Client Relations Specialist

This is a fantastic opportunity to work from the comfort of your own home as a Client Relations Specialist for a reputable and thriving company. The role requires guiding clients through onboarding and supporting them throughout their journey, leading client meetings, and coordinating workflows. The ideal candidate should have 3+ years of client service experience, 1–3 years of bookkeeping experience, and a robust understanding of small business accounting and tax services.

Requirements

• 3+ years of client service experience handling complex requests
• 1–3 years of bookkeeping experience (multi-client environment preferred)
• Robust understanding of small business accounting and tax services
• Proficiency in QuickBooks Online (certification preferred)
• Excellent communication skills—both written and verbal
• Robust organizational skills with the ability to manage multiple clients at once
• Critical thinking, problem-solving, and attention to detail
• Proficiency with Microsoft Office tools (Excel, Outlook, Teams)

Benefits

• Comprehensive health coverage (with a free premium option)
• Competitive salary
• Paid parental leave
• Generous 401k match
• 3 weeks of Paid Time Off
• 11 Paid Holidays