Client Account Manager - Bookkeeping Services

About the Role

Title: Client Account Manager- Bookkeeping Services

Location:• Fully Remote - US

Full Time

Job Description:

Benefits:

401(k) matching

Competitive salary

Training & development

We are launching a new bookkeeping line of business designed to support small business clients with accurate, reliable, and timely financial recordkeeping. As part of this initiative, we are hiring a Client Account Manager – Bookkeeping Services to serve as the primary point of contact for clients and to help shape how this new offering operates as we scale.

This role blends client relationship management, onboarding, and service oversight. You will own the client experience while coordinating closely with offshore bookkeeping teams to ensure high-quality delivery.

Role Overview

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

Key Responsibilities

Client Relationship & Account Management

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

Onboarding & Service Coordination

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

Quality Oversight & Issue Resolution

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

Program Development & Continuous Improvement

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

Skills You Will Bring for Success

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

Experience

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

What Success Looks Like

Smooth, professional client onboarding

Clear and efficient handoffs to offshore teams

Accurate and timely monthly financial reporting

Fast identification and resolution of client issues

Positive client feedback and retention

Continuous improvement driven by client insights

This is a remote position.

Compensation: $23.70 - $29.71 per hour

Working at Jackson Hewitt

Jackson Hewitt is a national brand with local heart. After 40+ years and our name on over 65 million returns, we’re not only committed to providing a better tax experience for the hardest-working Americans, but we also strive to change the lives in our communities for the better, too. We offer a full suite of tax preparation services and guidance. Join us.

Taxes are fun (really!)

At Jackson Hewitt, we’re proud to offer tax training to beginners and continuing education courses for more seasoned Tax Pros. We offer on-the-job mentorships too, and we’re always championing your professional success and personal goals. Enjoy a flexible schedule and work that works around you for a change. Plus, start earning extra income and learning a recession-proof life skill now.

PTIN Certification: Yes

Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

CANDIDATE ACKNOWLEDGEMENT:

Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation.

I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered.

I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process.

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By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.