Client Success Manager – Accounting, Tax & Advisory Operations

ASK BOSCO® - Marketing AI

Client Success Manager overseeing accounting, tax, and advisory operations for small-business clients. Managing relationships, reviewing deliverables, coordinating production, and reporting workflow health to the CEO.

Posted 8/5/2026full-timeRemote • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client relationship management, accounting, and tax deliverables, with a strong focus on operational efficiency and error prevention. Proficient in managing multiple accounts while ensuring high levels of client satisfaction and workflow health.

Highest-signal resume keywords

Client Relationship ManagementPublic Accounting ExperienceCPA DesignationOrganizational SkillsError Review and Coaching

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AccountingTax PreparationSOP DevelopmentWorkflow ManagementClient Onboarding

Soft Skills

Exceptional CommunicationClient-First Mindset

Tools & Technologies

Profit FirstBuilt to SellTraction

Certifications & Qualifications

CPAEnrolled Agent

Industry Keywords

Public AccountingTax AdvisorySmall and Mid-Sized Businesses

About the role

Key responsibilities & impact

Own client relationships across onboarding, steady-state service, and renewal/upsell conversations
Review accounting and tax deliverables before they reach the client, catching errors early
Run the weekly cadence that keeps accounting/tax production on time and accurate
Coordinate with the Bookkeeper, Tax Preparer, and Tax Advisor to keep every account on schedule
Build and refine SOPs for the operation
Report retention, satisfaction, and workflow health directly to the CEO

Requirements

What you’ll need

3+ years of experience in public accounting, tax, or advisory roles
Experience with small and mid-sized businesses
CPA designation preferred, or Enrolled Agent certification, or equivalent hands-on experience
Demonstrated experience personally managing client relationships
Ability to review work, catch errors, and coach less-experienced team members
Strong organizational skills and ability to manage 40–60+ accounts
Familiarity with Profit First, Built to Sell, and Traction is a strong asset
Exceptional communication skills and a client-first mindset

Benefits

Comp & perks

Remote work arrangement