Jackson Hewitt

Title: Account Manager - Bookkeeping & Client Advisory Location: co-Alamosa US Full Time Hybrid Job Description: Replies within 24 hours Benefits: - 401(k) - 401(k) matching - Bonus based on performance - Company parties - Employee discounts - Flexible schedule - Opportunity for advancement - Training & development - Wellness resources We are seeking a proactive and client-focused Account Manager to oversee the bookkeeping work and client experience for a portfolio of small business clients. The Account Manager will serve as the primary point of contact for assigned clients, ensuring their books are accurate, timely, and useful for strategic decision-making. This position requires someone who is a strong communicator, highly organized, and capable of bridging the gap between bookkeeping production and proactive client support. The ideal candidate will work closely with both the bookkeeping team and leadership to guide clients toward better financial clarity and support the company's growth into advisory-focused services. Key Responsibilities: - Client Relationship Management: Serve as the primary point of contact for assigned bookkeeping clients, building strong, professional relationships through timely communication, follow-through, and proactive support. - Client Communication: Respond to client questions, concerns, and requests in a clear, helpful manner, and communicate regarding missing information, document requests, transaction questions, and payroll needs. - Bookkeeping Oversight: Oversee the bookkeeping process for assigned accounts, monitoring for accuracy, completeness, and consistency according to company standards. - Work Review: Review financial work prepared by bookkeepers, including transaction categorization, reconciliations, financial reports, and month-end close tasks to ensure deadlines are met. - Team Leadership & Guidance: Provide guidance, feedback, and support to bookkeepers assigned to client accounts, helping them understand client-specific workflows and improve their judgment and efficiency. - Team Development: Support the development of bookkeepers, assist with training and workflow clarification, and encourage accountability and high-quality work within the team. - Advisory & Client Insight: Review client financial information to identify trends, concerns, and opportunities, helping clients better understand their financial reports and bookkeeping results. - Service Expansion: Communicate observations to leadership when a client may benefit from advisory services, tax planning, payroll support, cleanup work, or additional services. - Workflow Optimization: Follow and help refine established bookkeeping workflows, company procedures, and quality standards to eliminate bottlenecks and improve scalability. - System Utilization: Use company tools and systems effectively to track work, maintain visibility across accounts, and partner with leadership to improve internal service delivery. Qualifications: - Strong understanding of bookkeeping principles and basic accounting concepts. - Ability to review bookkeeping work for accuracy, completeness, and consistency. - Strong written and verbal communication skills for direct client and team interaction. - Excellent organizational and time management skills to manage multiple client accounts, deadlines, and priorities. - High attention to detail and a strong commitment to quality and problem-solving. - Ability to support, guide, and mentor team members with patience, clarity, and accountability. - Alignment with company standards, values, and client service expectations, with a willingness to adapt as services evolve. Education & Experience: - QBO Certification Level 1 and 2 required. - QBO Payroll Certification required. - Minimum of 2 years of QuickBooks Online (QBO) experience required. - Minimum of 2 years of management or team leadership experience required. - Prior experience managing bookkeeping clients or reviewing bookkeeping work is preferred. - Experience leading, training, or mentoring bookkeepers is highly desired. - Experience with QuickBooks Online Payroll, month-end close processes, reconciliations, and financial reports. - Comfort using technology, automation, and workflow management tools. - Interest in advisory services, financial insight, and helping small business owners better understand their numbers. Flexible work from home options available. Compensation: $25.00 - $27.00 per hour Working at Jackson Hewitt Jackson Hewitt is an innovator with nearly 6,000 locations, and we’re on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more. Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too. PTIN Certification: Yes By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.

