Tax & Accounting Client Services Advisor

NOW HIRING · CHESTERFIELD, MO ·FULL-TIME SMALL FIRM · REAL AUTHORITY

Lead production. Own client relationships. Help build something worth being part of.

CPA Required · $90K–$140K Base · 7–12 Years Public Accounting · Hybrid Flexible · Tax Season Without the Burnout

ABOUT THE FIRM

We are a growing St. Louis CPA firm with a loyal client base, a tight-knit team, and a clear vision for where we are headed. We serve small business owners, entrepreneurs, and individuals who need more than a transactional tax preparer — they need someone who actually knows them and their situation.

We are deliberate about culture, intentional about how we staff, and serious about building a firm where talented people want to stay. This hire is a cornerstone of that vision.

WHY THIS ROLE IS DIFFERENT FROM EVERY OTHER POSTING YOU ARE READING

• You will have real authority — this is not a title without power. You run production and own client service day-to-day
• Tax season here is managed, not survived. We scope and staff intentionally — extended crunch is the exception, not the norm
• Hybrid schedule with genuine flexibility & autonomy
• Direct working relationship with the firm owner — your voice shapes how this firm operates and grows
• Small firm means you are known. Your work is visible, your impact is real.
• Low ego, high standards culture — we take the work seriously and enjoy the people we do it with
• A clear growth path — this role is intentionally designed to evolve as the firm grows

WHAT YOU WILL OWN

This is a leadership role with operational and client-facing responsibility. You will be the connective tissue between the firm owner and the production team — keeping work moving, clients well-served, and standards high.

• Own and manage a defined portfolio of individual and small business clients as their primary day-to-day contact
• Oversee all tax production — preparation and review of 1040, 1120S, 1065, 1120, and related schedules — ensuring quality and timeliness across the team
• Review work product from bookkeeping staff and offshore team before it moves into tax preparation
• Handle client calls, emails, compliance questions, and routine tax inquiries independently and professionally
• Manage deadlines, workflows, and workload distribution across production staff during tax season and year-round
• Identify issues in client financials with confidence — balance sheets, retained earnings, entity-level inconsistencies
• Communicate scope changes to clients proactively before additional work proceeds — no surprise invoices
• Escalate complex advisory or high-stakes client situations to firm ownership with appropriate context
• Contribute to firm process improvements, staff development, and quality standards over time

THE CLIENT SERVICE SCOPE

You will be the face of the firm for day-to-day client relationships. Here is how client service responsibility is structured:

“You handle everything compliance and tax — clients get answers, not callbacks. Anything strategic or advisory, we handle together.”

• You own independently: routine tax questions, notice responses, year-end planning conversations, return delivery and walkthroughs, bookkeeping review discussions, deadline and scope management
• You escalate to firm owner: entity structure decisions, business sale or transition planning, complex multi-entity situations, high-stakes advisory conversations, and anything requiring strategic judgment beyond compliance

WHO YOU ARE

• Active CPA license — required, no exceptions
• 7–12 years of experience in public accounting — industry-only backgrounds will not be considered
• You have managed or reviewed the work of others and are comfortable holding a team to a standard
• You can take a set of reviewed financials and produce a complete, accurate return without being walked through it
• You communicate with clients the way you would want to be communicated with — clear, confident, and genuinely helpful
• You are high-energy and organized — the kind of person who owns their deadlines and does not wait to be managed
• You have good judgment about when to handle something yourself and when to bring in the right person
• You want to be part of something growing — not just filling a seat until something better comes along
• Proficient in at least one major tax platform: Drake, UltraTax, Lacerte, or ProSeries

COMPENSATION & BENEFITS

BASE SALARY

$90K – $140K

ANNUAL BONUS

Performance- based

HEALTHCARE

100% employee coverage

401K MATCH

4% employer match

SCHEDULE

Hybrid

PTO

Competitive + holidays

TOTAL COMP

$108K – $160K+

GROWTH PATH

Sr. Manager → Director

Total compensation including benefits typically lands between $108K–$160K+ depending on experience. Compensation is commensurate — if you are the right person, we will make it work.

GROWTH PATH

This role is designed with the future in mind. As the firm grows and you demonstrate leadership, the scope and title grow with it.

01

Tax & Client Services Manager

Own production, staff, and day-to-day client service

02

Senior Manager

Expanded advisory scope, deeper firm leadership

03

Director / Principal

Strategic client leadership, potential equity conversation

HOW TO APPLY

Send your resume along with a brief note — two or three sentences — on your experience managing tax production and handling client relationships independently. Strong candidates will complete a short practical skills assessment before the final conversation.

Public accounting background required. We are looking for someone who has been in the room with clients and knows how to run a production floor.

Ready to lead, not just execute?

We are building a firm where talented people have room to grow, clients are genuinely well-served, and the work is worth being proud of. If that sounds like the right place for you, we want to hear from you.

Pay: $90,000.00 - $140,000.00 per year

Benefits:

• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off

Experience:

• Public accounting: 7 years (Required)

License/Certification:

• CPA (Required)

Location:

• Chesterfield, MO 63017 (Required)

Work Location: Hybrid remote in Chesterfield, MO 63017