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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
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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