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Client Account Manager
Anavah Talent. Assemble and upload finalized tax packets, cover letters, and compliance documents .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational and process-oriented capabilities in managing client workflows, including tax preparation and compliance documentation. Proficient in utilizing tools like Google Sheets and ticketing systems to enhance customer support and operational efficiency.
Highest-signal resume keywords
Customer Experience ManagementTax PreparationGoogle Sheets/Excel ProficiencyTicketing Systems ExperienceBachelor's Degree
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax PreparationAccountingFinanceBookkeepingCompliance DocumentationWorkflow ImprovementData OrganizationClient OnboardingQuality AssuranceProcess Optimization
Soft Skills
Detail-FocusedSelf-StarterProactiveHighly OrganizedExcellent Writing
Tools & Technologies
Google SheetsExcelSlackTask BoardsAI ToolsPylon
Certifications & Qualifications
CPA
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 and work with engineering to enhance client systems
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)
- U.S. startup experience preferred
- Accounting, CPA, bookkeeping, or tax prep background preferred
- Track record of exceeding CSAT, SLA, or QA targets preferred
Benefits
Comp & perks- Work From Home
- Training & Development
- Strong growth opportunities