Client Relations Specialist – Fully Remote
What You’ll Do
As a Client Relations Specialist, you’ll serve as the main point of contact for clients navigating bookkeeping and tax services. You’ll lead onboarding sessions, clarify service expectations, and ensure each client feels confident from day one. You’ll explain accounting fundamentals and guide clients through technical setups, including bank integrations, payroll systems, and cloud-based accounting software.
You’ll respond to client inquiries about billing, service changes, and accounting processes, offering clear, accurate guidance. When challenges arise, you’ll troubleshoot efficiently to resolve concerns before escalation. By managing timelines and workflows proactively, you help maintain a smooth client journey.
Collaboration with internal teams ensures client needs are met promptly, while your insights contribute to improving service delivery. You’ll gain exposure to diverse small business models, deepening your understanding of real-world financial operations.
What You Bring
- At least 3 years of client-facing experience managing complex service requests
- 1–3 years of hands-on bookkeeping experience, ideally serving multiple clients
- Solid grasp of small business accounting and tax service workflows
- Strong written and verbal communication skills
- Exceptional organizational ability to juggle multiple clients and deadlines
- Problem-solving mindset with close attention to detail
- Proficiency in Microsoft Excel, Outlook, and Teams
- Familiarity with QuickBooks Online—certification is a plus
- Ability to work independently in a designated home office with reliable high-speed internet
- Willingness to complete ongoing training and meet work-from-home requirements
- Successful completion of a background check
What We Offer
- Fully remote work with support for your home office setup
- Comprehensive health benefits, including a no-premium health plan option
- Generous 401k matching and paid parental leave
- Three weeks of paid time off plus 11 paid holidays
- Ongoing learning and career advancement—over 20% of team members have been promoted in the last three years
- Commitment to inclusion, equity, and employee voice
- Path toward employee ownership through a future ESOP structure
Our Culture
We value adaptability, meaningful connection, and continuous improvement. If you’re curious, resilient, and driven to support others, you’ll thrive here. We foster an environment where feedback matters, growth is expected, and every team member contributes to long-term success.
