Account Manager - Bookkeeping & Client Advisory

Benefits:

• 401(k)


• 401(k) matching


• Bonus based on performance


• Company parties


• Employee discounts


• Flexible schedule


• Opportunity for advancement


• Training & development


• Wellness resources

We are seeking a proactive and client-focused Account Manager to oversee the bookkeeping work and client experience for a portfolio of small business clients. The Account Manager will serve as the primary point of contact for assigned clients, ensuring their books are accurate, timely, and useful for strategic decision-making. This position requires someone who is a strong communicator, highly organized, and capable of bridging the gap between bookkeeping production and proactive client support. The ideal candidate will work closely with both the bookkeeping team and leadership to guide cl...