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Client Relations Specialist - Bookkeeping
This job is now closed
Job Description
- Req#: 4511033CFA
Employer Industry: Financial Services for Small Businesses
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 remote work arrangements with company-provided equipment
- Comprehensive health coverage, competitive salary, paid parental leave, and generous 401k match
- Supportive and inclusive work environment that values employee voices and empowerment
What to Expect (Job Responsibilities):
- Lead communication processes with clients, addressing technical accounting and product inquiries
- Manage client escalations using 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
- Minimum of 3 years of progressive bookkeeping experience in a multi-client environment
- Minimum of 3 years of client servicing experience handling tasks for 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) highly desired
- Skills in problem-solving, process improvement, and critical thinking
- Ability to work autonomously in a remote environment
- Experience in creating an inclusive workplace culture
#FinancialServices #RemoteWork #CareerGrowth #InclusiveWorkplace #ClientRelations
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