Client Services Manager (Remote)

At Tax Brilliance Advisors , we’re more than a financial services firm — we’re a partner for business owners and families who want to lower taxes, protect their wealth, and build legacies that last. We combine advanced tax planning strategies with wealth solutions to deliver a white-glove client experience from start to finish. We’re growing quickly and need a Client Services Manager who can own the details of client onboarding, document collection, and service follow-up so our advisors can foc…