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 for a Client Relations Specialist in Bookkeeping and Tax Services.
• Lead communications with clients regarding accounting and service 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.
• Problem-solving abilities.
• Ability to manage client escalations effectively.
• Understanding of client business models.
• Technical product knowledge.
• Ability to work autonomously.
• Experience in a remote work environment.
• Commitment to company values of adaptability, connection, and excellence.

Benefits

• Fully remote work opportunity.
• Competitive salary range.
• Supportive company culture.
• Opportunities for professional growth.
• Dynamic team environment.
• Contribute to the success of small businesses.
• Work-life balance.
• Access to resources for personal development.
• Engagement in meaningful work.
• Flexible work hours.