Employment Opportunities

We are seeking a Client Services & Marketing Manager to support our accounting firm’s daily operations. This role is the first point of contact for many clients and plays a vital part in ensuring smooth communication, accurate document management, timely follow-ups, and professional office organization. The ideal candidate is confident, organized, and able to balance administrative and marketing responsibilities to enhance the firm’s client experience and growth.

Why work with us?

At Brava CPA, we’re redefining what it means to be an accounting firm. We don’t just crunch numbers—we empower entrepreneurs to work smarter, grow faster, and live better. Our team is driven by creativity, strategy, and a deep commitment to client success.

  • Client-First Culture: We’re a boutique firm that prioritizes relationships. Our proactive, year-round approach means we’re always thinking ahead for our clients—not just during tax season.

  • Innovative Mindset: We embrace smart systems and fresh ideas to deliver high-impact solutions. You’ll be part of a team that values efficiency, ingenuity, and continuous improvement.

  • Empowering Environment: We are a female only team supporting female-led businesses and champion entrepreneurs who are building something bold. If you’re passionate about helping others thrive, you’ll feel right at home.

  • Real Impact: Your work won’t get lost in the shuffle. As a key player in client services and marketing, you’ll shape how we connect, communicate, and grow—both internally and externally.

Experience Requirements

We’re looking for someone with 3+ years of experience in a marketing or client service role—ideally within a professional services environment. If you’ve worked in an accounting or tax firm, that’s a strong plus, but not required. This person is confident and professional communicator, with experience handling multiple communication channels (phone, email, in-person). You should be comfortable with technology and software platforms (CRM, document portals, Microsoft Office, social media).

Additional Skills

  • Strong problem-solving ability with sound judgment on when to escalate issues.

  • Ability to multitask and manage competing priorities in a deadline-driven environment.

  • Strong organizational skills with high attention to detail and accuracy.

  • Proactive, self-starter attitude with a focus on follow-through.

  • Team player who also works well independently.

  • Adaptable and willing to take on new projects as the firm grows.

Compensation & Benefits

We believe great work deserves great rewards. This role begins with a 3-month trial period, during which we’ll collaborate closely to ensure a strong mutual fit. Upon successful completion, you’ll transition into a full-time position with the following package:

  • $65,000 annual salary, with bonus opportunities based on performance and firm growth

  • Hybrid work model available after the trial period—split your time between our office and remote work

  • Benefits and retirement plan eligibility begins after the trial period

  • Must be local to Spokane or Coeur d’Alene, with regular in-person collaboration expected

We’re committed to creating a workplace that supports your professional growth, personal well-being, and long-term success.

Key Responsibilities

Our Client Services and Marketing Manager will play a central role in keeping our firm running smoothly and our clients feeling supported. You’ll be the first point of contact for many client interactions—responding to inquiries, coordinating meetings, and ensuring timely follow-ups. You’ll also handle essential administrative tasks that keep our operations organized, while driving marketing efforts that reflect our brand’s voice and values. This is a dynamic role that blends service, structure, and strategy.

Client Communication

  • Serve as the first point of contact for client inquiries by phone, email, and in-office visits.

  • Confidently address and resolve 85% of client issues independently, escalating only complex matters to managers or leadership.

  • Send reminders for deadlines and missing information to clients.

  • Draft and send follow-up emails on behalf of leadership (as directed).

  • Schedule client meetings, calls, and calendar items for clients.

  • Deliver client returns, forms, and requested items through portals, secure exchange, or mail.

Administrative Duties

  • Manage document flow: scanning, saving, and filing all incoming documents accurately.

  • Pull, download, and save forms and other tax-related documents.

  • Update client profiles when changes are requested by team members or clients.

  • Check and update our software weekly to ensure client items are organized and complete.

  • Send annual client organizers and engagement letters.

  • Maintain daily tasks such as mail logging, printing, mailing, scanning, phone calls and inventory management.

  • Keep office organized, professional, and client-ready.

Marketing Duties

  • Maintain the firm’s social media presence (posting updates, content scheduling).

  • Manage content projects such as newsletters, website updates, and client communications.

  • Coordinate firm events (client appreciation and networking functions).

  • Develop campaigns and initiatives that support firm growth goals, including expanding our reach and visibility

  • Identify and target ideal clients—female-led businesses and entrepreneurs—through tailored messaging and outreach

  • Collaborate with leadership to refine our brand voice and ensure consistency across all platforms

  • Track marketing tasks and deadlines, ensuring alignment with overall firm strategy.

Success in this Role Looks Like

Success in this role means becoming a trusted, proactive force within our firm—someone who keeps clients informed, operations humming, and our brand growing. You’ll build strong relationships through timely, thoughtful communication and ensure that administrative tasks are handled with precision and care. On the marketing front, you’ll elevate our visibility and voice by managing content, events, and outreach that attract our ideal clients and support firm growth. You take ownership of your responsibilities, stay ahead of deadlines, and bring fresh ideas to the table. When our clients feel supported, our systems run smoothly, and our brand resonates with the right audience—that’s when we know you’re thriving.

How to Apply

Email your resume to: info@bravacpa.com

Call us if needed: (509) 344-3200