What are the responsibilities and job description for the Client Account Manager position at Xavier Yu & Associates, C.P.A.?
Company Description
Xavier Yu & Associates, CPA, located in California, offers expert accounting and advisory services to business owners, executives, and independent professionals. We pride ourselves on delivering professional, reliable, and affordable solutions tailored to meet our clients’ financial needs. Combining extensive experience and expertise, we provide a wide range of services to help individuals and businesses achieve their financial goals effectively.
Role Description
The Client Account Manager is a full-time on-site role based in Los Angeles, CA. This position involves managing client accounts, providing financial advice, and ensuring excellent customer service. Responsibilities include managing client documents, resolving client inquiries, preparing financial statements, monitoring account progress, and building strong client relationships in line with company values.
Qualifications
- Strong client relationship management, communication, and problem-solving skills
- Competency in financial software and proficiency in Microsoft Office tools
- Attention to detail and ability to manage multiple accounts and deadlines effectively
- Experience with CPA firms or in a similar role is preferred