Client Service Manager
Job Location:
Phoenix, AZ - USA
Monthly Salary:
Experience Required:
Posted:
Application Deadline:
Vacancies:
Job Summary
This is a remote position.
Location: Remote U.S.
Position: Full-Time
Company: CFOAF LLC
Compensation: Competitive
CFOAF is a growing accounting tax and advisory firm serving entrepreneurs business owners and high-net-worth individuals. We combine tax accounting and advisory services to help clients make better financial decisions and achieve their goals.
The Client Service Manager is responsible for the day-to-day client communication coordination and follow-through for an assigned portfolio of tax clients.
This is not a traditional administrative role. We are looking for someone with strong U.S. tax-firm experience client-service judgment and tax workflow knowledge who can confidently manage client relationships keep work moving and coordinate effectively with tax professionals and leadership.
Own day-to-day client communication and follow-through for an assigned portfolio of tax clients ensuring requests questions commitments and escalations are handled appropriately and on time.
Build and maintain strong client relationships including confidently managing difficult upset or high-expectation clients while maintaining a professional and solutions-oriented experience.
Apply strong U.S. tax and accounting knowledge to understand client needs navigate tax workflows identify what can be handled independently and recognize when technical input or escalation is required.
Coordinate tax return workflows and deadlines using Karbon and other systems to maintain visibility identify stalled work and ensure clear ownership and next steps.
Coordinate across CPAs EAs preparers reviewers and leadership to keep client matters moving without creating unnecessary handoffs or communication gaps.
Maintain accurate client dossiers communication records inboxes and workflow information so the team has the context needed to serve clients effectively.
Support client onboarding and transitions ensuring information expectations responsibilities and next steps are clearly communicated.
Identify recurring client-service or workflow issues and recommend practical improvements that make client delivery more consistent and efficient.
3 years of direct experience in a U.S. CPA firm tax firm or tax department supporting individual and/or business tax clients.
Strong working knowledge of U.S. tax preparation and tax-return workflows including deadlines extensions estimated payments amendments electronic filing signature requirements and common missing-document situations.
Working knowledge of Forms-S and 1120 including familiarity with related K-1 W-2 and 1099 reporting.
Understanding of common tax-return workflow stages and business financial statements with the ability to follow where a client matter is in the process and identify what is still needed.
Experience communicating directly with tax clients and working with CPAs EAs tax preparers reviewers and/or tax leadership.
Ability to understand routine tax-related client questions handle appropriate matters independently and recognize when technical tax input or escalation is required. This role does not provide tax advice.
Strong understanding of tax-firm client workflows documentation deadlines and follow-through.
Experience managing multiple client relationships and competing priorities with strong organization judgment communication and follow-through.
Comfortable working independently in a remote environment and taking ownership without constant direction.
Experience with Karbon or another tax/accounting practice-management or workflow platform.
Experience managing shared or executive inboxes and client communication workflows.
Experience working with business owners entrepreneurs or high-net-worth clients.
Familiarity with IRS notices and tax-related client issues.
Experience with client dossiers CRM/workflow systems or automation tools.
Accounting tax EA CPA or other relevant professional credentials/background.
You are proactive highly organized calm under pressure and comfortable taking ownership. You know how to communicate with demanding clients without becoming reactive and you can work effectively with technical tax professionals while knowing when to resolve an issue yourself and when to escalate it.
You bring strong tax-firm experience plus exceptional client-service instincts.
Clients receive proactive timely communication with fewer status chases.
Client requests and follow-ups have clear ownership and next steps.
Tax professionals spend less time managing routine client communication.
Client and workflow information is accurate and visible in the appropriate systems.
Potential issues are identified and escalated before they become problems.
Difficult client situations are handled professionally and confidently.
Tax work does not stall because of communication or coordination gaps.
Required Skills:
3 years of direct experience in a U.S. CPA firm tax firm or tax department supporting individual and/or business tax clients. Strong working knowledge of U.S. tax preparation and tax-return workflows including deadlines extensions estimated payments amendments electronic filing signature requirements and common missing-document situations. Working knowledge of Forms-S and 1120 including familiarity with related K-1 W-2 and 1099 reporting. Understanding of common tax-return workflow stages and business financial statements with the ability to follow where a client matter is in the process and identify what is still needed. Experience communicating directly with tax clients and working with CPAs EAs tax preparers reviewers and/or tax leadership. Ability to understand routine tax-related client questions handle appropriate matters independently and recognize when technical tax input or escalation is required. This role does not provide tax advice. Strong understanding of tax-firm client workflows documentation deadlines and follow-through. Experience managing multiple client relationships and competing priorities with strong organization judgment communication and follow-through. Comfortable working independently in a remote environment and taking ownership without constant direction. Strongly Preferred Experience with Karbon or another tax/accounting practice-management or workflow platform. Experience managing shared or executive inboxes and client communication workflows. Experience working with business owners entrepreneurs or high-net-worth clients. Familiarity with IRS notices and tax-related client issues. Experience with client dossiers CRM/workflow systems or automation tools. Accounting tax EA CPA or other relevant professional credentials/background. Who Will Thrive in This Role You are proactive highly organized calm under pressure and comfortable taking ownership. You know how to communicate with demanding clients without becoming reactive and you can work effectively with technical tax professionals while knowing when to resolve an issue yourself and when to escalate it. You bring strong tax-firm experience plus exceptional client-service instincts. What Success Looks Like Clients receive proactive timely communication with fewer status chases. Client requests and follow-ups have clear ownership and next steps. Tax professionals spend less time managing routine client communication. Client and workflow information is accurate and visible in the appropriate systems. Potential issues are identified and escalated before they become problems. Difficult client situations are handled professionally and confidently. Tax work does not stall because of communication or coordination gaps.
