Talent.com
CPA Licensed Relationship Manager
CPA Licensed Relationship ManagerVirtualVocations • Charleston, South Carolina, United States
CPA Licensed Relationship Manager

CPA Licensed Relationship Manager

VirtualVocations • Charleston, South Carolina, United States
17 hours ago
Job type
  • Full-time
Job description

A company is looking for a Relationship Manager - Private Wealth & Tax Solutions.

Key Responsibilities

Develop, nurture, and manage relationships with Strategic Partners and their clients

Convert qualified leads into active Strategic Partners through consultative selling

Maintain and grow assigned client and Strategic Partner portfolios, focusing on retention and satisfaction

Required Qualifications

Minimum 7+ years in private wealth management, tax planning, or related advisory disciplines

CPA credential or significant accounting / tax background strongly preferred

Demonstrated success in business development with high-net-worth individuals and families

Experience with tax strategy development and wealth preservation

Proven track record of managing complex client relationships

Create a job alert for this search

Relationship Manager • Charleston, South Carolina, United States