Employer Industry: Financial Services

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 with a free premium option, paid parental leave, and a generous 401k match
- Enjoy 3 weeks of Paid Time Off and 11 Paid Holidays
- Be part of an inclusive and empowering workplace culture that values employee voices

What to Expect (Job Responsibilities):
- Lead communication with clients, addressing technical accounting, product, pricing, and process inquiries
- Manage client escalations 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
- Minimum of 3 years of progressive bookkeeping experience in a multi-client environment
- Minimum of 3 years of client servicing experience, particularly with small business owners
- Proficient knowledge of QuickBooks Online (QBO) is highly desired

How to Stand Out (Preferred Qualifications):
- Certification in QuickBooks Online (QBO)
- Superior verbal and written communication skills, with an ability to read the audience
- Excellent working knowledge of Microsoft Office Suite, including Excel, Outlook, and Teams
- Strong problem-solving, process improvement, and critical thinking skills

#FinancialServices #RemoteWork #CareerGrowth #InclusiveCulture #ClientRelations

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.