What are the responsibilities and job description for the Client Services Advisor position at Truity Partners?
Location : Mundelein, Illinois
Sector : Tax
Employment Type : Permanent
Job ID : 40752
Date Added : 02 / 19 / 2025
APPLY NOW
View All Jobs
Our client is a growing, accounting firm looking for a Client Services Advisor to join their collaborative team! In this role you will gain exposure to a mix of tax, general accounting advisory, and client relationship management.
Not your traditional public accounting hours, with huge emphasis on work-life balance! No weekends or late nights, referral bonus plan, and company paid healthcare.
Responsibilities :
Manage client accounting and tax engagements for small businesses and individuals
Provide project updates, keeping the client and team up-to-date on status and any potential issues
Lead and participate in firm marketing, strategic planning, and client prospecting
Develop team members by delegating assignments for Client Accountants and Staff
Required :
Bachelor's Degree in Accounting, CPA preferred
2 years of tax experience
Ability to plan and lead teams on client accounting and tax projects
Pay Transparency Statement : The compensation philosophy reflects the Company's reasonable expectation at the time of posting. We consider a number of factors when making individual compensation decisions including, but not limited to, skill sets, experience and training, and other business needs. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.
