Client Relations Specialist - Bookkeeping - 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 work opportunity supporting bookkeeping and tax services.
• Lead communication process with clients.
• Triage and answer technical accounting questions.
• Manage client escalations effectively.
• Guide clients through product changes.
• Prepare and explain billing charges.
• Deliver high-quality service to diverse clients.
• Understand client business models.
• Advise on best practices for client communication.
• Support onboarding and tax teams as needed.

Requirements

• Experience in client relations or customer service.
• Strong problem-solving skills.
• Technical knowledge in accounting and bookkeeping.
• Ability to manage client communications.
• Excellent interpersonal skills.
• Adaptability and willingness to learn.
• Ability to work independently.
• Familiarity with tax services is a plus.

Benefits

• Work from home flexibility.
• Supportive company culture focused on employee empowerment.
• Opportunities for professional development.
• Competitive salary.
• Health benefits and retirement plans.