Client Account Manager- Bookkeeping Services Fully Remote - US

Client Account Manager- Bookkeeping Services

Full Time • Fully Remote - US
Benefits:
  • 401(k) matching
  • Competitive salary
  • Training & development


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 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
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 


 

This is a remote position.

Compensation: $23.70 - $29.71 per hour




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.

(if you already have a resume on Indeed)

Or apply here.

* required fields

Location
Or
Or
If no code provided, add their name instead.

More than a job. Get a boost for your future.

Work-Life Balance
We offer seasonal opportunities and flexible schedules, including full-time and part-time opportunities, for a variety of positions. That leaves the rest of your time to build out your dreams, grow your skills, spend time with family, and live your life.
Stability
Over 150 million people file taxes every year and more than half use tax services. Jackson Hewitt Tax Pros come back year after year, growing their skills and expertise.
Free Tax Education
With free tax education at all Jackson Hewitt corporate-owned locations, learning to prepare taxes will benefit you at Jackson Hewitt and beyond.
Be the Difference
Who knows your community better than you do? Join a team that helps your neighbors with what is likely their most important financial transaction of the year.
Performance, Referral, and Sign-On Bonuses
Jackson Hewitt corporately owned offices provide several types of bonus opportunities for various roles. Learn more by speaking to a local manager today!
Giving Back
Retail locations are often heavily involved in their local communities and charities.
Free Personal Tax Return
Jackson Hewitt employees receive a free personal tax return, saving you hundreds!
Benefits
With a variety of health and financial benefits, Jackson Hewitt offers many benefits to employees free of charge, as well as additional benefit options for purchase. Enjoy discounts and savings, financial counseling, life insurance, work lotto, discount Rx savings, telehealth plans, bonuses, and more!