Account Manager, Client Accounting Services (CAS)

Account Manager
Reports to: Director, Client Accounting Services Type: Full-time Location: Remote
The role
The Account Manager is client-facing first, with day-to-day oversight of the work behind it. You are the primary point of contact for a portfolio of clients, owning communication and the client experience, while working alongside the Project Lead, Senior Accountant, and Accountant who deliver the work.
You're accountable for two things at once: every client in your portfolio feels well taken care of, and the numbers are right before they reach the Director's final review. You are the client's first call, the first-line reviewer, and a steady resource for the accountants on your clients.
What you'll do
Client ownership
Be the primary point of contact for an assigned portfolio of clients.
Present monthly financials, answer client questions, and flag issues before clients raise them.
Resolve routine client concerns directly, and escalate to the Director, CAS when needed.
Quality control
Perform first-level review of monthly closes and cleanup deliverables for your clients before they go to the Director for final sign-off.
Catch and resolve errors at the source, working directly with the accountant who did the work.
Hold your client work to 8FF SOPs and deadlines.
Onboarding and transitions
Support new-client onboarding and historical cleanups under the Director's lead.
Keep clients informed on progress through onboarding and transitions.
Team support and process
Coach accountants on your clients on 8FF process and standards, and give specific feedback that reduces repeat errors.
Flag recurring bottlenecks to the Director, CAS.
Requirements
3+ years of client accounting services or outsourced accounting firm, or in public accounting with client-facing responsibility.
Experience reviewing someone else's work or mentoring junior accountants.
Fluent in QuickBooks Online. We also run on Notion, Slack, and Double.
This role isn't a fit if
You're not comfortable being a business owner's primary contact.
You want to stay heads-down in the books without client communication.
You're not interested in growing toward reviewing and leading others.
What success looks like
Quality: deliverables reach the Director's review clean, with minimal rework.
Deadlines: no overdue close or cleanup deliverables across your clients.
Communication: same-day response to client and internal messages.
Ownership: clients know you're their person.
Growth: you're building toward Director-level review and team leadership.

Work arrangement
Yes