• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations. • Build impactful relationships with new and existing clients and maintain relationships with firm leadership. • Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines. • Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. • Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. • Mentor and coach junior team members.

• Build close, trust-based relationships with the clients you manage • Advise clients on identifying and effectively leveraging opportunities across their customers' digital journey • Drive the continuous expansion of the business relationship with multiple clients • Prepare proposals and, together with colleagues from the Client Partner team, be accountable for the agency's annual order volume

• Participate in client onboarding sessions. • Manage a dedicated portfolio of BlackCloak’s most complex and high-profile clients, serving as their primary strategic advisor on personal digital privacy and security. • Provide advice and guidance (and assist as needed) in the creation of client onboarding and follow-up materials/activities. • Conduct periodic outreach to existing clients to ensure clients are utilizing the BlackCloak platform to its fullest extent. • Partner with other CSM and the Technical Success team in responding to customer inquiries and coordinating resources to meet those needs. • Run client enablement and support sessions. • Work with cross-functional teams to alert clients immediately upon discovery of new cyber or privacy threats and risks. Serve as a dedicated resource and point of contact to ensure the threats/risks are remediated or accepted by the client. • Act as the lead investigator and restoration specialist for severe identity theft cases and complex compromised accounts, handling sensitive situations with extreme discretion. • Analyze client threat landscapes to create bespoke security plans, going beyond standard onboarding to implement advanced privacy hardening techniques. • Support Account teams by pulling data for client reports and participate in Quarterly Business Reviews and other ad hoc client meetings as requested. • Manage and record client interactions within the BlackCloak set of Client Success tools. • Act as a peer mentor to Level I CSMs, shadowing their calls and providing constructive feedback on soft skills and technical accuracy. • Contribute to client communications and education initiatives. • Maintain working knowledge of BlackCloak’s solutions, platform features, and best practices. • Support external and internal customer-facing initiatives and events. There is a potential for limited travel • Participate in on-call shifts for client support, including nights and weekends, or as needed.

• Act as a reliable point of contact for day-to-day client needs. • Conduct regular syncs to gather updates, clarify priorities, and set expectations. • Build trust through consistent communication and timely follow-ups. • Surface concerns early and provide clear, actionable recommendations. • Support talent with clarity on tasks, responsibilities, and expectations. • Provide coaching and guidance to improve performance and communication. • Track attendance, workload, and overall delivery quality. • Help new hires or transitioning staff get aligned quickly. • Ensure all deliverables, tasks, and timelines remain on track. • Maintain and update SOPs as workflows evolve. • Identify operational risks or bottlenecks and escalate appropriately. • Collaborate with internal support teams to close gaps in service delivery. • Anticipate potential misunderstandings and address them early. • De-escalate issues using balanced communication and objective reasoning. • Protect both client satisfaction and talent stability through fair handling.