Tax & Client Services Manager

Tax & Client Services Manager

Qualifications / Experience

Prepare & review returns during tax season, provide service to the investment accounts of existing clients, routine account review meetings, quarterly reporting and deliver recommendations to clients.

Bachelor's Degree in Accounting/Finance with 3+ years of Public Accounting experience. CPA required.

Post Date:



Portage, Michigan

Job Type:

Full Time


Wealth Management


Finance, CPA

Pay Rate:

$75k -$85k

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    Jon Koski

    Meet Your Recruiter

    Owner Jon Koski has had specialized recruiting experience in the Finance and Accounting industries since 1998. With a Bachelor’s degree in Business Administration, Jon has spent four years in consultative sales and gained experience at key Finance and Accounting recruitment firms. He has held progressive roles at Robert Half International, including Division Director, and was recruited to successful startup company WilliamCharles’ Finance and Accounting division, Financial Edge prior to starting Full Cycle Recruiting in 2007.

    Posted in Closed Finance and Accounting.