Client Account Manager – Accounting & Advisory (AI-Augmented US Firm)

? Compensation Structure & Multi-Level Earning Potential
Compensation is paid monthly via fixed, predictable retainers per assigned client ledger. We do not pay by the hour; we reward efficiency, data integrity, and tech-forward automation.
Our firm features a structured, 5-Tier Compensation Framework. You will begin with our active Level 1 and Level 2 accounts. As the firm scales and you prove your mastery of our workflows, you have the direct potential to be assigned to higher-paying, complex portfolios:

• Level 1 — $50 USD per client/month (Micro-Accounts)
Low-volume, straightforward bookkeeping with limited active accounts, low transaction volume, and minimal reconciliation complexity.
• Benchmark: Simple Short-term rental / Airbnb-type engagement.

• Level 2 — $100 USD per client/month (Standard Business Accounts)
Moderate recurring bookkeeping workload. Features multiple active accounts, active credit cards/merchant processors, Profit First allocation accounts, light payroll-related bookkeeping, and moderate Balance Sheet activity.
• Benchmarks: Standard local service provider, beauty/wellness business, or accounting/tax firm internal books.

• Level 3 — $175 USD per client/month (Advanced Business Accounts)
Materially higher recurring bookkeeping workload. Features numerous active accounts, higher transaction volume, meaningful payroll-related bookkeeping, multiple owners/shareholders, active A/R or A/P, and greater reconciliation/close requirements.
• Benchmark: Construction, commercial property management, or mid-sized service providers with substantial operational accounting complexity.

• Level 4 — $250 USD per client/month (High-Volume / Multi-Entity Portfolios)
Highly complex bookkeeping involving multiple businesses or entities within a single client relationship. Features separate books across separate entities, high aggregate transaction volume, intercompany transfers, significant fixed assets, and extensive Month-End, Quarter-End, and Year-End requirements.
• Benchmark: Multi-business, multi-entity client relationships generating $450,000–$500,000+ in revenue requiring collective bookkeeping across separate business entities (e.g., a single owner running a handyman service, a roofing company, and a holding group simultaneously).

• Level 5 — $350 – $500 USD per client/month (Premium / Advisory-Integrated Portfolio)
Premium engagement involving substantial bookkeeping complexity PLUS specifically authorized, expanded financial-analysis, financial-management recommendations, independent professional judgment, and client-facing financial-review responsibilities.
• Requirement: Requires specific PFT authorization and demonstrated competency. Actual compensation within the $350–$500 range depends entirely upon the actual assigned scope.

About Our Firm
Profit First Taxes is a modern, high-efficiency United States-based tax and accounting firm led by an Enrolled Agent (EA). We operate primarily on US Eastern Time. Our firm leverages cutting-edge technology and QuickBooks AI to eliminate 80% of traditional manual data entry.
We serve a stable, highly automated portfolio of clients, including real estate/Airbnb investors, e-commerce brands, and local businesses, alongside our own corporate books. We do not hire traditional data-entry clerks who simply want to click buttons. We hire articulate, analytical, and autonomous Account Managers who act as the pilots of our automation, protect our data hygiene, and help deliver high-level financial insights to our clients.

Position Overview
You will manage a select portfolio of US-based business accounts under the direct mentorship of an Enrolled Agent. Because our software handles the routine data matching, your value lies in your critical thinking, data auditing, and professional communication. You must be completely comfortable working independently, taking initiative when the firm owner is unavailable, and communicating directly with clients.

Core Responsibilities & Strict Deadlines
• Supervise the Automation: Review and approve automated QuickBooks AI transaction classifications weekly. Proactively maintain tight bank rules to keep matching accuracy above 85%.
• Reconciliations & Diagnostics: Perform complete month-end reconciliations for bank accounts, credit cards, and specialized e-commerce/merchant platforms.
• The 10th-of-the-Month Closeout Rule: All assigned accounts must be fully closed and reconciled within 10 days of month-end. You are required to submit a mandatory 5-to-10 minute screen-share video (using Loom) by 11:59 PM Eastern Time on the 10th of every month showing successful reconciliation screens.
• The 14th Correction Deadline: PFT reviews all submissions between the 11th and 13th. All corrections must be fully completed and resubmitted by 11:59 PM Eastern Time on the 14th to satisfy the completion standard for that month's compensation cycle.
• AI-Driven Advisory Prep: Extract quarterly financial statements, leverage advanced LLMs (ChatGPT or Gemini) to investigate variances, and refine the output into a professional executive summary.
• Direct Client Communication: Act as the primary point of contact for your assigned accounts. Independently schedule short appointments with clients via the firm's calendar to go over their monthly or quarterly books and answer questions.

