On-Site CPA: Client Relationship Lead & Tax Advisory

Boyer Robinson; North Palm Beach (FL); On-site; USD 140,000 - 190,000; Full time

Job summary

Boyer Robinson, a boutique CPA firm in Palm Beach Gardens, Florida, is seeking a CPA as Client Relationship Manager. You will own a book of business end-to-end, with signing authority and full support from the firm’s infrastructure and technology.

The role requires an active Florida CPA license, PTIN, and on-site work. You will manage onboarding, tax prep for diverse entity types, and client communications, while maintaining deadlines and compliance.

Qualifications

• Active CPA license in Florida in good standing.
• Current PTIN.
• Ability to work on-site in Palm Beach Gardens, FL.
• 5+ years of tax experience in public accounting, including signing or reviewing various returns.
• Experience with closely held businesses and high-net-worth individuals preferred.
• Ability to own client relationships and deadlines independently.
• Excellent written and verbal communication skills; ability to explain complex tax matters to clients.
• Strong organizational skills to manage multiple engagements during busy season.
• Proficiency with professional tax software, Excel, and cloud-based practice management tools.
• Bachelor’s degree in Accounting, Finance, or related field.

Responsibilities

• Serve as the primary point of contact and trusted advisor for an assigned book of new clients.
• Onboard new clients and collect tax documents and information.
• Prepare individual, partnership, S corporation, C corporation, and fiduciary tax returns.
• Sign returns as paid preparer under your PTIN and ensure accuracy and compliance.
• Present results to clients, explain tax positions, and identify planning opportunities.
• Obtain client signatures and e-file authorizations; manage filing through completion.
• Respond to tax notices and correspond with authorities as needed.
• Handle administrative work of running your book: engagement letters, scheduling, deadlines, and billing.

Skills

CPA license

Client relationship management

Tax expertise

Public accounting experience

Communication

Organizational skills

Tax software proficiency

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

Professional tax software

Excel

Cloud-based practice management tools

Job description

Boyer Robinson, a boutique CPA firm in Palm Beach Gardens, Florida, is seeking a CPA as Client Relationship Manager. You will own a book of business end-to-end, with signing authority and full support from the firm’s infrastructure and technology.

The role requires an active Florida CPA license, PTIN, and on-site work. You will manage onboarding, tax prep for diverse entity types, and client communications, while maintaining deadlines and compliance.