Client Engagement & Delivery Manager – US Accounting & Tax

About This Role

Act as the primary point of contact for US clients, understanding their accounting and tax needs, and leading the conversion and onboarding process. Coordinate with an India offshore team to ensure timely and accurate delivery of services and high client satisfaction.

Responsibilities

• Meet with prospective and existing clients to understand their accounting, tax, and advisory needs
• Conduct discovery meetings, requirement analysis, and service discussions
• Work closely with leadership and pre-sales teams to convert prospects into clients
• Prepare or support proposals, scope documents, and pricing discussions
• Act as a trusted advisor and maintain strong client relationships
• Lead client onboarding, including scope finalization, timelines, and expectations
• Serve as the single point of contact for clients post-conversion
• Coordinate with India offshore accounting and tax teams to execute engagements
• Translate client requirements into clear instructions for offshore teams
• Monitor delivery timelines, quality, and compliance
• Review outputs and ensure deliverables meet client expectations
• Proactively manage risks, issues, and escalations
• Bridge communication between US clients, US office, and India offshore team
• Conduct regular status calls and performance reviews with offshore teams
• Ensure alignment on priorities, deadlines, and service standards
• Support process improvements for efficient offshore delivery

Requirements

• 0–5 years of experience in client-facing roles within US accounting, tax, or consulting services
• Strong understanding of US accounting, bookkeeping, payroll, or tax services
• Proven ability to manage clients end-to-end, from requirement gathering to delivery
• Excellent communication, presentation, and stakeholder management skills
• Ability to work independently and take ownership of client outcomes
• Authorization to work in the USA (or eligible)

Qualifications

• Bachelor’s or Master’s degree in Accounting, Finance, Business, or related field
• 0-5 years of experience in client-facing roles within US accounting, tax, or consulting services

Nice to Have

• Commerce Graduate MBA
• CPA-pursuing candidates preferred
• Prior experience working with offshore delivery models (India or other locations)
• Experience with accounting tools such as QuickBooks, Xero, or similar
• Exposure to public accounting or professional services firms
• Multi-state or small-business tax exposure

Skills

* Required skills