Client Relations Specialist

Job Summary

A company is looking for a Client Relations Specialist to serve as the primary point of contact for clients in the Bookkeeping and Tax Services department.

Key Responsibilities

• Lead onboarding meetings and guide clients through service setup and expectations
• Educate clients on accounting best practices and manage technical setups
• Proactively manage client workflows and collaborate with internal teams to improve processes

Required Qualifications

• Must be 18 years of age
• 3+ years of client service experience handling complex requests
• 1-3 years of bookkeeping experience in a multi-client environment
• Robust understanding of small business accounting and tax services
• Proficiency in QuickBooks Online (certification preferred)