Client Account Manager

Location: Bloomington, Minnesota
Sector: Accounting & Finance
Employment Type: Permanent
Job ID: 38904
Date Added: 11/28/2023
Client Account Manager (38904)

Our client is an Accounting Firm that is looking to add a Client Account Manager to their team. The company boasts a team-oriented culture, great work/life balance, beautiful new offices, and significant opportunity for advancement throughout the organization. This mid-level position is the primary connection between the clients and the firm. This position is currently working a hybrid schedule of days in the office and remote in the greater Minneapolis area. This position comes with fantastic benefits and a great work/life balance.

The Client Account Manager will be responsible for providing financial reporting and primary accounting for assigned accounts. Responsibilities will include, but are not limited to, the following:
  • Be the primary point of contact and build long-term relationships with clients.
  • Assist clients and ensure the successful delivery of our services according to client needs and objectives.
  • Be responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis.
  • Assist clients and our tax team with tax preparation and tax estimates throughout the year.
  • Be responsible for working with other departments; liaise between the client and internal teams.
  • Other duties and special projects as needed.

  • 3 or more years of financial planning/ tax experience required.
  • Excellent written and verbal communication skills.
  • Strong computer skills including Microsoft Excel. Experience with real estate accounting software a plus.
  • Ability to create valuable relationships with clients through exceptional customer service.
  • Bachelor’s degree in Accounting or Finance.
  • CPA or CFP preferred.

Equal Opportunity Employer

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