Client Account Manager Bookkeeping Services
Jackson Hewitt - Headquarters, Sarasota, Florida, United States, 34243
Benefits
Competitive salary Training & development 401(k) Bonus based on performance Wellness resources Dental insurance Flexible schedule Health insurance Paid time off We are launching a new bookkeeping line of business designed to support small business clients with accurate, reliable, and timely financial recordkeeping. As part of this initiative, we are hiring a Client Account Manager – Bookkeeping Services to serve as the primary point of contact for clients and to help shape how this new offering operates as we scale. This role blends client relationship management, onboarding, and service oversight. You will own the client experience while coordinating closely with offshore bookkeeping teams to ensure high-quality delivery. Role Overview
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 Key Responsibilities
Client Relationship & Account Management — Receive and qualify leads from field tax preparers Client Relationship & Account Management — Contact prospective clients, explain the bookkeeping service, and guide them through enrollment Client Relationship & Account Management — Manage client sign-up, billing setup, and ongoing account communication Client Relationship & Account Management — Serve as the main point of contact for client questions and light-touch support Client Relationship & Account Management — Proactively manage expectations, timelines, and deliverables Onboarding & Service Coordination — Gather required documents and system access during onboarding Onboarding & Service Coordination — Prepare clean, complete onboarding packages for offshore bookkeeping teams Onboarding & Service Coordination — Coordinate client handoffs and ensure offshore teams have the information they need Onboarding & Service Coordination — Monitor workflow, turnaround times, and service quality across accounts Quality Oversight & Issue Resolution — Review offshore bookkeeping work, including reconciliations and monthly reports Quality Oversight & Issue Resolution — Ensure accuracy, completeness, and consistency before delivery to clients Quality Oversight & Issue Resolution — Deliver final reports and respond to basic client questions Quality Oversight & Issue Resolution — Handle escalations, missing information, and exceptions Quality Oversight & Issue Resolution — Identify clients whose needs exceed the MVP offering and flag upsell or transition opportunities Program Development & Continuous Improvement — Identify gaps in processes, templates, and SOPs Program Development & Continuous Improvement — Suggest improvements based on real client interactions and delivery outcomes Program Development & Continuous Improvement — Help refine the operating model as the bookkeeping business evolves Skills You Will Bring for Success — Strong client communication and relationship management skills Skills You Will Bring for Success — Solid understanding of basic bookkeeping and financial statements Skills You Will Bring for Success — High attention to detail and strong organizational skills Skills You Will Bring for Success — Ability to manage multiple client accounts and deadlines Skills You Will Bring for Success — Comfort reviewing bookkeeping work for accuracy and completeness Skills You Will Bring for Success — Ability to coordinate across onshore and offshore teams Skills You Will Bring for Success — Entrepreneurial mindset and comfort working in an evolving environment Skills You Will Bring for Success — Experience working with offshore support teams is a plus Skills You Will Bring for Success — Familiarity with Xero or similar accounting tools is helpful Experience — Prior client-facing or service delivery experience Experience — High school diploma required. Associate’s or bachelor’s degree in accounting, finance, or a related field preferred Experience — 2 to 4 years of experience in bookkeeping, accounting support, or client account management Experience — Experience working with accounting software preferred Experience — Experience coordinating workflows across teams or functions What Success Looks Like — Smooth, professional client onboarding What Success Looks Like — Clear and efficient handoffs to offshore teams What Success Looks Like — Accurate and timely monthly financial reporting What Success Looks Like — Fast identification and resolution of client issues What Success Looks Like — Positive client feedback and retention What Success Looks Like — Continuous improvement driven by client insights This is a remote position. PTIN Certification: Yes Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. CANDIDATE ACKNOWLEDGEMENT: Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation. I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered. I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process. By providing my phone number, I consent to receive automated telephone calls and/or text messages from Jackson Hewitt and its agents regarding Jackson Hewitt employment opportunities. Message and data rates may apply. Text STOP to opt-out. By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.
