Client Account Manager
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Freelance
Recurrent
Compensation USD1.2k/month
Shared by 
15 days ago
Responsibilities
Client Account ManagerEngagement: Independent Contractor, Direct Hire (Fully remote)Schedule: U.S. Business Hours (synchronous)Salary: $1200 (Negotiable based on experience)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.RESPONSIBILITIESClient Delivery OperationsAssemble and upload finalized tax packets, cover letters, and compliance documentsTrack submissions, maintain organized deliverables, and follow QA stepsSupport entity workflows (state registrations/dissolutions)Client Service OperationsRequest client documents and triage questions to the right teamCoordinate onboarding steps, meetings, and follow-upsProcess ImprovementCreate templates, checklists, and documentationIdentify workflow bottlenecks and suggest improvementsSupport ticketing/customer support tools and work with engineering to enhance client systemsRequirements3–5 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 writingSelf-starter, process-oriented, detail-focused, and highly organizedComfortable with ambiguity, independent, proactiveProficient in Google Sheets/Excel, Slack, task boards, AI tools; experience with ticketing systems (Pylon preferred)Bachelor’s degree (preferably with honors)PreferredU.S. startup experienceAccounting, CPA, bookkeeping, or tax prep backgroundTrack record of exceeding CSAT, SLA, or QA targetsBenefitsWork From HomeTraining & Development