Client Relations Specialist - Bookkeeping and Tax - 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

• Lead communications with clients, addressing complex accounting, product, pricing, and procedural inquiries.
• Manage client escalations through exceptional customer service and problem-solving techniques.
• Guide clients through service changes, ensuring clear communication of resolutions.
• Prepare and clarify billing charges for additional services.
• Process client termination requests efficiently.
• Deliver high-quality bookkeeping and tax services to a diverse portfolio of clients.
• Gain an understanding of client business models to enhance support services.
• Provide advice on best practices for client communication.
• Support onboarding, tax, and maintenance teams as needed.
• Spearhead and contribute to departmental and team projects.

Requirements

• Strong communication skills.
• Experience in customer service.
• Knowledge of bookkeeping and tax services.
• Problem-solving abilities.
• Ability to manage client escalations.

Benefits

• Work from home flexibility.
• Opportunity to work with a dynamic team.
• Support for professional growth.
• Contribute to the success of small businesses.