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.
Responsibilities

• Communicate with clients regarding documentation, appointments, and tax return updates
• Track the status of client tax returns and ensure timely follow-up
• Prepare and organize final tax return packages for delivery
• Greet clients in person and provide a welcoming office experience
• Assist with scheduling client meetings and maintaining calendars
• Support daily office operations and administrative tasks as needed

• Strong communication and customer service skills
• Highly organized with strong attention to detail
• Ability to manage multiple tasks and deadlines
• Professional demeanor and positive attitude
• Experience in an office, administrative, or client service role preferred
• Tax office or financial services experience is a plus

• In-person position located in Bluffton, SC
• Office hours are Monday – Friday, 8:00 AM – 5:00 PM EST
• Full-time preferred
• Competitive compensation based on experience