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Associate Client Partner Jobs in Michigan (NOW HIRING)

Small Local CPA Firm

Manager (Tax & Accounting)

Saline, MI · On-site

$35 - $50/hr

... of associate's client emails - Update and maintain fixed asset databases - Post/Review journal ... We work with our clients as their partners, and as if their company were our own. In result, our ...

EHTC

Tax Senior Associate - Private Client Services

Ada, MI · On-site

$80K - $99K/yr

The Tax Senior Associate - Private Client Services plays a key role in delivering tax compliance ... Prepare complex tax returns for high-net-worth individuals, trusts, estates, partnerships, S ...

Rödl & Partner

Senior Associate (Audit & Tax)

Detroit, MI · On-site

$80K - $100K/yr

Prepare and review Federal and state corporate, partnership, and individual tax returns * Assist ... Provide timely and high-quality services and deliverables that exceed client expectations

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Associate Client Partner information

What are the key skills and qualifications needed to thrive as an Associate Client Partner, and why are they important?

To thrive as an Associate Client Partner, you need a solid understanding of client relationship management, business development, and consultative sales, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software, data analytics tools, and project management systems is typically expected. Strong interpersonal communication, problem-solving abilities, and a client-focused mindset help individuals excel in this role. These skills and qualities are crucial for building lasting client partnerships, driving business growth, and ensuring client satisfaction.

What are the main challenges Associate Client Partners typically face when managing client relationships?

Associate Client Partners often encounter the challenge of balancing client expectations with the company's capabilities and resources. Navigating complex stakeholder dynamics, ensuring timely communication, and proactively addressing issues before they escalate are key aspects of the role. Additionally, they must stay updated on industry trends to provide strategic insights and value to clients while collaborating closely with internal teams like sales, marketing, and delivery. Successfully overcoming these challenges requires strong interpersonal skills, adaptability, and a solutions-oriented mindset.

What is the difference between Associate Client Partner vs Account Manager?

AspectAssociate Client PartnerAccount Manager
Required CredentialsBachelor's degree, experience in client management, industry-specific knowledgeBachelor's degree, customer service or sales experience
Work EnvironmentCollaborates with sales, marketing, and client teams; strategic focusManages client accounts, handles day-to-day client interactions
Employer & Industry UsageUsed in consulting, technology, and professional services firmsCommon across various industries including tech, finance, and retail
Search & Comparison IntentUnderstanding strategic client roles, career progressionManaging client relationships, sales growth

The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.

What is an Associate Client Partner?

An Associate Client Partner is a professional who supports and manages client relationships for a company, often acting as a liaison between the client and internal teams. Their main responsibilities include understanding client needs, facilitating communication, and ensuring the successful delivery of products or services. They also assist in developing strategies to grow client accounts and help resolve any issues that arise. Typically, this role is found in industries like consulting, technology, and marketing, and serves as a stepping stone to more senior client partner positions.
What are the most commonly searched types of Client Partner jobs in Michigan? The most popular types of Client Partner jobs in Michigan are:
What cities in Michigan are hiring for Associate Client Partner jobs? Cities in Michigan with the most Associate Client Partner job openings:
Associate Client Partner jobs near you

Manager (Tax & Accounting)

Small Local CPA Firm

Saline, MI • On-site

$35 - $50/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Job description

Full/Part-time position

Minimum Qualifications

- CPA designation required or enrolled Agent designation

- 5 + consistent years of tax and accounting experience

- 2 + years of more advanced tax experience including planning and preparing projections

- 2 + years of supervisory experience, mentoring and counseling associates

- Extensive experience researching various tax matters

- Bachelor’s degree in accounting

- Proven financial, analytical, technical and interpersonal skills

- Excellent client service and demonstrated business development skills

- Demonstrated ability to oversee and manage engagements, prioritize engagements and supervise/motivate staff

- Excellent written and verbal communication skills

- Extensive experience with QuickBooks and other accounting software, proficiency in Microsoft Office suite

- Advanced knowledge in business management and public accounting

- Advanced computer/software skills

- Passion for providing quality service and working in a team environment to achieve client goals regardless of task

Preferred Qualifications

- 7 + years of tax experience (personal & business) and attestation/accounting experience

- 7 + years of experience with QuickBooks desktop, QuickBooks Online (industry specific software, a plus)

- Experience with Thomson Reuters Tax & Accounting software

- Experience managing multiple clients on a consistent basis

Responsibilities

- Build relationships with clients

- Find solutions. You are the client’s advisor and as such you own the matter you are working on. Sometimes you will have the answer. Sometimes you will have to research it. Other times you will need to seek guidance from other people in the firm. Your role is to make sure the client has the answer they need

- Training and mentoring staff

- Review and/or prepare tax returns including but not limited to forms 1040, 1041, 1065, 1120S, 1120, 990, and state tax returns (primarily Michigan)

- Review and/or prepare annual, quarterly & monthly accounting/financial statements

- Prepare and/or review monthly/annual sales/use and payroll tax filings

- Conduct research, compile data and assist in resolving more complex tax issues using resources provided by the firm

- Contribute to business expansion efforts, including proposal development

- Meet with clients during and outside of tax season to gather or request data

- Maintain client communication to request data and review of associate’s client emails

- Update and maintain fixed asset databases

- Post/Review journal entries & monthly recurring entries

- Review and/or prepare bank reconciliations

- Gathering/organizing and accurately enter client data into tax returns for review

- Appropriately communicates difficult situations encountered on engagements to partner/owner, team or reviewer

- Performs self-review of all work prior to submission to team or reviewer

- Ability to keep client and employee information confidential is required

- Always be transparent to everyone in the firm and clients, which is also a very important part of our culture

Company Description

Dynamic boutique CPA firm servicing individuals, businesses and their owners with various accounting, tax and business needs. We pride ourselves on assisting clients to achieve their goals and desired level of success. We work with our clients as their partners, and as if their company were our own. In result, our team works proactively with a forward-thinking mindset. We work with our client year-round to help advise them and save tax dollars. We take an educational approach to our services so that our clients know how their transaction affects their bottom line. Communication is of utmost importance. Our collaboration style allows for every team member to contribute for consistent and concise solutions.