Remote Account Manager: Bookkeeping & Client Advisory

Jackson Hewitt Tax Service Inc.; Santa Fe (NM); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Company parties

Flexible schedule

Opportunity for advancement

Training & development

Wellness resources

Job summary

Jackson Hewitt Tax Service Inc. is looking for a proactive and client-focused Account Manager in Santa Fe, New Mexico. The role involves overseeing bookkeeping work and ensuring clients receive exceptional service. Responsibilities include managing client relationships, overseeing the bookkeeping process, and providing guidance to team members.

The ideal candidate will possess strong communication skills, accounting knowledge, and experience with QuickBooks Online. The position offers flexible work-from-home options and requires a QBO certification.

Qualifications

• Strong understanding of bookkeeping principles and basic accounting concepts.
• Ability to review bookkeeping work for accuracy and completeness.
• Excellent organizational and time management skills to manage multiple client accounts.

Responsibilities

• Serve as the primary point of contact for assigned bookkeeping clients.
• Oversee the bookkeeping process for assigned accounts.
• Review financial work prepared by bookkeepers for accuracy and completeness.

Skills

Strong understanding of bookkeeping principles

Strong written and verbal communication skills

Excellent organizational and time management skills

High attention to detail

Ability to support and mentor team members

Education

QBO Certification Level 1 and 2

QBO Payroll Certification

Minimum of 2 years of QuickBooks Online experience

Minimum of 2 years of management or team leadership experience

Tools

QuickBooks Online

QuickBooks Online Payroll

Job description

Jackson Hewitt Tax Service Inc. is looking for a proactive and client-focused Account Manager in Santa Fe, New Mexico. The role involves overseeing bookkeeping work and ensuring clients receive exceptional service. Responsibilities include managing client relationships, overseeing the bookkeeping process, and providing guidance to team members.

The ideal candidate will possess strong communication skills, accounting knowledge, and experience with QuickBooks Online. The position offers flexible work-from-home options and requires a QBO certification.