CPA or EA Client Manager Cambria Office

Serve as the primary point of contact for assigned clients, responding to inquiries, providing updates, and ensuring no question goes unanswered. Oversee the tax preparation process by gathering documents, following up on missing items, communicating deadlines, and coordinating with the tax team to ensure timely filing. After returns are complete, follow up to confirm client understanding of results, arrange final delivery or pickup, and confirm there are no lingering concerns. Work within the firm's secure digital ecosystem and task management platform to track touchpoints, utilizing systems like Lacerte, Gusto, or ProConnect as needed. Maintain proactive, warm communication to ensure clients feel confident and cared for throughout their journey. Located in Cambria, CA, this role requires in-office availability and prior experience in tax or accounting.