Account Manager, Tax Liaison

Account Manager, Tax Liaison

• United States - Remote (any location)
• Full-Time

 

About You:

• You are dedicated to delivering high-quality services.
• You excel at inspiring and motivating your team.
• You are flexible and adaptable, making it easy when you need to change gears on the fly.
• You have a strong commitment to excellence and achieving results.
• You are fast-paced and excel when you have multiple challenges on your plate, while never compromising on quality.
• You have a high drive for accountability and follow-through.
• You have a passion for helping small business owners know their numbers and providing a safe, judgment-free space for them.

Join Kickstart Accounting, LLC as an Account Manager and Key Liaison with KSA Tax Partners!

Kickstart Accounting, Inc. is a woman-owned, fully virtual accounting firm dedicated to empowering women business owners by not only filing their tax returns but helping them truly understand their finances. We’re not your typical accounting firm—we don’t offer transactional support. Instead, we become an essential part of our clients’ teams, equipping them with the financial insights they need to thrive.

We are seeking a full-time Account Manager who will lead our team of bookkeepers, manage client relationships, and ensure the highest standards of financial accuracy and reporting. This role requires a highly driven and detail-oriented professional who excels in maintaining structure and producing rapid, high-quality results without compromising accuracy. The Account Manager will also serve as a liaison with our sister firm, KSA Tax Partners, to coordinate client services and ensure seamless collaboration across teams.

Position Summary:

This role demands a strong commitment to specialized expertise and technical proficiency. As the Account Manager for Kickstart Accounting, you will be responsible for client management, team oversight, and ensuring that internal processes are followed meticulously.

The job requires working in a fast-paced, structured environment with clear expectations and the ability to balance multiple projects simultaneously. Although quick decision-making is necessary, this person must ensure that all work meets established quality standards and that any new ideas are carefully analyzed before implementation.

Key Responsibilities:

• Lead, coach, and develop a team of bookkeepers, ensuring accurate financials and adherence to policies.
• Facilitate client calls to review financial reports, answer questions, and ensure clients understand their numbers and how they relate to tax strategy.
• Serve as the bridge between clients and our tax team: facilitating communication, preparing necessary reports, and ensuring smooth coordination during tax planning and filing.
• Communicate with clients via Zoom and email regarding their financials and business strategy.
• Review and approve accurate financial statements for LLCs and S Corporations, ensuring they are tax-ready and compliant with all relevant regulations.
• Collect, organize, and review client financial data within QuickBooks Online, maintaining accuracy, completeness, and consistency across accounts.
• Uphold company guidelines and ensure team compliance with policies and deadlines.
• Work closely with our bookkeeping team and tax professionals to ensure seamless financial reporting and client service throughout the year.

Job Requirements:

• Proven leadership experience in an accounting environment, with the ability to oversee a team and ensure strict adherence to timelines and standards.
• Technical expertise in QuickBooks Online is required, as well as proficiency in Word, Excel, and other relevant software.
• Demonstrated success in multi-client environments, with strong problem-solving skills.
• Strong organizational skills, with the ability to manage multiple tasks and projects while maintaining quality and accuracy.

What We Offer:

• A career progression path that supports your growth in both responsibility and income.
• A culture of continuous learning, where your ideas will be heard and supported.
• A collaborative team environment that prioritizes excellence in service.
• Autonomy and ownership of your work without micromanagement, but with clear expectations.

Please consider that you will have to complete the Predictive Index and Cognitive Assessments, as they are a crucial part of our hiring process and must be completed prior to scheduling an interview.

If you are passionate about delivering high-quality accounting services, comfortable leading in a structured, fast-paced environment, and meet the requirements above, we invite you to apply.