Client Relations Specialist

Client Relations Specialist role involves guiding clients through onboarding and supporting them throughout their journey. The role requires 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

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