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Client Relations Specialist - Bookkeeping
This job is now closed
Job Description
- Req#: 226043B099
Employer Industry: Financial Services for Small Businesses
Why consider this job opportunity:
- Salary up to $62,000 annually
- Opportunity for career advancement and growth within the organization, with over 20% of employees promoted in the last three years
- Work remotely from the comfort of your home office, with company-provided equipment
- Comprehensive health coverage, including a free premium option, paid parental leave, and a generous 401k match
- Supportive and collaborative work culture that encourages employee engagement and connection with leadership
- Paid Time Off of 3 weeks and 11 paid holidays to ensure work-life balance
What to Expect (Job Responsibilities):
- Lead client communication processes, addressing technical accounting, product, pricing, and process inquiries
- Manage and resolve client escalations using customer service and problem-solving skills
- Guide clients through product changes and follow up on resolutions to ensure satisfaction
- 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 required
- Minimum of 3 years of progressive bookkeeping experience in a multi-client environment
- Minimum of 3 years of client servicing experience with small business owners
- Proficient knowledge of QuickBooks Online (QBO) and excellent working knowledge of Microsoft Office Suite, including Excel, Outlook, and Teams
How to Stand Out (Preferred Qualifications):
- Certification in QuickBooks Online (QBO) highly desired
- Skills in problem-solving, process improvement, critical thinking, and prioritization
- Ability to work autonomously as a self-directed, independent worker
- Experience in creating an inclusive workplace that fosters a sense of belonging
#FinancialServices #RemoteWork #CareerGrowth #InclusiveWorkplace #SmallBusinessSupport
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