Remote Bookkeeping Client Relations Specialist | WFH

Client Relations Specialist - Bookkeeping - Remote | WFH

Job Overview

Become an integral part of our esteemed team dedicated to supporting the entrepreneurial community and the broader economy. We are in search of a dedicated and proficient Client Relations Specialist to join our fully remote workforce. This position offers the flexibility to work from home in select states, including AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, and MO.

Key Responsibilities

• Spearhead the client communication process, effectively responding to inquiries related to technical accounting, product offerings, pricing, and procedural matters.
• Utilize superior customer service and problem-solving abilities to manage and mitigate client escalations.
• Facilitate clients through product transitions and ensure timely follow-ups on resolutions.
• Prepare and elucidate additional billing charges, ensuring transparency in client transactions.
• Coordinate the process of client terminations when necessary.
• Deliver exceptional bookkeeping and tax services to a diverse clientele.
• Gain insights into client business models to provide customized support and advice.
• Offer guidance on best practices for client communication.
  
  

Required Skills

• Proficient in QuickBooks Online (QBO), with certification being a valuable asset.
• Exceptional verbal and written communication skills.
• Advanced knowledge of the Microsoft suite, including Excel, Outlook, and Teams.
• Strong analytical, problem-solving, and critical thinking capabilities.
• Ability to prioritize tasks effectively while maintaining a high level of service quality.
• Capacity to work autonomously in a remote environment.
• Commitment to fostering an inclusive and welcoming workplace that promotes belonging.
  
  

Qualifications

• Candidates must be at least 18 years old.
• A Bachelor's degree in Business, Accounting, Finance, or a related field, or equivalent professional experience.
• Minimum of 3 years of progressive bookkeeping experience within a multi-client context.
• At least 3 years of client service experience managing diverse tasks for small business owners.
• Comprehensive understanding of small business accounting and tax services.
  
  

Career Growth Opportunities

We are committed to nurturing your professional development through continuous learning, career pathing, and the support of our leadership team, empowering you to advance your career within our organization.

Company Culture And Values

Our organization prides itself on fostering a culture built on creativity, collaboration, and inclusivity. As part of our team, you will collaborate with intelligent, innovative, and motivated individuals who value each other's contributions and champion an empowering workplace.

Compensation And Benefits

• Competitive salary range between \(57,000 - \)62,000 annually.
• Comprehensive health benefits and paid parental leave.
• Generous 401k matching program.
• Flexible work arrangements, allowing you to thrive in a home office setting.
• Opportunities to engage with senior leadership and participate in company events that enhance your professional network.
• A supportive and award-winning company culture focused on equity and inclusion.
  
  

If you are ready to contribute to a team dedicated to empowering entrepreneurs and small businesses, we invite you to apply today!

Employment Type: Full-Time