Client Account Manager

Anavah Talent

1d•Remote

About The Position

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. The role helps client service and tax teams work efficiently by assembling tax packets, managing onboarding, and triaging client requests through email and Slack. It is described as a full-time, fully remote position requiring 40+ hours and synchronous availability during U.S. business hours. The posting states a salary of $1200, without specifying a pay period or currency. The company describes the role as offering competitive pay and growth opportunities in a VC-backed, rapidly scaling company. The successful candidate is detail-oriented and client-focused, communicates clearly, manages multiple tasks, and is comfortable working independently in a high-growth, ambiguous environment. The role involves hands-on client work as well as improving processes, templates, and systems to increase team efficiency.

Requirements

3–5 years of experience in customer experience, operations, account management, or white-glove customer support; experience with U.S. clients or startups is preferred.
At least 1 year of experience in accounting, finance, banking, or tax preparation, or supporting these industries.
Strong English proficiency (C2+) and excellent writing skills.
Self-starter who is process-oriented, detail-focused, and highly organized.
Comfortable with ambiguity; independent and proactive.
Proficient in Google Sheets or Excel, Slack, task boards, and AI tools.
Bachelor’s degree; preferably with honors.

Nice To Haves

U.S. startup experience.
Background in accounting, CPA, bookkeeping, or tax preparation.
Experience with ticketing systems; Pylon is preferred.
Track record of exceeding CSAT, SLA, or QA targets.

Responsibilities

Assemble and upload finalized tax packets, cover letters, and compliance documents.
Track submissions, maintain organized deliverables, and follow quality assurance steps.
Support entity workflows, including state registrations and dissolutions.
Request documents from clients and triage client questions to the appropriate team.
Coordinate onboarding steps, meetings, and follow-ups.
Create templates, checklists, and documentation.
Identify workflow bottlenecks and suggest improvements.
Support ticketing and customer support tools, and work with engineering to enhance client systems.