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 26%

What it means: the chance that no one is really hiring for this job.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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P&G Advisors

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2017

💼 Consulting

🤝 B2B

💸 Finance

Consulting • B2B • Finance

P&G Advisors is a business advisory and exit-planning firm that helps small and mid-sized business owners determine what their companies would sell for today, build a roadmap to increase transferable value, and guide implementation so owners can exit or grow on their terms. The firm offers free valuations, advisory services, accounting & tax support, and business brokerage partnerships (notably with Sunbelt Business Brokers of Metropolitan Chicago). Their approach emphasizes financial clarity, individualized valuation roadmaps across profit/growth/owner independence, and ongoing guided execution backed by experience in accounting, private equity and M&A.

📋 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

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