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 procedural inquiries.
• Manage client escalations with exceptional customer service.
• Guide clients through service changes and clarify billing charges.
• 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.
• Gain understanding of client business models to enhance support.
• Provide advice on best practices for client communication.

Requirements

• Strong communication skills.
• Experience in customer service or client relations.
• Knowledge of bookkeeping and tax services is a plus.
• Problem-solving skills and technical product knowledge.
• Ability to manage multiple tasks and client needs.

Benefits

• Work from home flexibility.
• Opportunity to empower small businesses.
• Supportive team environment.
• Professional development opportunities.
• Competitive salary and benefits package.