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Client Relationship Manager (CRM)
We are seeking a professional, organized, and client-focused Client Relationship Manager (CRM) to join our team. This individual will play a key role in supporting client relationships, coordinating communication, and assisting with the tax preparation process while helping create an excellent client experience from start to finish.ResponsibilitiesCommunicate with clients regarding documentation, appointments, and tax return updatesTrack the status of client tax returns and ensure timely follow-upPrepare
Whitaker-Myers Tax Advisors, LTD.Staff Accountant
We are looking for a detail-oriented and motivated Staff Accountant to join our growing team. The ideal candidate will have experience in tax preparation, strong client communication skills, and a desire to provide exceptional service in a professional office environment.ResponsibilitiesPrepare individual and business tax returns accurately and efficientlyCommunicate with clients regarding tax documents, questions, and follow-up itemsAssist with scheduling and coordinating client meetingsGreet and assist
Whitaker-Myers Tax Advisors, LTD.
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