Account manager

reports to: director, client accounting services type: full-time location: remotethe role

the account manager is client-facing first, with day-to-day oversight of the work behind it. You are the primary point of contact for a portfolio of clients, owning communication and the client experience, while working alongside the project lead, senior accountant, and accountant who deliver the work.

you're accountable for two things at once: every client in your portfolio feels well taken care of, and the numbers are right before they reach the director's final review. You are the client's first call, the first-line reviewer, and a steady resource for the accountants on your clients.

what you'll do

client ownership

- be the primary point of contact for an assigned portfolio of clients.
- present monthly financials, answer client questions, and flag issues before clients raise them.
- resolve routine client concerns directly, and escalate to the director, cas when needed.

quality control

- perform first-level review of monthly closes and cleanup deliverables for your clients before they go to the director for final sign-off.
- catch and resolve errors at the source, working directly with the accountant who did the work.
- hold your client work to 8ff sops and deadlines.

onboarding and transitions





- support new-client onboarding and historical cleanups under the director's lead.
- keep clients informed on progress through onboarding and transitions.

team support and process

- coach accountants on your clients on 8ff process and standards, and give specific feedback that reduces repeat errors.
- flag recurring bottlenecks to the director, cas.

requirements
- 3+ years of client accounting services or outsourced accounting firm, or in public accounting with client-facing responsibility.
- experience reviewing someone else's work or mentoring junior accountants.
- fluent in quickbooks online. We also run on notion, slack, and double.

this role isn't a fit if
- you're not comfortable being a business owner's primary contact.
- you want to stay heads-down in the books without client communication.
- you're not interested in growing toward reviewing and leading others.

what success looks like
- quality: deliverables reach the director's review clean, with minimal rework.
- deadlines: no overdue close or cleanup deliverables across your clients.
- communication: same-day response to client and internal messages.
- ownership: clients know you're their person.
- growth: you're building toward director-level review and team leadership.

📌 Account manager, client accounting services (cas) (Xico)
🏢 8 Figure Finance
📍 Xico