Member Relationship Manager
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
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
