Client Manager

Key Responsibilities Client Onboarding & Relationship Management Welcome and onboard new clients, guiding them through initial setup Collect and organize required client documents (prior returns, EINs, legal forms) Set up clients in internal systems (CRM, document portals, accounting software) Maintain regular communication and proactively check in with clients Review & Quality Assurance Conduct first-level reviews of monthly bookkeeping completed by bookkeepers: o Verify reconciliations are completed and categorized properly o Confirm accuracy of P&L, balance sheet, and cash flow reports o Identify missing transactions, unusual entries, or incomplete records Review tax return drafts prepared by tax preparers: o Cross-check entries against source documents and prior-year returns o Ensure tax checklists are fully completed o Identify inconsistencies or missing data prior to CPA final review Document feedback and coordinate necessary corrections with the team Workflow & Task Coordination Create and assign tasks to bookkeeping and tax teams based on client needs Track progress of deliverables (monthly reports, tax returns, planning reviews) Ensure deadlines are met and provide timely updates to clients Maintain internal client trackers and status reports Client Support & Satisfaction Respond to client questions regarding deliverables, timelines, and documentation Escalate technical queries to CPA or relevant team members Monitor client satisfaction and follow up on any issues or delays Encourage client reviews, testimonials, and referrals Billing & Documentation Oversight Manage engagement letters, consent forms, and e-signature workflows Track invoice status and assist with basic AR follow-ups Ensure client records are complete and up-to-date across systems Tools You ll Use CRM and Workflow Tools (TaxDome) Cloud Document Portals (OneDrive, Teams) Accounting Software (QuickBooks Online hands-on for reviews) Tax Software (Drake for review access) Communication Tools (Teams/Zoom) Documentation, reporting, and communication (Excel, Word, Outlook etc.) E-signature Platforms (Adobe Sign ) ,