You'll take ownership of two essential areas of client service.?On the tax side, you'll independently review complex S corporation, partnership, and business-owner individual returns, solve technical problems, coach preparers, and help ensure accurate, timely delivery.?On the accounting side, you'll review clients' monthly QuickBooks Online books, lead month-end reviews, evaluate financial statements, resolve accounting issues, and communicate directly with clients about their financial results. The CSM handles the recurring monthly bookkeeping tasks, tax preparation, and client onboarding, while you own review, analysis, and the substantive financial conversations with clients.?You'll also coach and develop your team, improve workflow processes, and help create a structure that allows the firm to grow without relying on its founder for every technical decision.