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.
• Embrace company values of adaptability, connection, and excellence.
• 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.
• Problem-solving skills and technical product knowledge.
• Ability to manage client escalations effectively.
• Moderate autonomy in managing workflows.
• Adaptability to change and willingness to learn.
• Team player with a focus on building relationships.
• Understanding of client business models.
• Experience in a remote work environment preferred.

Benefits

• Work from home flexibility.
• Opportunity to contribute to a growing company.
• Supportive team environment.
• Empowerment to help clients succeed.
• Competitive salary.
• Professional development opportunities.
• Dynamic and inclusive company culture.
• Access to resources for personal and professional growth.
• Engagement in meaningful work.
• Potential for career advancement.