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The Client Service Manager oversees day-to-day communication and workflow coordination for a portfolio of tax clients. They ensure client requests are handled promptly while maintaining accurate documentation and facilitating collaboration between tax professionals and leadership.
This is a remote position.
Location: Remote – U.S.
Position: Full-Time
Company: CFOAF LLC
Compensation: Competitive
The Client Service Manager is responsible for the day-to-day client communication, coordination, and follow-through for an assigned portfolio of tax clients.
This is not a traditional administrative role. We are looking for someone with strong U.S. tax-firm experience, client-service judgment, and tax workflow knowledge who can confidently manage client relationships, keep work moving, and coordinate effectively with tax professionals and leadership.
Own day-to-day client communication and follow-through for an assigned portfolio of tax clients, ensuring requests, questions, commitments, and escalations are handled appropriately and on time.
Build and maintain strong client relationships, including confidently managing difficult, upset, or high-expectation clients while maintaining a professional and solutions-oriented experience.
Apply strong U.S. tax and accounting knowledge to understand client needs, navigate tax workflows, identify what can be handled independently, and recognize when technical input or escalation is required.
Coordinate tax return workflows and deadlines, using Karbon and other systems to maintain visibility, identify stalled work, and ensure clear ownership and next steps.
Coordinate across CPAs, EAs, preparers, reviewers, and leadership to keep client matters moving without creating unnecessary handoffs or communication gaps.
Maintain accurate client dossiers, communication records, inboxes, and workflow information so the team has the context needed to serve clients effectively.
Support client onboarding and transitions, ensuring information, expectations, responsibilities, and next steps are clearly communicated.
Identify recurring client-service or workflow issues and recommend practical improvements that make client delivery more consistent and efficient.
3+ years of direct experience in a U.S. CPA firm, tax firm, or tax department, supporting individual and/or business tax clients.
Strong working knowledge of U.S. tax preparation and tax-return workflows, including deadlines, extensions, estimated payments, amendments, electronic filing, signature requirements, and common missing-document situations.
Working knowledge of Forms 1040, 1065, 1120-S, and 1120, including familiarity with related K-1, W-2, and 1099 reporting.
Understanding of common tax-return workflow stages and business financial statements, with the ability to follow where a client matter is in the process and identify what is still needed.
Experience communicating directly with tax clients and working with CPAs, EAs, tax preparers, reviewers, and/or tax leadership.
Ability to understand routine tax-related client questions, handle appropriate matters independently, and recognize when technical tax input or escalation is required. This role does not provide tax advice.
Strong understanding of tax-firm client workflows, documentation, deadlines, and follow-through.
Experience managing multiple client relationships and competing priorities with strong organization, judgment, communication, and follow-through.
Comfortable working independently in a remote environment and taking ownership without constant direction.
Experience with Karbon or another tax/accounting practice-management or workflow platform.
Experience managing shared or executive inboxes and client communication workflows.
Experience working with business owners, entrepreneurs, or high-net-worth clients.
Familiarity with IRS notices and tax-related client issues.
Experience with client dossiers, CRM/workflow systems, or automation tools.
Accounting, tax, EA, CPA, or other relevant professional credentials/background.
You are proactive, highly organized, calm under pressure, and comfortable taking ownership. You know how to communicate with demanding clients without becoming reactive, and you can work effectively with technical tax professionals while knowing when to resolve an issue yourself and when to escalate it.
You bring strong tax-firm experience plus exceptional client-service instincts.
Clients receive proactive, timely communication with fewer status chases.
Client requests and follow-ups have clear ownership and next steps.
Tax professionals spend less time managing routine client communication.
Client and workflow information is accurate and visible in the appropriate systems.
Potential issues are identified and escalated before they become problems.
Difficult client situations are handled professionally and confidently.
Tax work does not stall because of communication or coordination gaps.
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