Client Account Manager - Boston
1 month ago

Job summary
We're a U.S. boutique CPA firm serving a small, high-quality client base of real estate investors, e-commerce founders, and service-based businesses.This role reports directly to the owner and works alongside a highly capable admin team.
- Serve as the primary point of contact for assigned clients
- Lead client calls, set agendas, explain results, and manage follow-ups
Job description
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