Client Onboarding & Service Manager (Accounting & Tax – US Clients)
This is a remote position.
? About the Role
We are hiring a Client Onboarding & Service Manager to manage the client experience for our US-based accounting and tax clients.
This is a highly client-facing role that sits between our US CPA team and the India production team. You will regularly interact with clients through virtual meetings and phone calls, ensuring they clearly understand our services, their financial reports, and next steps.
The ideal candidate will be responsible for onboarding new clients, explaining financial reports in a simple manner, and maintaining strong ongoing communication and relationships with clients.
This role does NOT involve bookkeeping, accounting review, or financial quality control.
Key Responsibilities
1. Client Onboarding (Primary Responsibility)
Conduct onboarding virtual meetings with new clients
Explain:
Service scope
Process and timelines
Client responsibilities
Guide clients on document submission and workflow
Coordinate internally with the production team for smooth onboarding
2. Financial Communication (Client-Facing)
Explain financial reports to clients in a simple, non-technical manner:
Profit & Loss (P&L)
Basic cash flow understanding
Answer basic accounting and simple tax-related questions
Ensure clients understand their numbers and business position
3. Client Relationship Management
Act as the primary point of contact for assigned clients
Respond to client emails and queries within defined timelines
Follow up for missing documents and information
Maintain strong client relationships and satisfaction
Escalate complex issues to internal teams or CPA
4. Coordination & Support
Coordinate between:
Clients
India Production Team (Accounting)
US CPA (Tax & Advisory)
Assist in organizing documents for tax and accounting work
Support light project coordination (non-technical)
What This Role Does NOT Include
❌ No bookkeeping or data entry
❌ No accounting review or quality control
❌ No finalization of financial statements
❌ No advanced tax advisory.
How to Apply
Interested candidates should apply with:
Updated resume
Short introduction about the client interaction experience
Shortlisted candidates will go through:
Communication assessment
Email writing test
Mock client onboarding scenario
Note: This role requires strong communication skills and a willingness to work night shifts aligned with US time zones.
Requirements
Key Skills Required
Communication (Most Important)
Excellent spoken and written English
Ability to explain financial concepts in simple terms
Confidence in handling client calls
Client Handling Skills
Professional and responsive
Strong follow-up and coordination ability
Organized and detail-oriented
Basic Accounting Knowledge
Understanding of:
Profit & Loss statement
Balance Sheet
Basic tax concepts
? Tools & Systems (Good to Have)
QuickBooks / Zoho Books / Xero
Excel (basic to intermediate)
Google Applications (Google Sheets, Docs, Drive, Meet)
CRM tools (Zoho preferred)
Benefits
Growth Opportunity
This role has a strong growth path into:
Client Success Manager (US-facing)
Account Manager
Client Advisory Support Role
Why Join Us
Work directly with US-based clients
Exposure to accounting and tax workflows
High-growth environment with leadership opportunities
Structured systems and a professional team environment
Apply To This Job
? About the Role
We are hiring a Client Onboarding & Service Manager to manage the client experience for our US-based accounting and tax clients.
This is a highly client-facing role that sits between our US CPA team and the India production team. You will regularly interact with clients through virtual meetings and phone calls, ensuring they clearly understand our services, their financial reports, and next steps.
The ideal candidate will be responsible for onboarding new clients, explaining financial reports in a simple manner, and maintaining strong ongoing communication and relationships with clients.
This role does NOT involve bookkeeping, accounting review, or financial quality control.
Key Responsibilities
1. Client Onboarding (Primary Responsibility)
Conduct onboarding virtual meetings with new clients
Explain:
Service scope
Process and timelines
Client responsibilities
Guide clients on document submission and workflow
Coordinate internally with the production team for smooth onboarding
2. Financial Communication (Client-Facing)
Explain financial reports to clients in a simple, non-technical manner:
Profit & Loss (P&L)
Basic cash flow understanding
Answer basic accounting and simple tax-related questions
Ensure clients understand their numbers and business position
3. Client Relationship Management
Act as the primary point of contact for assigned clients
Respond to client emails and queries within defined timelines
Follow up for missing documents and information
Maintain strong client relationships and satisfaction
Escalate complex issues to internal teams or CPA
4. Coordination & Support
Coordinate between:
Clients
India Production Team (Accounting)
US CPA (Tax & Advisory)
Assist in organizing documents for tax and accounting work
Support light project coordination (non-technical)
What This Role Does NOT Include
❌ No bookkeeping or data entry
❌ No accounting review or quality control
❌ No finalization of financial statements
❌ No advanced tax advisory.
How to Apply
Interested candidates should apply with:
Updated resume
Short introduction about the client interaction experience
Shortlisted candidates will go through:
Communication assessment
Email writing test
Mock client onboarding scenario
Note: This role requires strong communication skills and a willingness to work night shifts aligned with US time zones.
Requirements
Key Skills Required
Communication (Most Important)
Excellent spoken and written English
Ability to explain financial concepts in simple terms
Confidence in handling client calls
Client Handling Skills
Professional and responsive
Strong follow-up and coordination ability
Organized and detail-oriented
Basic Accounting Knowledge
Understanding of:
Profit & Loss statement
Balance Sheet
Basic tax concepts
? Tools & Systems (Good to Have)
QuickBooks / Zoho Books / Xero
Excel (basic to intermediate)
Google Applications (Google Sheets, Docs, Drive, Meet)
CRM tools (Zoho preferred)
Benefits
Growth Opportunity
This role has a strong growth path into:
Client Success Manager (US-facing)
Account Manager
Client Advisory Support Role
Why Join Us
Work directly with US-based clients
Exposure to accounting and tax workflows
High-growth environment with leadership opportunities
Structured systems and a professional team environment
Apply To This Job