Client Relations Specialist role involves guiding clients through onboarding, supporting them throughout their journey, and leading client meetings. This 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
- 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)
Benefits
- Comprehensive health coverage (with a free premium option)
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays
