Jackson Hewitt Tax Service Inc.

Client Account Manager – Bookkeeping Services

Jackson Hewitt Tax Service Inc.

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $24 - $30 per hour

About the role

  • 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

Requirements

  • 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
  • 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
Benefits
  • 401(k) matching
  • Competitive salary
  • Training & development

Applicant Tracking System Keywords

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

Hard skills
bookkeepingfinancial statementsaccount managementworkflow coordinationaccuracy reviewservice deliveryclient onboardingbilling setupreconciliationsmonthly reports
Soft skills
client communicationrelationship managementattention to detailorganizational skillsmulti-taskingentrepreneurial mindsetproblem-solvingprocess improvementexpectation managementteam coordination
Certifications
high school diplomaassociate's degreebachelor's degree