Mandatory Performance & Contract Terms
1. Flat-Rate, All-Inclusive Structure: The monthly flat retainer per account is fully inclusive of all operational tasks, including transaction checking, reconciliations, client scheduling, async Loom video updates, and necessary internal review meetings. No additional hourly billing or meeting fees are permitted.
2. Review-Ready Standard: Marking an account as "Review-Ready" means all bank rules are verified, miscellaneous/suspense accounts are completely cleared, and the ledger is ready for the EA's final sign-off without routine cleanup.
3. No Automatic Tenure Increases: Length of service does not grant automatic raises. Compensation scaling is strictly tied to your willingness to assume advanced advisory tasks (like budgeting) and your demonstrated accuracy.

Required Qualifications
• Tax & Accounting Firm Experience: Minimum of 2–3 years of direct experience working inside a US-based CPA firm, tax firm, or accounting practice. You must thoroughly understand the connection between daily bookkeeping entries and clean, tax-ready financial statements.
• E-Commerce & Real Estate Fluency: Proven experience managing books for US small businesses, S-Corps, real estate/Airbnb operations, Service based businesses and Shopify environments.
• Degree in Accounting: Bachelor’s degree in Accounting, Finance, or a related field is strictly required.
• Tech-Forward Mindset: Highly proficient with QuickBooks Online, advanced bank rules, and utilizing ChatGPT or Gemini for financial analysis documentation.
• Excellent Spoken English: Completely confident and articulate when speaking directly with US business owners over video calls.
• BIG PLUS – Tax Preparation Experience: Candidates who have verified experience preparing US federal tax returns (Form 1040, 1120S, or 1065) will be heavily prioritized. While this is primarily an Account Manager position, an opportunity exists for a high-paying dual role where you can take on separate tax preparation workloads during the busy US tax season.

⚠️ MANDATORY APPLICATION INSTRUCTIONS
To apply, you must reply with the exact subject line: "Ready to Pilot the Automation for PFT".
Your application message must include a link or file for a 3-to-5 minute screen-share video recording addressing the two practical scenarios below.
Note: You are entirely free to use any video recording software or sharing platform of your choice (Loom, Zoom recording, Vidyard, an unlisted YouTube video, or a cloud drive link like Google Drive/Dropbox). Loom is welcome but not mandatory. You do not need—and should not use—a live QuickBooks account for this demonstration. You are entirely free to use any creative presentation method you prefer (such as opening a blank spreadsheet, typing into a notepad document, or prompting live inside ChatGPT/Gemini on screen) to verbally explain and demonstrate your problem-solving process. We want to see how you process information, think critically, and communicate financial concepts on your feet.

Scenario A: The Shopify Payout Discrepancy
• The Situation: A client’s bank feed shows a clean net deposit from Shopify for $4,500. However, the Shopify store backend shows that gross sales for that exact period were actually $5,000, with $300 in merchant fees and $200 in sales tax collected.

• Your Task: Share your screen and verbally walk us through the step-by-step accounting logic of how you would handle and process this situation so the final business financials remain 100% tax-ready and accurate.

Scenario B: The AI Financial Analysis
• The Situation: A client’s Profit & Loss statement shows that "Advertising Expenses" suddenly spiked from $1,200 last month to $4,800 this month, while their gross revenue only increased by 5%.

• Your Task: Share your screen and demonstrate or explain how you would leverage an advanced Large Language Model (like ChatGPT or Gemini) to investigate this variance and prepare a concise, high-level, 3-bullet-point executive summary for the firm owner.

Applications that fail to use the correct subject line or fail to provide the open-ended Loom video link will be automatically archived without review.