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Client Relations Specialist - Bookkeeping
Pay$57000.00 - $62000.00 / year
LocationTroy/Michigan
Employment typeFull-Time
This job is now closed
Job Description
- Req#: E809BCF662
Employer Industry: Small Business Funding
Why Consider this Job Opportunity:
- Salary up to $62,000 annually
- Opportunity for career advancement and growth within the organization
- Work remotely in select states across the US
- Comprehensive health coverage and competitive salary
- Autonomy within your work structure with company-provided equipment
- Be part of an award-winning culture with inclusive work environment
What to Expect (Job Responsibilities):
- Lead communication process with clients, answering technical accounting, product, pricing, and process questions
- Manage and prevent client escalations, guiding clients through product changes and resolutions
- Prepare and explain add-on billing charges, process client terminations
- Deliver high-quality bookkeeping and tax services to a portfolio of clients in multiple industries
- Advise on client communication and best practices
What is Required (Qualifications):
- Must be 18 years of age or older
- Bachelor's degree in Business, Accounting, or Finance or equivalent experience required
- 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):
- Skills in problem-solving, process improvement, critical thinking, prioritization
- Ability to work in an autonomous environment as a self-directed, independent worker
- Ability to create an inclusive workplace where everyone feels a sense of belonging
- Must pass a background check and meet work from home requirements
- Complete continuing education based upon current certifications
#SmallBusinessFunding #RemoteWork #CareerGrowth #CompetitivePay #InclusiveWorkEnvironment
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