Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $62,000 annually
- Opportunity for career advancement with over 20% of employees promoted into new roles in the last three years
- Flexible work arrangements allowing you to work from home with company-provided equipment
- Comprehensive health coverage, including a free premium option, and a generous 401k match
- Supportive and collaborative team culture with opportunities to connect with senior leaders
- Paid Time Off of 3 weeks and 11 Paid Holidays to ensure work-life balance

What to Expect (Job Responsibilities):
- Lead communication processes with clients, addressing technical accounting and product inquiries
- Manage client escalations by utilizing customer service and problem-solving skills
- Guide clients through product changes and follow up on resolutions
- Prepare and explain add-on billing charges and process client terminations
- Deliver high-quality bookkeeping and tax services to a diverse portfolio of clients

What is Required (Qualifications):
- Must be 18 years of age or older
- Bachelor's degree in Business, Accounting, or Finance or equivalent experience
- At least 3 years of progressive bookkeeping experience in a multi-client environment
- At least 3 years of client servicing experience with small business owners
- Proficient knowledge of QuickBooks Online (QBO) and excellent working knowledge of Microsoft Office Suite

How to Stand Out (Preferred Qualifications):
- Certification in QuickBooks Online (QBO)
- Experience in understanding small business accounting and tax services
- Skills in problem-solving, process improvement, and critical thinking
- Ability to work autonomously in a self-directed environment
- Commitment to creating an inclusive workplace

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