Job Description
Job Description
Client Relationship Manager Career Opportunity:
Are you a seasoned relationship manager with a finance, tax or accounting backgroud? Do you thrive in a team of elite experts where exceptional service and innovative solutions are the standard? If so, Neil Jesani Tax Advisors invites you to elevate your career as our Client Relationship Manager.
Who We Are:
Neil Jesani Tax Advisors is not an average tax firm—we’re a dynamic, fast-growing, full-service boutique Tax, Accounting, and Financial powerhouse based in Fort Lauderdale-Miami, FL with second location in Las Vegas, NV. Our team of 70+ experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level CFOs & Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients. You can learn more here - www.neiljesani.com
Serving clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional value and service while building lasting, trust-filled relationships that stand the test of time.
If you’re ready to join and lead a company that’s not just fast growing but thriving, where your contributions will truly matter, learn more about us at https://neiljesani.com/careers/
Let’s create an exceptional value and make a difference—together.
Your Role as Client Relationship Manager
This role is very essential in providing the best experience to our clients and making sure we not only deliver but over deliver to our clients what we promised to them.
Responsibilities
- You will be managing relationship with assigned clients.
- You will be making sure their all deliverable needs are met
- you will forster very powerful relationship so our clients become biggest referral sources.
Requirements
- Proven 10 year experience as a Relationship Manager or Account Manager in delivering tax, accounting, banking or financial services.
- Strong computer and technical skill.
- CPA, EA, CFP or MBA in a Finance is desired but not required.
- Excellent communication skills to interact effectively with the client and team members.
- Ability to manage multiple tasks while maintaining attention to detail.
What We Offer:
At Neil Jesani Advisors, Inc., we are committed to hiring exceptionally talented individuals because our clients—and your future teammates—deserve nothing less than the best. Exceptional talent deserves exceptional rewards, which is why we provide superior compensation, a supportive work environment, and robust growth opportunities.
If you bring extraordinary skills to the table, you can expect to earn significantly more than your current earnings while enjoying immense job satisfaction. Our comprehensive benefits include a 5% 401(k) match, full healthcare coverage, 15 days of PTO (on top-of 10 major public holidays and others) and more.
We foster a high-performance yet relaxed workplace where intellectual curiosity and high-value contributions are celebrated. While we prioritize hard work and delivering value, we also value personal comfort and work-life balance.
Apply Today and join a team dedicated to redefining excellence in tax and financial success.
Make your next career move one that counts – for you, your team, and the exceptional clients we serve.
Company DescriptionOur team consists of a highly skilled group of tax, accounting, and financial professionals, including CPAs, IRS Enrolled Agents (EA), Tax Attorneys, and Certified Financial Planners (CFP). With over 70 experts operating from a 10,000 sq ft office in the Miami-Fort Lauderdale area and over 6,000 sq ft office in Las Vegas, we provide specialized tax services to clients nationwide. We focus exclusively on ultra high-income individuals, successful business owners, and professional firms, ensuring we can deliver substantial value and create a meaningful impact on their taxes, finances, businesses, lives, and legacies. We are committed to excellence and prioritize building capacity before accepting new clients, ensuring we can consistently deliver outstanding service and cultivate long-term relationships based on trust and results.
Company Description
Our team consists of a highly skilled group of tax, accounting, and financial professionals, including CPAs, IRS Enrolled Agents (EA), Tax Attorneys, and Certified Financial Planners (CFP). With over 70 experts operating from a 10,000 sq ft office in the Miami-Fort Lauderdale area and over 6,000 sq ft office in Las Vegas, we provide specialized tax services to clients nationwide. We focus exclusively on ultra high-income individuals, successful business owners, and professional firms, ensuring we can deliver substantial value and create a meaningful impact on their taxes, finances, businesses, lives, and legacies. We are committed to excellence and prioritize building capacity before accepting new clients, ensuring we can consistently deliver outstanding service and cultivate long-term relationships based on trust and results.