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 involves guiding clients through onboarding and supporting them throughout their journey, leading client meetings, coordinating workflows, and educating clients on accounting best practices and software. As a fully remote position, the company offers a flexible work arrangement with a competitive salary of $60,000 per year.

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)
• Must pass a background check
• Must meet work from home requirements to qualify
• Complete continuing education based upon current certifications

Benefits

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