Client Service Manager (Accounting)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Client Service Manager (Accounting): Managing senior relationships for high-net-worth clients within a modern accounting platform with an accent on concierge-level service and strategic advisory. Focus on bridging the gap between clients and technical accounting/tax teams to ensure seamless delivery and high-quality client journeys.
Location: Hybrid in Tucson, AZ (3 days a week in office)
Salary: $90K – $130K
Company
is a rapidly growing accounting platform partnering with leading firms to modernize the profession through technology and AI.
What you will do
- Serve as the senior relationship lead for a curated portfolio of premier clients.
- Deliver a concierge-level, white-glove client experience.
- Translate complex accounting and tax concepts into clear, confident communication.
- Coordinate seamlessly with internal accounting, tax, and advisory teams to ensure high-quality execution.
- Oversee onboarding and elevate the client journey from day one.
- Partner with leadership to continuously refine and elevate service delivery.
Requirements
- 7+ years of experience in client service or relationship management within a CPA or professional services firm.
- Proven experience supporting sophisticated or high-net-worth clients.
- Must be based in or able to work hybrid in Tucson, AZ.
- Strong executive presence and high professional judgment.
- Commitment to strict confidentiality and ethical standards.
Nice to have
- CPA, MBA, or other advanced professional credentials.
Culture & Benefits
- Comprehensive Health, Dental, and Vision Insurance (options for fully paid employee coverage).
- Company-Paid Life and Long-Term Disability Insurance.
- Classic Safe Harbor 401(k) Plan with employer contributions.
- Professional growth opportunities via Becker and LinkedIn Learning.
- Collaborative team environment with a focus on workforce innovation.
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