Account Manager - Bookkeeping & Client Advisory

jackson-hewitt-2861; New Mexico; Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Wellness resources

Training & development

Flexible schedule

Opportunity for advancement

Company parties

Employee discounts

Job summary

jackson-hewitt-2861 is seeking a proactive, client-focused Account Manager to oversee bookkeeping for a portfolio of small business clients. You will be the primary contact, ensuring books are accurate, timely, and useful for strategic decisions.

The role requires strong communication and organization to bridge bookkeeping production and proactive client support. You will mentor bookkeepers, review work, and help identify advisory opportunities to support growth.

Qualifications

• 2+ years of QuickBooks Online (QBO) experience.
• QBO Certification Level 1 and 2 required.
• QBO Payroll Certification required.
• Minimum 2 years of management or team leadership experience.
• Experience reviewing bookkeeping for accuracy.
• Strong communication and mentoring skills.

Responsibilities

• Client Relationship Management: primary contact for assigned bookkeeping clients, building professional relationships.
• Client Communication: respond to client questions with clear, helpful responses and coordinate information requests.
• Bookkeeping Oversight: oversee bookkeeping for assigned accounts ensuring accuracy and consistency.
• Work Review: review bookkeepers' work including categorization, reconciliations, and month-end close tasks.
• Team Leadership & Guidance: provide coaching and feedback to bookkeepers on client workflows.
• Team Development: support training and workflow clarity to improve accountability and quality.
• Advisory & Client Insight: identify trends and opportunities to help clients understand financial results.
• Service Expansion: flag advisory or payroll opportunities to leadership.
• Workflow Optimization: refine bookkeeping workflows to eliminate bottlenecks.
• System Utilization: use tools to track work and improve service delivery.

Skills

Bookkeeping basics

Communication skills

Organization

Attention to detail

Mentoring

Leadership

Education

QBO Certification Level 1

QBO Certification Level 2

QBO Payroll Certification

Tools

QuickBooks Online

Payroll Software

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Employee discounts
• Flexible schedule
• Opportunity for advancement
• Training & development
• Wellness resources

We are seeking a proactive and client-focused Account Manager to oversee the bookkeeping work and client experience for a portfolio of small business clients. The Account Manager will serve as the primary point of contact for assigned clients, ensuring their books are accurate, timely, and useful for strategic decision-making. This position requires someone who is a strong communicator, highly organized, and capable of bridging the gap between bookkeeping production and proactive client support. The ideal candidate will work closely with both the bookkeeping team and leadership to guide clients toward better financial clarity and support the company's growth into advisory-focused services.

Key Responsibilities:

• Client Relationship Management: Serve as the primary point of contact for assigned bookkeeping clients, building strong, professional relationships through timely communication, follow-through, and proactive support.
• Client Communication: Respond to client questions, concerns, and requests in a clear, helpful manner, and communicate regarding missing information, document requests, transaction questions, and payroll needs.
• Bookkeeping Oversight: Oversee the bookkeeping process for assigned accounts, monitoring for accuracy, completeness, and consistency according to company standards.
• Work Review: Review financial work prepared by bookkeepers, including transaction categorization, reconciliations, financial reports, and month-end close tasks to ensure deadlines are met.
• Team Leadership & Guidance: Provide guidance, feedback, and support to bookkeepers assigned to client accounts, helping them understand client-specific workflows and improve their judgment and efficiency.
• Team Development: Support the development of bookkeepers, assist with training and workflow clarification, and encourage accountability and high-quality work within the team.
• Advisory & Client Insight: Review client financial information to identify trends, concerns, and opportunities, helping clients better understand their financial reports and bookkeeping results.
• Service Expansion: Communicate observations to leadership when a client may benefit from advisory services, tax planning, payroll support, cleanup work, or additional services.
• Workflow Optimization: Follow and help refine established bookkeeping workflows, company procedures, and quality standards to eliminate bottlenecks and improve scalability.
• System Utilization: Use company tools and systems effectively to track work, maintain visibility across accounts, and partner with leadership to improve internal service delivery.

Qualifications:

• Strong understanding of bookkeeping principles and basic accounting concepts.
• Ability to review bookkeeping work for accuracy, completeness, and consistency.
• Strong written and verbal communication skills for direct client and team interaction.
• Excellent organizational and time management skills to manage multiple client accounts, deadlines, and priorities.
• High attention to detail and a strong commitment to quality and problem-solving.
• Ability to support, guide, and mentor team members with patience, clarity, and accountability.
• Alignment with company standards, values, and client service expectations, with a willingness to adapt as services evolve.

Education & Experience:

• QBO Certification Level 1 and 2 required.
• QBO Payroll Certification required.
• Minimum of 2 years of QuickBooks Online (QBO) experience required.
• Minimum of 2 years of management or team leadership experience required.
• Prior experience managing bookkeeping clients or reviewing bookkeeping work is preferred.
• Experience leading, training, or mentoring bookkeepers is highly desired.
• Experience with QuickBooks Online Payroll, month-end close processes, reconciliations, and financial reports.
• Comfort using technology, automation, and workflow management tools.
• Interest in advisory services, financial insight, and helping small business owners better understand their numbers.

Flexible work from home options available.