Jackson Hewitt Tax Service Inc. ยท 1 day ago
Client Account Manager- Bookkeeping Services
United States
Full-time
Remote
Entry, Mid Level
$23.70/hr - $29.71/hr
2+ years expJackson Hewitt Tax Service Inc. is launching a new bookkeeping line of business aimed at supporting small business clients. They are seeking a Client Account Manager to serve as the primary point of contact for clients, coordinating closely with offshore bookkeeping teams to ensure high-quality service delivery.
Financial Services
Responsibilities
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
Qualification
Required
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
Prior client-facing or service delivery experience
High school diploma required
2 to 4 years of experience in bookkeeping, accounting support, or client account management
Preferred
Associate's or bachelor's degree in accounting, finance, or a related field
Experience working with accounting software
Experience coordinating workflows across teams or functions
Experience working with offshore support teams
Familiarity with Xero or similar accounting tools
Benefits
401(k) matching
Competitive salary
Training & development
Company
Jackson Hewitt Tax Service Inc.
When every dollar matters, it matters who does your taxes. At Jackson Hewitt, we are the lucky ones.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Gerry Toro
Chief Executive Officer
Gregory Macfarlane
Chief Executive Officer & President
Recent News
2022-09-01
Company data provided by crunchbase