Client Account Manager

Anavah Talent

Client Account Manager supporting tax accounting operations for fast-growing tech firm. Handling client delivery, onboarding, and process improvement within a remote setup.

Posted 7/22/2026full-timeRemote • 🇵🇭 PhilippinesMid-LevelSenior💰 $1,200 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer experience management, operations, and account management, with a strong focus on process improvement and client support. Proficient in utilizing tools like Google Sheets, Excel, and ticketing systems to enhance workflows and deliver high-quality service.

Highest-signal resume keywords

Customer Experience ManagementAccounting or Tax PreparationGoogle Sheets/Excel ProficiencyTicketing Systems ExperienceBachelor’s Degree

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax PreparationAccountingFinanceData OrganizationProcess ImprovementWorkflow ManagementDocumentation CreationClient OnboardingQuality AssuranceCustomer Support

Soft Skills

Detail-FocusedHighly OrganizedProactiveSelf-StarterComfortable with Ambiguity

Tools & Technologies

Google SheetsExcelSlackTask BoardsAI ToolsPylon

Certifications & Qualifications

CPABookkeeping

Industry Keywords

U.S. ClientsStartupsCSATSLAQA Targets

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Work From Home
Training & Development