Manages accounting engagements for high-net-worth clients, including monthly accounting, cash flow management, financial reporting, tax planning, and client meetings. The role oversees multiple engagements, provides team guidance, supports business development, and coordinates professional services delivery. It requires QuickBooks proficiency and certification, tax software familiarity, strong analytical and organizational skills, and at least five years of relevant experience.
Tax and Accounting Services Manager
Company: Exemplar Companies
Employment Type: Full-Time
Location: Remote
Work Schedule: Monday–Friday, 9:00 AM–5:00 PM
About the Role
Exemplar Companies is seeking an experienced Tax and Accounting Services Manager to manage accounting engagements, develop tax plans, and support high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The ideal candidate has strong accounting and cash flow management experience, is proficient in QuickBooks, and brings a collaborative, client-focused approach to delivering high-quality professional services.
Key Responsibilities
- Manage accounting engagements for HNW and UHNW clients.
- Prepare tax plans and support tax planning initiatives for clients.
- Oversee monthly accounting activities, cash flow management, and financial reporting.
- Meet with clients to discuss accounting needs, financial performance, and tax planning opportunities.
- Identify opportunities to develop new business and build client relationships.
- Collaborate with the tax and accounting team to coordinate client engagements and deliver quality service.
- Provide functional guidance and support across accounting engagements.
- Use accounting, tax preparation, and tax planning software to support client work.
Required Qualifications
- At least 5 years of experience in monthly accounting, cash flow management, and financial reporting.
- QuickBooks Certified ProAdvisor certification required.
- Familiarity with tax preparation and tax planning software platforms.
- Strong analytical, organizational, and problem-solving skills.
- Excellent communication and client relationship management skills.
- Ability to manage multiple engagements and work collaboratively with a team.
Preferred Qualifications
- Experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
- Previous experience at a CPA firm or professional services firm.
- Bilingual or multilingual communication skills.
Compensation and Benefits
Compensation will be determined based on experience. Bonus or commission arrangements will be discussed during the hiring process. Health insurance is listed as a potential benefit, with details to be confirmed.
Work Environment
This is a remote, full-time position with a Monday–Friday schedule. The Tax and Accounting Services Manager will work closely with clients and internal team members, using a team-based approach to manage UHNW engagements and deliver coordinated professional services.
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