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.

• 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.

• Track, delegate, and follow up on tasks assi...