Top 283 Cpas Professional Records Manager Jobs

Account Manager
TaxSolve Inc. —Remote
- From $25 an hour
- 8 hour shift
- Remote
- Background check
- Google Workspace
- Customer service
- Wellness program
- Health insurance
Quick Apply
10d
Manager, Tax Services
Journey Advisors & CPAs —Grand Rapids, MI
- Full-time
- Background check
- 7 years
- Microsoft Excel
- Paid holidays
- Health insurance
Quick Apply
10d
Staff Engineer Mission Assurance
Northrop Grumman —Baltimore, MD
- $169,000 - $253,600 a year
- Overtime
- Master's degree
- Analysis skills
- Presentation skills
- Paid holidays
- Disability insurance
Bookkeeping Manager
Dirigo Management Company —Portland, ME
- $60,000 - $80,000 a year
- Extended hours
- Office
- Residential
- Finance
- Paid holidays
- Health insurance
Quick Apply
Tax Senior Manager
McCarron CPAs —Winter Park, FL
- $120,000 - $150,000 a year
- Full-time
- Management
- CPA
- English
- Continuing education credits
- 401(k)
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HOA Community Association Manager - Hybrid/Mansfield, TX
Allied Management —Mansfield, TX
- Full-time
- Hybrid work
- Mid-level
- Organizational skills
- 2 years
- Paid holidays
- Health insurance
Manager, Tax Services
Journey Advisors & CPAs —Woodridge, IL
- $80,000 - $120,000 a year
- Full-time
- Background check
- 7 years
- Microsoft Excel
- Paid holidays
- Health insurance
Quick Apply
Law Firm Controller
Glasser & Glasser, PLC —Norfolk, VA
- $100,000 - $115,000 a year
- Full-time
- Finance
- Analysis skills
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
2d
Tax Accountant – Public Accounting
BKS CPAs LLC —Eugene, OR
- $65,000 - $90,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Paid training
- Paid holidays
Quick Apply
4d
Account Executive
BSP —Chicago, IL
- $90,000 - $110,000 a year
- Full-time
- Background check
- Oracle
- Marketing
- Health insurance
- Dental insurance
Quick Apply
7d
Account Executive
BSP —Austin, TX
- $90,000 - $110,000 a year
- Full-time
- Background check
- Oracle
- Marketing
- Health insurance
- Dental insurance
Quick Apply
4d
Account Executive
BSP —Denver, CO
- $90,000 - $110,000 a year
- Full-time
- Background check
- Oracle
- Marketing
- Health insurance
- Dental insurance
Quick Apply
4d
Sales Development Representative - US Apprenticeship - Apprenticeship
OpenClassrooms —Omaha, NE
- $15 - $25 an hour
- Choose your own hours
- Microsoft Outlook
- Writing skills
- Business development experience
- Paid time off
- Retirement plan
1d
Sales Manager
Archer Insurance Agency —Farragut, TN
- $80,000 - $200,000 a year
- Full-time
- Management
- Mid-level
- Office
- Paid holidays
- 401(k)
Quick Apply
Financial Advisor
Bruton Chisnell Advisors —Downingtown, PA
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- 401(k)
Quick Apply
Senior Manager, Learning & Development
Anderson Business Advisors —Las Vegas, NV
- $90,000 - $115,000 a year
- Full-time
- Hybrid work
- Background check
- 6 years
- Pass drug screening
- Paid holidays
- Disability insurance
Quick Apply
SENIOR MANAGER, FP & A (CPA | Fractional)
VCG Services —Remote
- $110 - $125 an hour
- Part-time
- Background check
- Microsoft Excel
- CPA
- Work from home
- Parental leave
Quick Apply
Relationship Manager
McGuire Sponsel —Remote
- Full-time
- Remote
- Mid-level
- Travel
- Reliable transportation
- Health savings account
- AD&D insurance
Quick Apply
Regulatory Compliance Analyst IV
AECOM —San Diego, CA
- $86,000 - $158,000 a year
- Full-time
- 6 years
- Bachelor of Science
- Research
- AD&D insurance
- Employee stock purchase plan
Private Client Team - Client Service Associate
Dodge & Cox —San Francisco, CA
- $130,000 - $185,000 a year
- Full-time
- CPA
- 5 years
- Bachelor of Science
- Retirement plan

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Account Manager

TaxSolve Inc.
Remote

Quick Apply

Job Details

Full-time
From $25 an hour
10 days ago

Benefits

Wellness program
Health insurance
401(k)
Tuition reimbursement
Paid time off
On-the-job training
401(k) matching
Paid sick time

Qualifications

Google Workspace
Customer relationship building
Phone communication
Customer service
Slack
English
High school diploma or GED
Organizational skills
Productivity software
Account management experience
Professionalism

Full Job Description

Account Manager – Job Description (August 2026)

If you’re a people person who is excited by the opportunity to grow alongside a rapidly expanding company, read on.

