Client Relations Specialist

We are recruiting a Client Relations Specialist to work from the comfort of their own home. The successful candidate will be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting them throughout their journey.

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