#J-18808-Ljbffr
Competitive salary Training & development 401(k) Bonus based on performance Wellness resources Dental insurance Flexible schedule Health insurance Paid time off We are launching a new bookkeeping line of business designed to support small business clients with accurate, reliable, and timely financial recordkeeping. As part of this initiative, we are hiring a Client Account Manager – Bookkeeping Services to serve as the primary point of contact for clients and to help shape how this new offering operates as we scale. This role blends client relationship management, onboarding, and service oversight. You will own the client experience while coordinating closely with offshore bookkeeping teams to ensure high-quality delivery. Role Overview
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 Key Responsibilities
Client Relationship & Account Management — Receive and qualify leads from field tax preparers Client Relationship & Account Management — Contact prospective clients, explain the bookkeeping service, and guide them through enrollment Client Relationship & Account Management — Manage client sign-up, billing setup, and ongoing account communication Client Relationship & Account Management — Serve as the main point of contact for client questions and light-touch support Client Relationship & Account Management — Proactively manage expectations, timelines, and deliverables Onboarding & Service Coordination — Gather required documents and system access during onboarding Onboarding & Service Coordination — Prepare clean, complete onboarding packages for offshore bookkeeping teams Onboarding & Service Coordination — Coordinate client handoffs and ensure offshore teams have the information they need Onboarding & Service Coordination — Monitor workflow, turnaround times, and service quality across accounts Quality Oversight & Issue Resolution — Review offshore bookkeeping work, including reconciliations and monthly reports Quality Oversight & Issue Resolution — Ensure accuracy, completeness, and consistency before delivery to clients Quality Oversight & Issue Resolution — Deliver final reports and respond to basic client questions Quality Oversight & Issue Resolution — Handle escalations, missing information, and exceptions Quality Oversight & Issue Resolution — Identify clients whose needs exceed the MVP offering and flag upsell or transition opportunities Program Development & Continuous Improvement — Identify gaps in processes, templates, and SOPs Program Development & Continuous Improvement — Suggest improvements based on real client interactions and delivery outcomes Program Development & Continuous Improvement — Help refine the operating model as the bookkeeping business evolves Skills You Will Bring for Success — Strong client communication and relationship management skills Skills You Will Bring for Success — Solid understanding of basic bookkeeping and financial statements Skills You Will Bring for Success — High attention to detail and strong organizational skills Skills You Will Bring for Success — Ability to manage multiple client accounts and deadlines Skills You Will Bring for Success — Comfort reviewing bookkeeping work for accuracy and completeness Skills You Will Bring for Success — Ability to coordinate across onshore and offshore teams Skills You Will Bring for Success — Entrepreneurial mindset and comfort working in an evolving environment Skills You Will Bring for Success — Experience working with offshore support teams is a plus Skills You Will Bring for Success — Familiarity with Xero or similar accounting tools is helpful Experience — Prior client-facing or service delivery experience Experience — High school diploma required. Associate’s or bachelor’s degree in accounting, finance, or a related field preferred Experience — 2 to 4 years of experience in bookkeeping, accounting support, or client account management Experience — Experience working with accounting software preferred Experience — Experience coordinating workflows across teams or functions What Success Looks Like — Smooth, professional client onboarding What Success Looks Like — Clear and efficient handoffs to offshore teams What Success Looks Like — Accurate and timely monthly financial reporting What Success Looks Like — Fast identification and resolution of client issues What Success Looks Like — Positive client feedback and retention What Success Looks Like — Continuous improvement driven by client insights This is a remote position. PTIN Certification: Yes Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. CANDIDATE ACKNOWLEDGEMENT: Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation. I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered. I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process. By providing my phone number, I consent to receive automated telephone calls and/or text messages from Jackson Hewitt and its agents regarding Jackson Hewitt employment opportunities. Message and data rates may apply. Text STOP to opt-out. By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.
#J-18808-Ljbffr