California Licensed Client Manager

Job Summary

A company is looking for a Client Manager focused on accounting and advisory services in the healthcare sector.

Key Responsibilities

• Serve as the primary relationship owner and trusted advisor for a portfolio of healthcare clients
• Ensure all client deliverables meet firm standards for accuracy, timeliness, and completeness
• Lead and support team members assigned to client engagements, fostering a high-performance work environment

Required Qualifications

• 7+ years of experience in public accounting with a focus on client management and advisory
• Proven ability to build and manage client relationships
• Strong experience in reviewing and preparing financial statements and tax returns
• Prior experience supervising and mentoring team members
• CPA required