Client Account Manager- Bookkeeping Services
Jackson Hewitt Tax Service Inc., Sarasota, Florida, United States, 34243
Benefits
401(k)
401(k) matching
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Wellness resources
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
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
Onboarding & Service Coordination
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
Quality Oversight & Issue Resolution
Review offshore bookkeeping work, including reconciliations and monthly reports
Ensure accuracy, completeness, and consistency before delivery to clientsDeliver 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
Program Development & Continuous Improvement
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
Skills You Will Bring for Success
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
Experience
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
What Success Looks Like
Smooth, professional client onboarding
Clear and efficient handoffs to offshore teams
Accurate and timely monthly financial reporting
Fast identification and resolution of client issues
Positive client feedback and retention
Continuous improvement driven by client insights
#J-18808-Ljbffr
401(k)
401(k) matching
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Wellness resources
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
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
Onboarding & Service Coordination
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
Quality Oversight & Issue Resolution
Review offshore bookkeeping work, including reconciliations and monthly reports
Ensure accuracy, completeness, and consistency before delivery to clientsDeliver 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
Program Development & Continuous Improvement
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
Skills You Will Bring for Success
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
Experience
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
What Success Looks Like
Smooth, professional client onboarding
Clear and efficient handoffs to offshore teams
Accurate and timely monthly financial reporting
Fast identification and resolution of client issues
Positive client feedback and retention
Continuous improvement driven by client insights
#J-18808-Ljbffr