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.

• Act as a trusted advisor and implement sales strategies to exceed sales targets in SLED accounts • Utilize a consultative selling approach with key client stakeholders • Meet with key influencers, decision-makers, and C-levels to present Arista’s value proposition • Work with Arista systems engineers to design and position compelling solutions • Collaborate with technology partners to identify prospects and demonstrate best-in-class solutions • Establish and manage key channel relationships in your territory • Formulate strategic and tactical account plans based on periodic business reviews • Conduct demand generation activities such as happy hours, lunch-n-learns and technology forums • Keep up-to-date with technology partner solutions and competitor strategies.

• Act as a trusted advisor and implement sales strategies • Exceed measurable sales objectives • Utilize a consultative selling approach with key client stakeholders • Meet with key influencers, decision-makers, and C-levels • Work with Arista systems engineers to design compelling solutions • Collaborate with technology partners to identify prospects • Establish and manage key channel relationships • Formulate strategic and tactical account plans • Conduct demand generation activities such as happy hours and technology forums

• Own and deliver territory and account plans to achieve agreed goals and KPIs. • Identify, prioritize, and develop key customer relationships in line with product strategy. • Use CRM tools to manage call planning, tracking, and follow-up activities effectively. • Build trusted relationships with key external experts and decision-makers. • Act as a local product expert and deliver compliant, high-quality product information using approved materials. • Plan and execute live and virtual customer events and presentations. • Monitor market trends and gather competitive intelligence, sharing relevant insights with internal teams. • Work in full alignment with AbbVie policies, SOPs, ethical standards, and applicable regulations.