Client Services Manager

Come and make ripples of positive impact with us.

At our companies, we believe our positive actions in one area connect to other areas, and make a difference for each other, our clients, our professions, and our community. Together, we make a ripple effect of positive impact.

We forge and feed relationships that are mutually beneficial and satisfying, through knowledge, care and support. We call it our culture of symbiosis. And our shared values guide us in our everyday work together — Build Connection, Practice Curiosity, Bring Energy, Stay Humble, and Think Big.

About the Position

We are seeking a Client Services Manager to lead and support the Client Services Team, with a focus on delivering an outstanding client experience across in-person, electronic, and phone interactions. This role oversees daily operations, ensuring consistent processes, a strong team culture, and an exceptional experience for both clients and staff.

The Client Services Manager will develop and implement strategies to continuously enhance client service, lead and coach team members, and facilitate regular team meetings to align priorities and maintain accountability. Responsibilities include serving as the primary relationship manager for assigned clients, overseeing client onboarding, coordinating projects to ensure timely and compliant delivery of services, and driving operational efficiency by refining internal processes while maintaining confidentiality and compliance.

What you'll bring to the team:

Bachelor’s degree in Business Administration or related field.

Five or more years of experience in Client Services or equivalent role.

Experience leading, mentoring, and holding team members accountable for performance.

Excellent communication skills with emphasis on both oral and written communication when dealing with clients and other team members.

Strong project management skills, including the ability to lead cross-functional teams, manage timelines, and ensure successful project delivery.

Demonstrated self-motivation and organizational skills, consistently managing multiple tasks and deadlines efficiently with minimal supervision.

Able to analyze issues and develop effective solutions to overcome challenges and achieve desired outcomes.

Exceptional interpersonal skills with the ability to build and maintain strong relationships.

Competent in making independent decisions, utilizing sound judgment and critical thinking.

High level of accuracy and attention to detail, minimizing errors and maintaining high standards.

Proficient in Microsoft Office applications.

Strong understanding of tax and accounting processes

About Integrated Tax Services

At Integrated Tax Services, we’re more than just tax preparation professionals and accountants. We’re number translators. Numbers are an integral part of everyone’s life story and woven into all facets of life. And, for many, it’s confusing and daunting. We untangle the complicated and build relationships with our clients to help them understand what the numbers mean and how it affects their life story.

Our Employee Value Proposition

At Integrated Tax Services, we are committed to creating an environment where everyone has the opportunity to thrive. Here's how we make that happen.

Purpose: At Integrated Tax Services, your work has purpose. You help clients achieve peace of mind and shape a stronger financial future – for them and for yourself.

Total Rewards: We value your contribution and invest in your success with rewards that support your financial, physical, and personal well-being.

Team Culture: We’ve built a culture grounded in trust, leadership, and teamwork — where people feel connected, respected, and empowered to do their best work.

Learning & Development: We invest in your growth because your success drives ours. With ongoing learning, mentorship, and development, you can build a career you’re proud of.

Our benefits package includes:

14 days of PTO in first year, plus 10 paid holidays (including floating holidays)

Medical, Dental, & Vision 100% paid for eligible team members (team members pay for qualifying dependents)

Life/AD&D Insurance

401(k) Retirement Plan with company match

Other Compensation - Team members may receive performance bonuses and profit share.

Integrated Tax Services is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, military service, or any other characteristic protected by law.