Account Manager / Client Relationship Manager

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About Us:
We are a growing, client-focused accounting firm dedicated to providing high-quality bookkeeping, tax, and advisory services to small and medium-sized businesses. Our team values professionalism, collaboration, and long-term client relationships. We are looking for an experienced Account Manager / Client Relationship Manager to be the bridge between our clients and our technical team, ensuring smooth communication and exceptional service delivery.

Position Overview:

The Account Manager will serve as the primary point of contact for a portfolio of clients, managing relationships, overseeing service delivery, and ensuring client satisfaction. This role requires a blend of relationship-building, project coordination, and business advisory skills—ideal for someone with accounting or financial services experience who enjoys working closely with clients.

Key Responsibilities:

Client Relationship Management

• Serve as the main contact for assigned clients, fostering strong and lasting relationships.
• Understand each client’s business needs, challenges, and goals to recommend appropriate services.
• Schedule and lead regular check-ins to review deliverables, deadlines, and potential opportunities.

Project Coordination

• Coordinate with internal accountants, bookkeepers, and tax specialists to ensure timely, accurate completion of work.
• Monitor project timelines and proactively address delays or bottlenecks.
• Oversee client onboarding, ensuring a smooth transition into the firm’s processes.

Advisory & Support

• Translate technical accounting and tax information into clear, actionable advice for clients.
• Identify opportunities for clients to benefit from additional firm services (tax planning, payroll, advisory, etc.).
• Handle escalated issues promptly and professionally.

Administrative Duties

• Maintain accurate client records in CRM and project management systems.
• Ensure all engagement letters, compliance documents, and billing processes are completed accurately.
• Assist with collections and payment follow-ups when needed.

Qualifications:

Required

• Minimum 3 years’ experience in account management, client relationship, or similar role—preferably in an accounting, financial services, or professional services environment.
• Strong understanding of basic accounting/tax terminology and processes.
• Excellent communication and interpersonal skills, with the ability to build trust quickly.
• Strong organizational and time-management skills.
• Proficiency in Microsoft Office and CRM/project management tools.

Preferred:

• Experience working in a public accounting firm.
• Familiarity with cloud accounting software (QuickBooks Online, Xero, Sage, etc.).
• Post-secondary education in accounting, business administration, or related field.

Join our team as an Account Manager where you can make a significant impact by driving client success and contributing to our overall growth strategy.

Job Types: Full-time, Permanent

Pay: From $48,000.00 per year

Benefits:

• Paid time off
• Profit sharing

Language:

• English (preferred)

Work Location: In person