Client Success Manager – Accounting, Tax & Advisory Operations

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Manage client relationships throughout onboarding, ongoing service, and renewal/upsell discussions.

• Examine accounting and tax deliverables prior to client delivery, identifying errors at an early stage.

• Conduct the weekly routine that ensures accounting and tax production is timely and precise.

• Collaborate with the Bookkeeper, Tax Preparer, and Tax Advisor to maintain schedules for all accounts.

• Develop and enhance standard operating procedures (SOPs) for the operations.

• Provide reports on retention, satisfaction, and workflow health directly to the CEO.

⛳️ Requirements

• Over 3 years of experience in public accounting, tax, or advisory positions.

• Experience working with small and mid-sized businesses.

• CPA designation is preferred, or Enrolled Agent certification, or equivalent practical experience.

• Proven track record of managing client relationships personally.

• Capability to review work, identify errors, and mentor less-experienced team members.

• Strong organizational abilities and capacity to oversee 40–60+ accounts.

• Knowledge of Profit First, Built to Sell, and Traction is a significant advantage.

• Outstanding communication skills and a client-centric approach.

🏝️ Benefits

• Flexible remote work arrangement.