Client Success Manager for Finance Professional

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TYPE OF WORK

Part Time

WAGE / SALARY

Competitive

HOURS PER WEEK

TBD

DATE UPDATED

Jun 26, 2026

JOB OVERVIEW

We are hiring for AA Accounting! We are looking for a rockstar client success manager who has experience working with finance professionals.

We are looking for a talented professional who can work part-time, with the possibility of going full-time during tax season. We need someone who is highly organized and hard-working and can assist us in managing client needs day to day.

The required qualifications include having past work experience as a Client Success Manager as well as having excellent English skills. We also need someone who has the ability to easily learn new software.

If you have experience in any of the following tools please mention it in your response:
Lacerte Tax
Tax Dome
Microsoft Office
Any other tax or accounting system

You will be responsible for assisting the team with client workflow, monitoring the status of each client, following up on overdue tasks, and assisting in the client onboarding ---------- addition, we need someone who is able to communicate with clients via email and forward all calls, voicemails, and text messages to the appropriate tea ---------- ---------- general, we need someone to manage our client's success through the tax preparation process.

This company operates in the CST time zone.

We are only interested in candidates for this position who are looking for long-term work. Please don’t apply if you are interested in building an agency or plan to move on to another career.

You can learn more about AA Accounting at ----------

Please respond only through onlinejobs.ph or you will be disqualified for this position.

If this sounds like you please reply with your resume and any experience you have using "AA Accounting Job Post" as your subject line.

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