Client Account Manager

Client Account Manager

Engagement: Independent Contractor, Direct Hire (Fully remote)

Schedule: U.S. Business Hours (synchronous)

Salary: $1200

ABOUT THE ROLE
A fast-growing U.S.-based tech-enabled tax accounting firm is seeking a Client Account Manager to support internal account management and client delivery operations. You’ll help the client service and tax teams move faster—assembling tax packets, managing onboarding, and triaging client requests via email/Slack.

This is a full-time remote role (40+ hours) with competitive pay and strong growth opportunities in a VC-backed, rapidly scaling company.

ABOUT YOU
Detail-oriented and client-focused, you thrive in high-growth, ambiguous environments. You balance empathy with precision, communicate clearly, manage multiple tasks, and build checklists and systems that increase team efficiency. You’re willing to dig into client work while improving processes at scale.

RESPONSIBILITIES

Client Delivery Operations
- Assemble and upload finalized tax packets, cover letters, and compliance documents
- Track submissions, maintain organized deliverables, and follow QA steps
- Support entity workflows (state registrations/dissolutions)

Client Service Operations
- Request client documents and triage questions to the right team
- Coordinate onboarding steps, meetings, and follow-ups

Process Improvement
- Create templates, checklists, and documentation
- Identify workflow bottlenecks and suggest improvements
- Support ticketing/customer support tools and work with engineering to enhance client systems

Requirements
- 3–5 years in CX, operations, account management, or white-glove customer support (U.S. clients/startups preferred)

- 1+ year in accounting, finance, banking, or tax prep (or supporting these industries)
- Strong English proficiency (C2+), excellent writing
- Self-starter, process-oriented, detail-focused, and highly organized
- Comfortable with ambiguity, independent, proactive
- Proficient in Google Sheets/Excel, Slack, task boards, AI tools; experience with ticketing systems (Pylon preferred)
- Bachelor’s degree (preferably with honors)

Preferred
- U.S. startup experience
- Accounting, CPA, bookkeeping, or tax prep background
- Track record of exceeding CSAT, SLA, or QA targets

Benefits
- Work From Home
- Training & Development