About the Role You’re looking for a steady pair of hands—someone who can meet clients confidently, manage staff workflows, and sharpen your internal processes so everything runs smoothly. This role blends client relationship management, operations, and accounting-process improvement… basically the firm’s right-hand person.
Key Responsibilities 1. Client Engagement & Relationship Management - Attend client meetings (in-person or virtual) on behalf of the firm.
- Understand client needs, pain points, and business models.
- Advise clients on improving their accounting systems, SOPs, documentation flow, and compliance processes.
- Handle escalations or issues raised by clients regarding accounts or deliverables.
- Maintain strong rapport and ensure high client satisfaction and retention.
2. Internal Operations & Task Management - Track, delegate, and follow up on tasks assi...