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 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.
• Adaptability, connection, and excellence are core values.
• Salary range is between $57,000 - $62,000 annually.

Requirements

• Strong communication skills.
• Experience in customer service or client relations.
• Knowledge of bookkeeping and tax services is a plus.
• Problem-solving skills.
• Ability to manage client escalations effectively.
• Technical product knowledge.
• Ability to work independently in a remote setting.
• Experience in a fast-paced environment.
• Willingness to learn and adapt.
• Team player with a collaborative mindset.

Benefits

• Work from home flexibility.
• Supportive company culture.
• Opportunities for professional growth.
• Contribute to the success of small businesses.
• Dynamic team environment.
• Competitive salary.
• Health and wellness benefits.
• Paid time off.
• Retirement savings plan.
• Employee empowerment initiatives.