Client Account Manager
New
A
Anavah TalentTax accounting
Manila, Metro Manila, Philippines. Cebu, Central Visayas, Philippines. Davao City, Davao Region, Philippines. Ilocos Sur, Ilocos Region, Philippines. Cagayan De Oro, Cagayan Valley, Philippines. Laguna, Calabarzon, Philippines, U.S. Business Hours (synchronous)ContractManager
Salary1,200 USD per year
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Job Details
- Languages
- Strong English proficiency (C2+)
- Experience
- 3–5 years in CX, operations, account management, or white-glove customer support; 1+ year in accounting, finance, banking, or tax prep (or supporting these industries)
- Required Skills
- Microsoft ExcelAccountingGoogle SheetsSlack
Requirements
- Have 3–5 years of experience in CX, operations, account management, or white-glove customer support.
- Have 1+ year of experience in accounting, finance, banking, or tax preparation, or supporting these industries.
- Demonstrate strong English proficiency (C2+) and excellent writing.
- Be proficient in Google Sheets or Excel, Slack, task boards, and AI tools.
- Have experience with ticketing systems; Pylon is preferred.
- Hold a bachelor’s degree; a degree with honors is preferred.
- Be self-starting, process-oriented, detail-focused, and highly organized.
- Be comfortable with ambiguity and able to work independently and proactively.
- U.S. startup experience is preferred.
- Accounting, CPA, bookkeeping, or tax preparation background is preferred.
- A track record of exceeding CSAT, SLA, or QA targets is preferred.
Responsibilities
- Assemble and upload finalized tax packets, cover letters, and compliance documents.
- Track submissions, maintain organized deliverables, and follow QA steps.
- Support entity workflows, including state registrations and dissolutions.
- Request client documents and triage questions to the appropriate team.
- Coordinate onboarding steps, meetings, and follow-ups.
- Create templates, checklists, and documentation.
- Identify workflow bottlenecks and suggest improvements.
- Support ticketing and customer support tools and work with engineering to enhance client systems.
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