Job Description

About Us:

We are a growing, client-focused accounting firm dedicated to providing high-quality bookkeeping, tax, and advisory services to small and medium-sized businesses. Our team values professionalism, collaboration, and long-term client relationships. We are looking for an experienced Account Manager / Client Relationship Manager to be the bridge between our clients and our technical team, ensuring smooth communication and exceptional service delivery.

Position Overview:

The Account Manager will serve as the primary point of contact for a portfolio of clients, managing relationships, overseeing service delivery, and ensuring client satisfaction. This role requires a blend of relationship-building, project coordination, and business advisory skills--ideal for someone with accounting or financial services experience who enjoys working closely with clients.

Key Responsibilities:

Client Relationship Management

Serve as the main contact for assigned clients, fostering strong and lasting relationships. Understand each client's business needs, challenges, and goals to recommend appropriate services. Schedule and lead regular check-ins to review deliverables, deadlines, and potential opportunities.

Project Coordination

Coordinate with internal accountants, bookkeepers, and tax specialists to ensure timely, accurate completion of work. Monitor project timelines and proactively address delays or bottlenecks. Oversee client onboarding, ensuring a smooth transition into the firm's processes.

Advisory & Support

Translate technical accounting and tax information into clear, actionable advice for clients. Identify opportunities for clients to benefit from additional firm services (tax planning, payroll, advisory, etc.). Handle escalated issues promptly and professionally.

Administrative Duties

Maintain accurate client records in CRM and project management systems. Ensure all engagement letters, compliance documents, and billing processes are completed accurately. Assist with collections and payment follow-ups when needed.

Qualifications

:

Required

Minimum 3 years' experience in account management, client relationship, or similar role--preferably in an accounting, financial services, or professional services environment. Strong understanding of basic accounting/tax terminology and processes. Excellent communication and interpersonal skills, with the ability to build trust quickly. Strong organizational and time-management skills. Proficiency in Microsoft Office and CRM/project management tools.

Preferred:

Experience working in a public accounting firm. Familiarity with cloud accounting software (QuickBooks Online, Xero, Sage, etc.). Post-secondary education in accounting, business administration, or related field.
Join our team as an Account Manager where you can make a significant impact by driving client success and contributing to our overall growth strategy.

Job Types: Full-time, Permanent

Pay: From $48,000.00 per year

Benefits:

Paid time off Profit sharing
Language:

English (preferred)
Work Location: In person