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:

1. Communication assessment
   

2. Email writing test
   

3. 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