to learn

Tools

MS Office

CRM usage

OCR software

Jobbeschreibung

Paradigm Tax Solutions, located in Bridgewater, NJ, seeks a warm, outgoing Relationship Manager to be the face of the office. You’ll guide clients through the tax process, coordinate with CPAs, and help lead the administrative team with strong organizational skills.

No tax expert required on day one; this role offers growth as you learn tax concepts, with training and a clear path to greater responsibility over time.