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Jackson Hewitt logo
Jackson Hewitt

Jackson Hewitt is a full-service tax services company with a mission to transform the way its customers engage with their personal finances. Headquartered in Je

Client Account Manager – Bookkeeping Services

Location

United States

Posted

163 days ago

Salary

$23 - $29 / hour

Seniority

Mid Level

High School2 yrs expEnglish

Job Description

Client Account Manager – Bookkeeping Services

Jackson Hewitt

• 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

Job Requirements

  • Strong client communication and relationship management skills
  • Solid understanding of basic bookkeeping and financial statements
  • High attention to detail and strong organizational skills
  • Ability to manage multiple client accounts and deadlines
  • Comfort reviewing bookkeeping work for accuracy and completeness
  • Ability to coordinate across onshore and offshore teams
  • Entrepreneurial mindset and comfort working in an evolving environment
  • Experience working with offshore support teams is a plus
  • Familiarity with Xero or similar accounting tools is helpful
  • Prior client-facing or service delivery experience
  • High school diploma required.
  • Associate’s or bachelor’s degree in accounting, finance, or a related field preferred
  • 2 to 4 years of experience in bookkeeping, accounting support, or client account management
  • Experience working with accounting software preferred
  • Experience coordinating workflows across teams or functions

Benefits

  • 401(k) matching
  • Competitive salary
  • Training & development

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