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Channel Manager (#2462)

Chicago, IL · Hybrid

$156K - $157K/yr

Channel Sales Manager Location : Hybrid - Greater Chicago, Illinois The Channel Sales Manager is a full-time role based in the Greater Chicago Area. This role is responsible for developing and ...

Pivotal Talent Search

Tax Manager

$113K - $148K/yr

We are seeking a Tax Manager to work in multiple capacities across accounting, financial statement preparation, and tax planning and preparation being the focus of the role. Key Responsibilities

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What is a pivotal talent?

A Pivotal Talent job refers to a role that is crucial to an organization's success, often involving specialized skills, leadership, or strategic influence. These positions typically have a high impact on business growth, innovation, or operational efficiency. Companies invest in identifying and retaining pivotal talent to drive long-term success and maintain a competitive edge.

What types of projects or initiatives are typically assigned to pivotal talent roles?

Pivotal Talent team members are often entrusted with high-priority projects that have a major impact on the company's performance, such as leading process improvements, managing key client accounts, or overseeing strategic business initiatives. You'll frequently collaborate with cross-functional teams, including senior leadership, to deliver on company objectives and drive innovation. The work environment is usually dynamic and fast-paced, requiring you to adapt quickly and prioritize tasks effectively. This role offers significant visibility within the organization and can open doors to advanced leadership or specialized career paths for high-performers.

What are the key skills and qualifications needed to thrive in the pivotal talent position, and why are they important?

To thrive as a Pivotal Talent, you need a proven track record in your area of expertise, strong problem-solving skills, and the ability to drive critical business outcomes. Familiarity with industry-specific tools, advanced data analysis platforms, or recognized certifications (such as PMP, Six Sigma, or professional licensure) is often required. Exceptional communication, adaptability, and leadership skills are vital to collaborate across departments and influence decision-making. These competencies ensure you contribute significant value in mission-critical roles and help guide organizational success.

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Pivotal Talent jobs near you
Infographic showing various Pivotal Talent job openings in the United States as of August 2026, with employment types broken down into 82% Full Time, 11% Part Time, and 7% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Client Manager, Tax and Accounting #2452

Pivotal Talent Search

Woburn, MA • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 11 days ago

Job description

Client Manager, Tax and Accounting

The Client Manager, Tax and Accounting leads client relationships and oversees delivery of tax, accounting, and bookkeeping services for a portfolio of professional services businesses. You’ll manage a defined client portfolio, guide a team of Senior Accountants, and play a key role in a growing, niche-focused firm.

What You’ll Do

  • Serve as the primary point of contact for a portfolio of professional services clients
  • Lead scheduled client meetings (in-person and virtual) to review financials, tax positions, and planning opportunities
  • Review and finalize entity and individual (1040) tax returns for business-owner clients
  • Oversee the preparation of annual financial and practice/firm management reports, including overhead and fee analyses
  • Advise on and oversee QuickBooks setup, cleanup, and maintenance (including QuickBooks Online)
  • Develop, mentor, and support Senior Accountants and Bookkeepers; provide guidance on complex client issues
  • Help resolve IRS and state tax notices on behalf of clients
  • Collaborate with partners on special tax and accounting projects
  • Support business development by participating in marketing, webinars, and networking events as needed
  • Ensure timely, professional, and proactive communication with clients throughout the year

What We’re Looking For

  • CPA or IRS Enrolled Agent
  • Bachelor’s degree in accounting, taxation, or finance
  • 5–7 years of experience reviewing individual and entity tax returns, financial statements, and general accounting (HNW and closely held businesses preferred)
  • Strong corporate tax background with deep knowledge of S-corporations and basis issues
  • Proven leadership experience and a genuine interest in mentoring and developing others
  • Interest in serving a focused niche of professional services businesses and willingness to learn their unique tax and business issues
  • Proficiency with tax software (UltraTax experience a plus)
  • Proficiency with QuickBooks, including QuickBooks Online
  • Exceptional attention to detail and high standards for quality
  • Excellent communication, relationship management, and client-facing skills
  • A collaborative mindset and desire to grow with the firm

What We Offer

  • Competitive total compensation package
  • Employer-sponsored medical, dental, and vision insurance
  • 401(k) with 5% company match

#PTS

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