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Member Relationship Manager

Company: VirtualVocations
Location: Vista
Posted on: May 16, 2025

Job Description:

A company is looking for a Member Relationship Manager to serve as the primary contact for clients and provide support in financial matters.
Key Responsibilities

Inform members about S-Corps and how to optimize taxes
Understand clients' financial backgrounds and provide year-round tax advice
Build and maintain trust with members through effective communication and support

Required Qualifications

In-depth knowledge of S corporations and their benefits for small businesses
2+ years of relevant Tax and Accounting experience
Experience in a client-facing role
Bachelor's degree or equivalent practical experience
Familiarity with online bookkeeping and payroll systems

Keywords: VirtualVocations, Huntington Park , Member Relationship Manager, Executive , Vista, California

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