Account Manager – Tax Hive
At Tax Hive, we help business owners keep more of what they earn through expert tax preparation and strategic tax planning. We're looking for an organized, motivated, and client-focused Account Manager to join our growing team.
This is not a sales position. As an Account Manager, you'll be the primary point of contact for clients, helping them navigate the tax preparation process while ensuring they receive exceptional service from start to finish. You'll also assist in coordinating tax planning services when applicable, making sure clients stay informed and supported throughout their experience.
Compensation
- $18.00 per hour
- Performance-based incentive opportunities
- Full-time position
Benefits & Perks
- Health insurance
- Lunch provided daily
- Onsite gym
- Paid training
- Career growth opportunities
- Supportive, team-oriented work environment
What You'll Do
- Manage a portfolio of clients throughout the tax preparation process.
- Serve as the primary point of contact, ensuring clients receive timely updates and clear communication.
- Help clients gather, organize, and submit tax documents through our secure client portal.
- Answer questions regarding the tax preparation process and set clear expectations for timelines and next steps.
- Coordinate with our tax preparation team to keep returns progressing efficiently.
- Monitor client accounts to identify missing information or outstanding tasks and proactively follow up.
- Assist in scheduling tax planning appointments and help clients understand the value of ongoing tax planning services.
- Resolve client concerns with professionalism, empathy, and a solutions-focused mindset.
- Maintain detailed and accurate client records.
- Collaborate with Customer Service, Tax Preparers, and Tax Planners to deliver an outstanding client experience.
What We're Looking For
- At least 1 year of experience in Account Management, Customer Service, Client Success, Administrative Support, or another client-facing role.
- Excellent verbal and written communication skills.
- Strong organizational skills with the ability to manage multiple priorities.
- Exceptional follow-through and attention to detail.
- A positive attitude and passion for helping people.
- Comfortable learning new technology and software.
- Experience with tax preparation, accounting, bookkeeping, financial services, or professional services is preferred but not required.
The Ideal Candidate
You're someone who enjoys helping people through detailed processes, keeping projects organized, and ensuring nothing falls through the cracks. You communicate clearly, stay calm under pressure, and take ownership of your clients' experience. You enjoy working as part of a collaborative team and are committed to delivering exceptional service every day.
Why Tax Hive?
At Tax Hive, our people are the reason clients trust us. We invest in our team through training, support, and opportunities for growth. If you're looking for a career where you can make a meaningful impact while developing your professional skills, we'd love to hear from you.
Pay: $18.00 - $24.00 per hour
Benefits:
- Dental insurance
- Health insurance
- On-site gym
- Paid time off
- Paid training
- Professional development assistance
- Vision insurance
Work Location: In person
