This is a fantastic opportunity to work from the comfort of your own home as a Client Relations Specialist. The role requires guiding clients through onboarding and supporting them throughout their journey. The position blends customer experience, accounting knowledge, and operational coordination, requiring clear communication, attention to detail, and the ability to manage multiple clients at once.
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
- Competitive salary
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays
