Client Account Manager (remote/part time)
About JSY
JSY & Co. is a boutique bookkeeping and small business services firm serving entrepreneurs and family-owned businesses across California. We support small businesses as essential drivers of their local communities by providing reliable, high-quality accounting services with strong professional judgment and care.
About the Role
We are seeking a Client Account Manager to serve as the primary point of contact for a portfolio of small business clients. This role owns client relationships and deadlines while coordinating work across our internal bookkeeping, payroll, and sales tax teams.
You’ll act as the face of a full-charge bookkeeping team for one to two larger, more complex clients, while managing recurring work for a small number of lower-touch clients. This role is ideal for someone who enjoys client communication, accountability, and working collaboratively in a remote environment.
Key Responsibilities
• Serve as the primary contact for assigned clients
• Own deadlines and follow up with internal teams and clients to ensure timely completion of work
• Coordinate onboarding and cleanup as needed
• Review financials and flag issues requiring escalation
• Prepare sales tax reports for review by our sales tax specialist
• Coordinate with clients’ CPAs or tax preparers during tax season (reports only; no tax prep or advice)
• Support time-based billing for clients who invoice their own customers
Qualifications
• At least two years of accounting education or an Associate’s degree in accounting (Bachelor’s preferred)
• 1+ year experience working with multiple small business clients (3+ preferred)
• Strong QuickBooks Online experience
• Strong Excel skills, including data manipulation and reporting
• Experience with accrual accounting and California sales tax/nexus
• Background in professional services and/or creative businesses strongly preferred
• Must be a legal resident of California and authorized to work in the U.S.
• Must pass a criminal background check
Why JSY
• Fully remote within California
• Part-time hourly role with opportunity to grow
• Supportive, collaborative team environment
• Thoughtful workload management and clear role boundaries
• Meaningful work supporting small and family-owned businesses
Hourly range: $32–$42, depending on experience and readiness at hire.
Job Type: Part-time
Pay: $32.00 - $42.00 per hour
Expected hours: 20 per week
Benefits:
• Flexible schedule
Work Location: Remote
Apply Now
Apply Now
JSY & Co. is a boutique bookkeeping and small business services firm serving entrepreneurs and family-owned businesses across California. We support small businesses as essential drivers of their local communities by providing reliable, high-quality accounting services with strong professional judgment and care.
About the Role
We are seeking a Client Account Manager to serve as the primary point of contact for a portfolio of small business clients. This role owns client relationships and deadlines while coordinating work across our internal bookkeeping, payroll, and sales tax teams.
You’ll act as the face of a full-charge bookkeeping team for one to two larger, more complex clients, while managing recurring work for a small number of lower-touch clients. This role is ideal for someone who enjoys client communication, accountability, and working collaboratively in a remote environment.
Key Responsibilities
• Serve as the primary contact for assigned clients
• Own deadlines and follow up with internal teams and clients to ensure timely completion of work
• Coordinate onboarding and cleanup as needed
• Review financials and flag issues requiring escalation
• Prepare sales tax reports for review by our sales tax specialist
• Coordinate with clients’ CPAs or tax preparers during tax season (reports only; no tax prep or advice)
• Support time-based billing for clients who invoice their own customers
Qualifications
• At least two years of accounting education or an Associate’s degree in accounting (Bachelor’s preferred)
• 1+ year experience working with multiple small business clients (3+ preferred)
• Strong QuickBooks Online experience
• Strong Excel skills, including data manipulation and reporting
• Experience with accrual accounting and California sales tax/nexus
• Background in professional services and/or creative businesses strongly preferred
• Must be a legal resident of California and authorized to work in the U.S.
• Must pass a criminal background check
Why JSY
• Fully remote within California
• Part-time hourly role with opportunity to grow
• Supportive, collaborative team environment
• Thoughtful workload management and clear role boundaries
• Meaningful work supporting small and family-owned businesses
Hourly range: $32–$42, depending on experience and readiness at hire.
Job Type: Part-time
Pay: $32.00 - $42.00 per hour
Expected hours: 20 per week
Benefits:
• Flexible schedule
Work Location: Remote
Apply Now
Apply Now