Client Account Manager
Full-time
Anavah Talent
Client Account Manager
Engagement: 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.
RESPONSIBILITIES
Client Delivery Operations
- Assemble and upload finalized tax packets, cover letters, and compliance documents
- Track submissions, maintain organized deliverables, and follow QA steps
- Support entity workflows (state registrations/dissolutions)
Client Service Operations
- Request client documents and triage questions to the right team
- Coordinate onboarding steps, meetings, and follow-ups
Process Improvement
- Create templates, checklists, and documentation
- Identify workflow bottlenecks and suggest improvements
- Support ticketing/customer support tools and work with engineering to enhance client systems
Requirements
- 3–5 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 writing
- Self-starter, process-oriented, detail-focused, and highly organized
- Comfortable with ambiguity, independent, proactive
- Proficient in Google Sheets/Excel, Slack, task boards, AI tools; experience with ticketing systems (Pylon preferred)
- Bachelor’s degree (preferably with honors)
Preferred
- U.S. startup experience
- Accounting, CPA, bookkeeping, or tax prep background
- Track record of exceeding CSAT, SLA, or QA targets
Benefits
- Work From Home
- Training & Development
Vacancy posted 28 days ago
Similar jobs that could be interesting for youBased on the Client Account Manager in Cebu vacancy
- ...Client Profile: An IT company that provides different kinds of application that are using for new innovative application. Position: General Accounting Manager Industry: IT Company Location: Cebu City Salary: Php 50,000-Php70,000 Schedule: 8am-5pm Mondays...
- ...Position Title: Account Management Associate / Officer Location: Assigned in Cebu City and nearby areas within Cebu Province Job Summary... ...Associate / Officer shall be responsible for managing client relationships, generating new business opportunities, and assisting...
- ...The Accounting Supervisor / Manager is responsible for the processing of revenue related transactions. The tasks include review of percentage of... ...He or she is also in-charge of reviewing and reconciling clients accounts, and scheduling and coordination for collections...
- ...An Account Manager is responsible for building and maintaining strong client relationships, managing accounts to ensure client satisfaction, and driving business growth. They serve as the primary point of contact between the client and the company, ensuring that client...
- ...Client Profile: A Japanese IT company providing services for technologies support that was established in 2011 in the Philippine Industry. Position: Accounting Manager Industry: IT Company Salary: Php40,000 – Php70,000 Location: Cebu Business Park, Cebu City...
- ...for pooling We are looking for a highly motivated and results-driven Account Manager to manage and grow client relationships. The ideal candidate will be responsible for overseeing a portfolio of assigned clients, developing new business opportunities, and ensuring high...
- 1. Talk to clients & handle inquiries sales 2. Develop and maintain relationships with new and existing clients 3. Achieve monthly and quarterly sales targets 4. Prepare and submit sales reports and forecasts 5. Coordinate with marketing and operations teams to ensure...
- ...Initiate and develop relationships with clients for business growth. Stay abreast of recent industry trends. Develop and maintain... ...detailed business plans for client projects. Work with management in developing timely solutions for client requirements. Conduct...
- ...for pooling We are seeking a skilled and proactive Account Manager to join our team. In this role, you will serve as the primary point of contact for clients, ensuring their needs are met while fostering long-term relationships. You will collaborate with internal teams...
- ...customers for our complete logistics services. Manage and maintain relationship with the existing accounts. Do telemarketing and conduct outdoor sales for... ...Assigned Special Duties May represent FMGLPI during client meetings or presentations as necessary. May...
- ...2009. They provide ESL education to their client. Company Industry: Education and... ...JOB REQUIREMENTS: Bachelor’s degree in Accounting, Finance, or related field At least 5 years of experience in an Accounting Manager or similar leadership role Strong knowledge...
- ...Marketing, Engineering, Architecture, Real Estate Management, or related field ~3–5 years experience in account management, sales, or business development ~... ...and presentation skills ~ Willing to travel for client meetings and site visits Responsibilities:...
