Client Account Manager
Engagement: Independent Contractor, Direct Hire (Fully remote)
Schedule: U.S. Business Hours (synchronous)
Salary: $1200 (Negotiable based on experience)
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.
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.
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
