Client Services & Operations Manager

Permanent Accounting

Job Description Job Description

Busy CPA and tax firm looking for a highly organized and proactive person to manage client communication, workflow coordination, onboarding, billing follow-up, and day-to-day office operations.

This is NOT a front desk/receptionist position. We are looking for someone who can help manage projects, keep clients on track, organize workflows, and support the overall operations of the firm.

Responsibilities:

• Follow up with clients for missing documents and deadlines
• Manage client communication by phone and email
• Coordinate workflow and project status
• Onboard new clients and assist with portal setup
• Prepare invoices and follow up on payments
• Help maintain organized systems and processes
• Support management with daily operations

Requirements:

• Strong communication and organizational skills
• Ability to multitask and manage deadlines
• Professional and det...