Client Account Manager & Advisory Lead; CPA Firm

Client Account Manager & Advisory Lead (CPA Firm)

Part-time to start | Remote | No Overtime | Canada-based and H-1B considered

We’re a U.S. boutique CPA firm serving a small, high-quality client base of real estate investors, e-commerce founders, and service-based businesses. About half of our clients are Chinese-speaking and half are U.S.

-based.

2025 has been our biggest year yet, and we’re adding a Client Account Manager & Advisory Lead to help run client operations, lead client projects, and maintain the high bar our firm is known for. This role reports directly to the owner and works alongside a highly capable admin team. You’ll be the steady, senior presence ensuring clients feel supported, work moves smoothly, and nothing gets dropped.

• Part-time to start | Remote | No Overtime | Canada-based and H-1B considered
• Small, intentional book of clients (business + HNW individuals)
• Year-round tax planning for monthly clients (not just tax season)
• Remote-first, international team (U.S., India, Philippines)
• We value humility, care, and integrity over ego and grind culture

Client Ownership & Advisory (40%)

• Serve as the primary point of contact for assigned clients
• Lead client calls, set agendas, explain results, and manage follow-ups
• Proactively manage expectations and keep the owner in the loop
• Identify tax planning opportunities and coordinate execution

Project & Workflow Management (30%)

• Own client projects from start to finish
• Coordinate across an international team with clean handoffs
• Ensure deadlines, scope, and quality standards are met

Review & Quality Control (20%)

• Review U.S. individual and business tax returns (including partnerships & real estate)
• Review tax-ready bookkeeping (QBO/Xero)
• Sign off on reviewed work and be accountable for accuracy
• Provide clear, practical guidance to the team

Systems & Process Improvement (10%)

• Improve workflows, checklists, and the overall client experience
• Act as an integrator who spots issues and fixes them

• Take ownership and follow things through without being chased
• Calm, thoughtful, and confident with clients
• Care deeply about accuracy and quality
• Enjoy improving systems and client experience
• Want a senior role without burnout

• Thrive on urgency, chaos, or constant fire drills
• Believe long hours = commitment
• Prefer being told exactly what to do rather than owning outcomes
• Avoid client conversations or difficult discussions
• Dislike being accountable for work you sign off on
• Want a large client book or high-volume compliance environment

• CPA (U.S. or Canada) or equivalent public‑practice experience
• 6–10 years in tax/accounting/client advisory
• Strong working knowledge of U.S. individual and business tax returns
• Experience with real estate, e-commerce, or service‑based clients
• Comfortable working with distributed, international teams
• Mandarin or Cantonese is a plus (not required)

• Part‑time to start: ~20–25 hours/week (with room to grow)
• Fully remote
• Canada-based candidates preferred
• H‑1B sponsorship may be considered for the right candidate
• Competitive base pay + incentives tied to client retention and upsells
• PTO and sick time after probation

If you’re looking for a role where you can own client relationships, do excellent work, and still have a life, we’d love to hear from you.

DM or apply via Linked In