Client Success Manager — Accounting, Tax & Advisory Operations (Remote)

P&G Advisors, LLC • Chicago, IL

4d • $80,000 - $110,000 • Remote

About The Position

As a Client Success Manager — Accounting, Tax & Advisory Operations, you will play a pivotal role in delivering both technical excellence and an exceptional client experience across our book of small and mid-sized business clients. By leveraging your accounting and tax expertise alongside genuine client relationship instincts, you will own client onboarding, technical review, and retention — running the workflow that keeps our Bookkeeper, Tax Preparer, and Tax Advisors on schedule and on standard, and serving as the first line of defense before anything reaches leadership.

Requirements

• 3+ years of experience in public accounting, tax, or advisory roles, with exposure to small and mid-sized businesses.
• CPA designation (preferred) or Enrolled Agent certification, or equivalent hands-on experience.
• Demonstrated experience personally managing client relationships — not just preparing returns or books in the back office.
• Comfortable serving as the technical backstop for a small team — reviewing work, catching errors, and coaching less-experienced team members.
• Strong organizational skills; capable of managing a book of 40–60+ accounts without anything falling through the cracks.
• Exceptional communication skills, grounded in a client-first mindset.

Nice To Haves

• Familiarity with Profit First by Mike Michalowicz, Built to Sell by John Warrilow, and Traction by Gino Wickman is a strong asset.

Responsibilities

• Own client relationships across onboarding, steady-state service, and renewal/upsell conversations.
• Review accounting and tax deliverables before they reach the client, catching errors early.
• Run the weekly cadence that keeps accounting/tax production on time and accurate.
• Coordinate with the Bookkeeper, Tax Preparer, and Tax Advisor to keep every account on schedule.
• Build and refine the SOPs that let this operation run without leadership touching every account.
• Report retention, satisfaction, and workflow health directly to the CEO.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed