Client Success Manager – Accounting, Tax & Advisory Operations
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Job Description
Client Success Manager overseeing accounting, tax, and advisory operations for small-business clients. Managing relationships, reviewing deliverables, coordinating production, and reporting workflow health to the CEO.
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 SOPs for the operation
- Report retention, satisfaction, and workflow health directly to the CEO
Requirements:
- 3+ years of experience in public accounting, tax, or advisory roles
- Experience with small and mid-sized businesses
- CPA designation preferred, or Enrolled Agent certification, or equivalent hands-on experience
- Demonstrated experience personally managing client relationships
- Ability to review work, catch errors, and coach less-experienced team members
- Strong organizational skills and ability to manage 40–60+ accounts
- Familiarity with Profit First, Built to Sell, and Traction is a strong asset
- Exceptional communication skills and a client-first mindset
Benefits:
- Remote work arrangement
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