Remote Client Success Manager — Accounting & Tax Ops
Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-10
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for:
Remote Jobs
Remote/Work from Home
position Listed on 2026-08-10
Job specializations:
-
Accounting
Job Description & How to Apply Below
P&G Advisors is seeking a Client Success Manager - Accounting, Tax & Advisory Operations to own onboarding, technical review, and retention for a portfolio of small and mid-sized business clients. You will leverage accounting and tax expertise alongside client relationship instincts to keep workflows on schedule and aligned with standards.
You will coordinate with Bookkeeper, Tax Preparer, and Tax Advisor to ensure timely, accurate deliverables, while developing SOPs and serving as the first
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