Client Success Manager – Accounting, Tax & Advisory Operations

Job not on LinkedIn

🕒 August 5

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $80k - $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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ASK BOSCO® - Marketing AI

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2019

🤖 Artificial Intelligence

🛍️ eCommerce

📣 Marketing

Artificial Intelligence • eCommerce • Marketing

ASK BOSCO® is an advanced AI marketing platform that specializes in optimizing data reporting, budget planning, and competitor benchmarking for businesses and marketing agencies. With its powerful tools, ASK BOSCO® seamlessly integrates various data sources, enabling users to forecast media spends with remarkable accuracy and manage online performance through automated reporting. The platform aims to enhance decision-making and improve return on advertising spend, allowing agencies and brands to gain valuable insights for better marketing strategies.

📋 Description

• Own client relationships across onboarding, steady-state service, and renewal/upsell conversations • Review accounting and tax deliverables before they reach the client, catching errors early • Run the weekly cadence that keeps accounting/tax production on time and accurate • Coordinate with the Bookkeeper, Tax Preparer, and Tax Advisor to keep every account on schedule • Build and refine SOPs for the operation • Report retention, satisfaction, and workflow health directly to the CEO

🎯 Requirements

• 3+ years of experience in public accounting, tax, or advisory roles • Experience with small and mid-sized businesses • CPA designation preferred, or Enrolled Agent certification, or equivalent hands-on experience • Demonstrated experience personally managing client relationships • Ability to review work, catch errors, and coach less-experienced team members • Strong organizational skills and ability to manage 40–60+ accounts • Familiarity with Profit First, Built to Sell, and Traction is a strong asset • Exceptional communication skills and a client-first mindset

🏖️ Benefits

• Remote work arrangement