Client Relations Specialist
A company is looking for a Client Relations Specialist - Bookkeeping. Key Responsibilities Lead communication process with clients and address technical accounting inquiries Manage client escalations and guide clients through product changes Deliver high-quality bookkeeping and tax services to a diverse client portfolio Required Qualifications Bachelor's degree in Business, Accounting, or Finance or equivalent experience Proficient knowledge of QuickBooks Online (QBO) and certification highly desired 3 years of progressive bookkeeping experience in a multi-client environment 3 years of client servicing experience with small business owners Understanding of small business accounting and tax services
A company is looking for a Client Relations Specialist - Bookkeeping.
Key Responsibilities
Lead communication process with clients and address technical accounting inquiries
Manage client escalations and guide clients through product changes
Deliver high-quality bookkeeping and tax services to a diverse client portfolio
Required Qualifications
Bachelor's degree in Business, Accounting, or Finance or equivalent experience
Proficient knowledge of QuickBooks Online (QBO) and certification highly desired
3 years of progressive bookkeeping experience in a multi-client environment
3 years of client servicing experience with small business owners
Understanding of small business accounting and tax services
