Client Relations Specialist

This is a fantastic opportunity to work from the comfort of your own home as a Client Relations Specialist. You will guide clients through onboarding and support them throughout their journey, leading meetings, coordinating workflows, and helping them understand accounting best practices and software. The annual salary for this position is $60,000.

Requirements

• Must be 18 years of age
• 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
• 11 Paid Holidays