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.
• Focus on managing communications and workflows for clients.
• Lead communications with clients regarding accounting 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 and team projects.
• Work with a diverse portfolio of clients across various industries.
• Embrace company values of adaptability, connection, and excellence.

Requirements

• Strong communication skills.
• Experience in customer service or client relations.
• Knowledge of bookkeeping and tax services is a plus.
• Ability to manage escalations and provide solutions.
• Technical product knowledge related to services offered.
• Problem-solving skills.
• Ability to work autonomously in a remote environment.
• Understanding of client business models.
• Experience in a fast-paced environment.
• Willingness to support team projects.

Benefits

• Work from home flexibility.
• Opportunity to empower small businesses.
• Supportive company culture.
• Professional development opportunities.
• Competitive salary.
• Dynamic team environment.
• Contribute to meaningful work.
• Access to resources for personal growth.
• Engagement in team projects.
• Work-life balance.