Accounting Client Manager

About the role

H&CO is looking for an Accounting Client Manager to join its San José office. The role combines strong technical accounting expertise with a client‑focused mindset, ensuring high‑quality financial services and long‑term relationship building.

Key responsibilities

• Request, review, classify, and analyze accounting and tax information from clients.
• Prepare and review financial statements, including balance sheets and income statements.
• Discuss outstanding items and accounting matters directly with clients.
• Complete and review workpapers for accuracy and compliance.
• Notify clients when tax returns are ready and provide fee and IRS payment information.
• Obtain signatures for Form 8879 and give filing instructions.
• Follow up on invoice payments and required documentation.
• Manage overall client relationships as the primary point of contact.
• Collaborate with internal teams to deliver comprehensive support across firm services.

Required profile

• Bachelor's degree in accounting.
• 3+ years of accounting experience, preferably with client‑management focus.
• Strong analytical, research, and problem‑solving abilities.
• Excellent verbal and written communication skills.
• Advanced English proficiency.
• Availability to work in a hybrid environment.

Required skills

What we offer

• Opportunity to work with an international professional services firm.
• Collaborative, growth‑oriented work environment.
• Professional development and career advancement prospects.
• Hybrid work model based in Paseo Colón, San José, Costa Rica.