- ...Manage client relationships and ensure customer satisfaction. Develop and execute account strategies to meet sales goals. Collaborate with internal teams to deliver outstanding service. Conduct regular check-ins and performance reviews with clients. Identify...
- ...Finance and Accounting Manager Location: Main Office (On-Site) Employment Type: Full-Time Lead Our Financial Success! Litecrete Corp. is looking for a results-driven Finance and Accounting Manager to oversee our financial operations and help drive business...
- ...Key Responsibilities: Manage and supervise the accounting team and daily accounting operations. Prepare and review financial statements, reports, and budgets. Ensure accurate recording of financial transactions. Monitor accounts payable, accounts receivable...
- ...We are looking for an Account Manager to create long-term, trusting relationships with our customers. The Account Manager’s role is to oversee... ...of assigned customers, develop new business from existing clients and actively seek new sales opportunities....
- ...Key Responsibilities Manage and oversee sales operations within the assigned geographic area. Develop and implement strategic... ...and customer needs. Maintain strong relationships with key clients and distributors. Track sales performance metrics and prepare...
- ...Manage financial processes, oversee audits, and ensure accurate billing and reconciliations. Manage and oversee daily accounting operations Prepare financial statements and reports Ensure compliance with accounting standards and regulations Supervise and mentor...
- ...Job Title: Accounting Manager Salary Range: 30,000 – 50,000 per month Responsibilities: Financial Oversight & Reporting: Lead month-end and year-end closing processes while ensuring full compliance with GAAP, local tax regulations, and statutory reporting standards...
- ...An Accounting Manager oversees the orgnization's accounting operations, ensures accurate financial reporting, maintains compliance with regulations, and manages the accounting team. Key responsibilities : # Manage Accounting Operations # Prepared financial Reports...
- ...As a Management Accountant for a growing Australian company, you will serve as a strategic financial partner rather than a traditional bookkeeper. You will manage a complex multi-entity structure involving 8 Xero files across two core business entities. Your objective...
- - Bachelor Degree Graduate of Business Administration, Retail Management or any Business related course - Minimum five (5) to seven (7) years of proven working experience as area manager, store manager, assistant manager or similar managerial role - Skilled in managing...
- ...Oversee daily accounting operations and ensure accuracy in financial reporting. Lead month-end and year-end closing processes, including reconciliations. Manage budgeting, forecasting, and financial analysis activities. Ensure compliance with financial regulations...
- ...Client Profile: A Japanese IT company established in 2011, providing technology support services in the Philippine market.... ...compliance standards, and employee-focused culture. Position: Accounting Operations Manager Industry: IT Company Salary: Php40,000 – Php70,000...
- ...The Accounting Manager leads the accounting team, manages day-to-day financial operations, and makes sure the company complies with Philippine tax laws and accounting standards. Key Responsibilities -Prepare monthly, quarterly, and annual financial statements...
- ...recommendations to support business decisions Collaborate with management to develop cost-saving strategies and efficiency improvements... ...a culture of continuous improvement Bachelor's degree in Accounting, Finance, or related field; preferably CPA Minimum of 4...
- ...Coordinate activities involving sales. Create opportunities for account growth and new business. Works with the project team to maintain knowledge of the ongoing projects. Assist in resolving customer complaints regarding sales and service. Coordinate with...
- ...Job Overview Level Up is seeking an experienced Accounting Manager to lead the company's accounting operations and ensure accurate financial reporting, regulatory compliance, and effective financial management. This role is responsible for overseeing day-to-day accounting...
- ...you! We are currently seeking talented and skilled professionals to join our team as a Sales Manager. This direct-hire job is located in Cebu City, Cebu. As an Account Manager, you will be expected to maintain monthly sales achievement, develop, establish, and...
- ...Production and presentation of Financial Reports to management Ensures cost efficient operations and sound financial management... ...policies and procedures Qualifications: Bachelor’s degree in Accountancy, Finance, or a related field At least 3–5 years of...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Account Manager. Be the first to apply!
