Client Account Manager

• Assemble and upload finalized tax packets, cover letters, and compliance documents
• Track submissions, maintain organized deliverables, and follow QA steps
• Support entity workflows, including state registrations and dissolutions
• Request client documents and triage questions to the right team
• Coordinate onboarding steps, meetings, and follow-ups
• Create templates, checklists, and documentation
• Identify workflow bottlenecks and suggest improvements
• Support ticketing/customer support tools
• Work with engineering to enhance client systems
• Support internal account management and client delivery operations

• 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
• Preferred: Accounting, CPA, bookkeeping, or tax prep background
• Preferred: Track record of exceeding CSAT, SLA, or QA targets
• Must be available for U.S. business hours (synchronous)
• Full-time commitment of 40+ hours

• Work From Home
• Training & Development
• Competitive pay
• Strong growth opportunities