Client Account Manager

Anavah Talent

. Assemble and upload finalized tax packets, cover letters, and compliance documents .

Posted 10/16/2026full-timeRemote • PhilippinesJunior💰 $14,400 - $16,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational and process-oriented capabilities in managing client deliverables, onboarding, and compliance documentation. Proficient in utilizing tools like Google Sheets and ticketing systems to enhance operational efficiency and support account management.

Highest-signal resume keywords

Customer Experience ManagementAccounting Or Tax Preparation ExperienceProficiency In Google Sheets/ExcelStrong English Proficiency (C2+)Experience With Ticketing Systems

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationAccountingFinanceClient Delivery OperationsWorkflow ImprovementDocument ManagementData OrganizationCompliance DocumentationOnboarding CoordinationQuality Assurance

Soft Skills

Detail-FocusedSelf-StarterProcess-OrientedHighly OrganizedProactive

Tools & Technologies

Google SheetsExcelSlackTask BoardsAI ToolsPylon

Certifications & Qualifications

Bachelor's DegreeCPA

Industry Keywords

Customer SupportU.S. ClientsStartupsCSATSLAQA Targets

About the role

Key responsibilities & impact

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 right team
Coordinate onboarding steps, meetings, and follow-ups
Create templates, checklists, and documentation
Identify workflow bottlenecks and suggest improvements
Support ticketing/customer support tools
Work with engineering to enhance client systems
Support internal account management and client delivery operations

Requirements

What you’ll need

3–5 years in CX, operations, account management, or white-glove customer support (U.S. clients/startups preferred)
1+ year in accounting, finance, banking, or tax prep (or supporting these industries)
Strong English proficiency (C2+), excellent writing
Self-starter, process-oriented, detail-focused, and highly organized
Comfortable with ambiguity, independent, proactive
Proficient in Google Sheets/Excel, Slack, task boards, AI tools; experience with ticketing systems (Pylon preferred)
Bachelor’s degree (preferably with honors)
Preferred: U.S. startup experience
Preferred: Accounting, CPA, bookkeeping, or tax prep background
Preferred: Track record of exceeding CSAT, SLA, or QA targets
Must be available for U.S. business hours (synchronous)
Full-time commitment of 40+ hours

Benefits

Comp & perks

Work From Home
Training & Development
Competitive pay
Strong growth opportunities