Client Account Manager
Anavah Talent
full-time
Posted on:
Location Type: Remote
Location: Philippines
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Salary
💰 $1,200 per month
About the role
- Assemble and upload finalized tax packets, cover letters, and compliance documents
- Track submissions, maintain organized deliverables, and follow QA steps
- Support entity workflows (state registrations/dissolutions)
- Request client documents and triage questions to the right team
- Coordinate onboarding steps, meetings, and follow-ups
- Create templates, checklists, and documentation
- Identify workflow bottlenecks and suggest improvements
- Support ticketing/customer support tools and work with engineering to enhance client systems
Requirements
- 3–5 years in CX, operations, account management, or white-glove customer support (U.S. clients/startups preferred)
- 1+ year in accounting, finance, banking, or tax prep (or supporting these industries)
- Strong English proficiency (C2+), excellent writing
- Self-starter, process-oriented, detail-focused, and highly organized
- Comfortable with ambiguity, independent, proactive
- Proficient in Google Sheets/Excel, Slack, task boards, AI tools; experience with ticketing systems (Pylon preferred)
- Bachelor’s degree (preferably with honors)
- **Preferred**
- U.S. startup experience
- Accounting, CPA, bookkeeping, or tax prep background
- Track record of exceeding CSAT, SLA, or QA targets
Benefits
- Work From Home
- Training & Development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
accountingfinancetax preparationbookkeepingcompliance documentationquality assuranceworkflow improvementdata organizationtemplate creationchecklist development
Soft skills
detail-orientedhighly organizedself-starterprocess-orientedproactivecomfortable with ambiguityexcellent writingstrong English proficiencyindependentcustomer support
Certifications
Bachelor's degreeCPA