Client Operations & Relationship Manager

Job Overview

Part\-Time or Full\-Time \| Accounting Firm \| Remote

We are seeking a highly structured, detail\-driven professional to serve as the primary point of contact for our clients while owning the document collection and workflow management process from start to finish.

This position owns the client workflow pipeline — ensuring document requests are sent, follow\-ups are tracked, deadlines are met, and nothing falls through the cracks — so our tax professionals can focus on tax strategy and preparation.

If you rely on memory instead of systems, this role is not for you.

Core Responsibilities

• Serve as the main point of contact for assigned clients
• Manage all document requests
• Track open items and required documentation in our practice management system
• Set and monitor follow\-up dates and internal deadlines
• Proactively follow up with clients until items are received
• Maintain accurate task statuses and documentation at all times
• Review incoming client documents for completeness and basic accuracy
• Ensure documents are saved to the correct client and entity
• Route technical questions to tax professionals when appropriate
• Maintain a centralized tracker of outstanding client items

What Success Looks Like

• No missed follow\-ups
• Minimal overdue open items
• Clear visibility into where every client stands
• Reduced administrative burden on partners and tax professionals
• Clients feel supported, informed, and guided through the process
• Enjoy’s keeping things organized and not afraid to suggest improvements or ways to make life easier for our clients

Required Skills \& Experience

• Exceptional attention to detail
• Strong deadline management and task tracking discipline
• Ability to manage 50–100\+ open items simultaneously
• High level of personal accountability and ownership
• Strong written and verbal communication skills
• Empathy and care for the clients with an ability to manage relationships and provide a superior client experience
• Comfort using workflow and task management software
• Proficiency in Microsoft Suite and experience with task management (CRM) software.

Strongly Preferred

• Experience working in an accounting, tax, legal, or compliance\-based firm
• Familiarity with practice management platforms (we utilize Canopy)
• Basic understanding of common tax documents (W\-2, 1099, K\-1, etc.)

This Role Is Ideal For Someone Who:

• Thrives in structured environments
• Loves dashboards, checklists, and organized systems
• Naturally follows up without being reminded
• Notices when something is missing
• Is comfortable holding clients accountable to deadlines
• Communicates clearly, calmly, and professionally
• Cares about people at a personal level and helps others to feel calm
• Takes full ownership of assigned work

Ideal Prior Experience

• Accounting firm client service manager
• Financial Services Client Associate
• Experienced executive assistant
• Legal case managers
• Former tax admin staff
• High\-level compliance coordinators

This Role Is Not Ideal For Someone Who:

• Prefers a sand\-box environment as opposed to structure
• Someone looking for a role with little to no interaction with team members and clients
• Relies on memory instead of systems
• Needs frequent oversight to stay on track

Position Details

• Compensation: $35 per hour
• Reports To: Firm Administrator
• Growth opportunity as firm expands

If you are highly organized, detail\-driven, and take pride in ensuring things run smoothly behind the scenes while maintaining strong client relationships, we would love to hear from you.

Pay: $35\.00 per hour

Work Location: Remote