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Member Relationship Manager
Job Summary
A company is looking for a Member Relationship Manager to serve as the primary contact for clients and provide support in financial matters.
Key Responsibilities
- Inform members about S-Corps and how to optimize taxes
- Understand clients' financial backgrounds and provide year-round tax advice
- Build and maintain trust with members through effective communication and support
Required Qualifications
- In-depth knowledge of S corporations and their benefits for small businesses
- 2+ years of relevant Tax and Accounting experience
- Experience in a client-facing role
- Bachelor's degree or equivalent practical experience
- Familiarity with online bookkeeping and payroll systems
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COMPLETE JOB DESCRIPTION
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Company Overview
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