Title: Account Manager - Bookkeeping And Client Advisory Location: US, Remote Job Description: Benefits: - 401(k) - 401(k) matching - Bonus based on performance - Company parties - Employee discounts - Flexible schedule - Opportunity for advancement - Training & development - Wellness resources We are seeking a proactive and client-focused Account Manager to oversee the bookkeeping work and client experience for a portfolio of small business clients. The Account Manager will serve as the primary point of contact for assigned clients, ensuring their books are accurate, timely, and useful for strategic decision-making. This position requires someone who is a strong communicator, highly organized, and capable of bridging the gap between bookkeeping production and proactive client support. The ideal candidate will work closely with both the bookkeeping team and leadership to guide clients toward better financial clarity and support the company's growth into advisory-focused services. Key Responsibilities: - Client Relationship Management: Serve as the primary point of contact for assigned bookkeeping clients, building strong, professional relationships through timely communication, follow-through, and proactive support. - Client Communication: Respond to client questions, concerns, and requests in a clear, helpful manner, and communicate regarding missing information, document requests, transaction questions, and payroll needs. - Bookkeeping Oversight: Oversee the bookkeeping process for assigned accounts, monitoring for accuracy, completeness, and consistency according to company standards. - Work Review: Review financial work prepared by bookkeepers, including transaction categorization, reconciliations, financial reports, and month-end close tasks to ensure deadlines are met. - Team Leadership & Guidance: Provide guidance, feedback, and support to bookkeepers assigned to client accounts, helping them understand client-specific workflows and improve their judgment and efficiency. - Team Development: Support the development of bookkeepers, assist with training and workflow clarification, and encourage accountability and high-quality work within the team. - Advisory & Client Insight: Review client financial information to identify trends, concerns, and opportunities, helping clients better understand their financial reports and bookkeeping results. - Service Expansion: Communicate observations to leadership when a client may benefit from advisory services, tax planning, payroll support, cleanup work, or additional services. - Workflow Optimization: Follow and help refine established bookkeeping workflows, company procedures, and quality standards to eliminate bottlenecks and improve scalability. - System Utilization: Use company tools and systems effectively to track work, maintain visibility across accounts, and partner with leadership to improve internal service delivery. Qualifications: - Strong understanding of bookkeeping principles and basic accounting concepts. - Ability to review bookkeeping work for accuracy, completeness, and consistency. - Strong written and verbal communication skills for direct client and team interaction. - Excellent organizational and time management skills to manage multiple client accounts, deadlines, and priorities. - High attention to detail and a strong commitment to quality and problem-solving. - Ability to support, guide, and mentor team members with patience, clarity, and accountability. - Alignment with company standards, values, and client service expectations, with a willingness to adapt as services evolve. Education & Experience: - QBO Certification Level 1 and 2 required. - QBO Payroll Certification required. - Minimum of 2 years of QuickBooks Online (QBO) experience required. - Minimum of 2 years of management or team leadership experience required. - Prior experience managing bookkeeping clients or reviewing bookkeeping work is preferred. - Experience leading, training, or mentoring bookkeepers is highly desired. - Experience with QuickBooks Online Payroll, month-end close processes, reconciliations, and financial reports. - Comfort using technology, automation, and workflow management tools. - Interest in advisory services, financial insight, and helping small business owners better understand their numbers. Flexible work from home options available. Compensation: $25.00 - $27.00 per hour Working at Jackson Hewitt Jackson Hewitt is an innovator with nearly 6,000 locations, and we’re on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more. Taxes are fun (really!) Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.

• Provide online remote assistance and exceptional client service • Connect with clients and preparers in a fun, fast-paced environment

• Inbound/Outbound calls to clients to learn about and address their needs, complaints, or other issues with products or services. • Respond efficiently and accurately to client inquiries, explain possible solutions, and ensure that clients feel supported and valued. • Present a professional, courteous, and confident demeanor via verbal and/or written communications. • Take ownership in assisting, researching, resolving, or escalating customer issues. • Respond to customer queries in a timely and accurate way, via phone, email, or chat. • Diligently and accurately document customer records and cases. • Engage in active listening with callers, confirm or clarify information and diffuse angry clients, as needed. • Make sales or recommendations for products or services that may better suit client needs. • Utilize software, databases, scripts, and tools appropriately. • Use multiple tools, knowledge base, and communication skills to effectively research and provide accurate information with the goal of recommending the customer’s next best action to take towards service completion.

• Own the client relationship from onboarding through ongoing service • Serve as the primary point of contact for bookkeeping clients • Coordinate onboarding, handoffs, and ongoing delivery with offshore teams • Ensure a smooth, professional, and responsive client experience • Act as an entrepreneurial partner in refining and scaling the bookkeeping model • Receive and qualify leads from field tax preparers • Contact prospective clients, explain the bookkeeping service, and guide them through enrollment • Manage client sign-up, billing setup, and ongoing account communication • Serve as the main point of contact for client questions and light-touch support • Proactively manage expectations, timelines, and deliverables • Gather required documents and system access during onboarding • Prepare clean, complete onboarding packages for offshore bookkeeping teams • Coordinate client handoffs and ensure offshore teams have the information they need • Monitor workflow, turnaround times, and service quality across accounts • Review offshore bookkeeping work, including reconciliations and monthly reports • Ensure accuracy, completeness, and consistency before delivery to clients • Deliver final reports and respond to basic client questions • Handle escalations, missing information, and exceptions • Identify clients whose needs exceed the MVP offering and flag upsell or transition opportunities • Identify gaps in processes, templates, and SOPs • Suggest improvements based on real client interactions and delivery outcomes • Help refine the operating model as the bookkeeping business evolves