[Hiring] Client Success Manager @P&G Advisors, LLC

Role Description

As a Client Success Manager — Accounting, Tax & Advisory Operations, you will play a pivotal role in delivering both technical excellence and an exceptional client experience across our book of small and mid-sized business clients. By leveraging your accounting and tax expertise alongside genuine client relationship instincts, you will own client onboarding, technical review, and retention.

• Own client relationships across onboarding, steady-state service, and renewal/upsell conversations.
• Review accounting and tax deliverables before they reach the client, catching errors early.
• Run the weekly cadence that keeps accounting/tax production on time and accurate.
• Coordinate with the Bookkeeper, Tax Preparer, and Tax Advisor to keep every account on schedule.
• Build and refine the SOPs that let this operation run without leadership touching every account.
• Report retention, satisfaction, and workflow health directly to the CEO.

Qualifications

• 3+ years of experience in public accounting, tax, or advisory roles, with exposure to small and mid-sized businesses.
• CPA designation (preferred) or Enrolled Agent certification, or equivalent hands-on experience.
• Demonstrated experience personally managing client relationships — not just preparing returns or books in the back office.
• Comfortable serving as the technical backstop for a small team — reviewing work, catching errors, and coaching less-experienced team members.
• Strong organizational skills; capable of managing a book of 40–60+ accounts without anything falling through the cracks.
• Familiarity with Profit First by Mike Michalowicz, Built to Sell by John Warrilow, and Traction by Gino Wickman is a strong asset.
• Exceptional communication skills, grounded in a client-first mindset.

Values

• Work Hard, Stay Humble — We bring our best to every project and keep our feet on the ground while doing it.
• Smart & Resourceful — We know how to get things done, even when the path isn't obvious.
• Go the Extra Mile — Good enough is never good enough here; we believe in delivering above and beyond.
• Ownership & Accountability — If we're part of it, we own it, and that includes every success and setback.
• Keep it Fun & Lighthearted — Hard work is non-negotiable, but we know how to have a good time while we're at it.

Recruitment Process

Your application will be reviewed, and those moving to the next step will be asked to complete a brief 5-question one-way video interview where you will answer these questions on your own time via your webcam. Following that, successful candidates will be invited to take part in a series of 1-on-1 interviews.