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.
• 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.
• Ability to manage escalations and provide solutions.
• Technical product knowledge related to services offered.
• Problem-solving skills and attention to detail.
• Ability to work independently in a remote environment.
• Understanding of client business models.
• Willingness to support team projects.
• Adaptability to change and new processes.

Benefits

• Work from home flexibility.
• Opportunity to work with a stable and growing company.
• Empowerment to help clients succeed.
• Dynamic team environment.
• Competitive salary range.
• Supportive company culture.
• Opportunities for professional growth.
• Contribute to meaningful projects.
• Engage with a diverse client base.
• Work-life balance.