Client Relations Specialist - Bookkeeping and Tax Services - Remote

Overview

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US.

In Short

• Remote position focused on client relations in bookkeeping and tax services.
• Lead communications with clients regarding accounting and procedural inquiries.
• Manage client escalations with exceptional customer service.
• Guide clients through service changes and billing clarifications.
• Deliver high-quality bookkeeping and tax services.
• Support onboarding and maintenance teams as needed.
• Contribute to departmental projects.
• Work with a diverse portfolio of clients across various industries.
• Emphasize adaptability, connection, and excellence in service.
• Opportunity to empower clients and enhance their business success.

Requirements

• Strong communication skills.
• Experience in customer service or client relations.
• Knowledge of bookkeeping and tax services is a plus.
• Problem-solving abilities.
• Ability to manage multiple tasks and client needs.
• Technical product knowledge.
• Experience in a remote work environment.
• Willingness to learn and adapt.
• Team player with a collaborative mindset.
• Understanding of client business models.

Benefits

• Work from home flexibility.
• Opportunity to work with a stable and growing company.
• Contribute to the success of small businesses.
• Supportive team environment.
• Professional development opportunities.
• Competitive salary.
• Health and wellness benefits.
• Work-life balance.
• Empowerment in your role.
• Engagement in meaningful work.