• Job Description

  Req#: BEEF784B2E
  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
  - Flexible work arrangements, allowing you to work from your home office
  - Comprehensive health coverage, competitive salary, paid parental leave, and a generous 401k match
  - Supportive and collaborative work environment with a focus on employee empowerment and inclusion
  - Engaging company culture with opportunities to connect with senior leaders and participate in company events
  
  What to Expect (Job Responsibilities):
  - Lead communication processes with clients, addressing technical accounting, product, pricing, and process inquiries
  - Manage and prevent client escalations using customer service and problem-solving skills
  - Effectively 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
  - Proficient knowledge of QuickBooks Online (QBO); certification highly desired
  - 3 years of progressive bookkeeping experience in a multi-client environment
  - 3 years of client servicing experience handling tasks of various complexity for small business owners
  
  How to Stand Out (Preferred Qualifications):
  - Strong understanding of small business accounting and tax services
  - Superior verbal and written communication skills with the ability to read an audience
  - Excellent working knowledge of Microsoft Office Suite, including Excel, Outlook, and Teams
  - Skills in problem-solving, process improvement, and critical thinking
  - Ability to create an inclusive workplace where everyone feels a sense of belonging
  
  #FinancialServices #ClientRelations #RemoteWork #CareerGrowth #InclusiveWorkplace
  
  We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
  We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

• About the company

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