Who We Are

TaxSolve is a startup founded by tax industry veterans who believe in making tax resolution services more transparent and client-focused. Our team of experienced attorneys, CPAs, and enrolled agents is committed to delivering comprehensive tax resolution support to clients nationwide.

As a growing company, we’re experiencing significant momentum and change. We’re looking for someone who is adaptable, service-minded, and excited to build a career with a company that values growth, teamwork, and exceptional client care.

Learn more about what we do at .

Who You Are

You’re someone who enjoys learning, embraces new ideas, and takes pride in delivering outstanding service. You bring empathy, professionalism, and strong communication skills to every client interaction.

You are also:

Warm, welcoming, and genuinely caring toward customers.
Comfortable communicating with people from a variety of backgrounds and organizational levels.
Highly organized, detail-oriented, and proactive.
Able to manage multiple priorities and adjust to changing needs.
Capable of thriving both independently and in a team setting.
Able to thrive in a fast-paced environment.

What You’ll Do

As a member of the Tax Preparation team, Account Managers are among the primary points of contact for our clients. In this role, you will help clients feel informed, supported, and confident in our services throughout their experience with TaxSolve.

This role is primarily service-focused and centers on building strong client relationships through consistent communication, regular follow-up, and dependable support. You will serve as a bridge between clients and tax preparers, helping manage documentation, address concerns, and keep cases moving efficiently from start to finish.

Responsibilities

Serve as the primary point of contact for clients, providing knowledgeable guidance and support on tax-related matters.
Follow up with clients regularly to provide updates, collect needed information, and ensure they feel supported throughout the process.
Assist clients with gathering documentation and information needed for accurate tax filing, and follow up on outstanding items.
Respond to client questions, concerns, and issues promptly and professionally to ensure a positive customer experience.
Maintain accurate, organized, and confidential client records in compliance with company standards.
Collaborate closely with tax preparers to ensure cases are handled efficiently and effectively.
Deliver exceptional customer service by phone, email, and text, creating an experience that is both personal and professional.
Support clients throughout the lifecycle of their case, helping them stay informed and engaged.
Perform other duties as assigned.

Qualifications

At least 1 year of professional customer service, account management, or office experience required.
Strong customer service and interpersonal skills.
Strong sense of ownership and accountability.
Ability to multitask effectively and prioritize a shifting workload.
Strong organizational skills and attention to detail.
Strong problem-solving skills and the ability to handle challenging situations with a positive attitude.
Ability to work well independently and collaboratively.
Ability to thrive in a fast-paced environment.
Proficiency in Google Workspace and Slack.
Basic financial literacy.
High school diploma required.
Bachelor’s degree strongly preferred.

Job Details

Job Type: Full-time, Non-exempt
Pay Range: Starting at $25.00 per hour
Schedule: 8-hour shift
Work Location: Remote

Benefits

401(k)
401(k) matching
Health insurance
Paid time off
Paid sick leave
On-the-job training
Wellness program
Educational reimbursement
Bonus opportunities

Job Type: Full-time

Pay: From $25.00 per hour

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off
Tuition reimbursement

Education:

High school or equivalent (Required)

Language:

English (Required)

Work Location: Remote

Quick Apply

Refine Your Search

Cpas Professional Records Manager jobs

Account Manager

Manager, Tax Services

Staff Engineer Mission Assurance

Bookkeeping Manager

Tax Senior Manager

HOA Community Association Manager - Hybrid/Mansfield, TX

Manager, Tax Services

Law Firm Controller

Tax Accountant – Public Accounting

Account Executive

Account Executive

Account Executive

Sales Development Representative - US Apprenticeship - Apprenticeship

Sales Manager

Financial Advisor

Senior Manager, Learning & Development

SENIOR MANAGER, FP & A (CPA | Fractional)

Relationship Manager

Regulatory Compliance Analyst IV

Private Client Team - Client Service Associate

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