Client Service Representative

Bestax-Chartered-Accountants; Mississauga; On-site; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Base salary with incentive structure

Personal and professional growth

Continuous learning

Collaborative and dynamic environment

Direct impact on entrepreneurs and SMB

Job summary

Bestax Chartered Accountants in Mississauga, Canada, seeks a Client Services & Sales Consultant to manage Canadian client inquiries and promote accounting, tax, and business advisory services. You will coordinate with our Dubai team for cross-border projects, present proposals, and support onboarding with our Canadian tax and accounting teams.

You will engage clients, conduct consultations, and drive growth through effective relationship management and service delivery across Canada.

Qualifications

• Experience in customer service and/or sales within professional services is preferred.
• Ability to articulate complex service offerings and value propositions.
• Strong communication, listening and relationship-building skills.

Responsibilities

• Respond promptly to inbound inquiries via phone, email, and CRM platforms.
• Conduct consultation calls to assess client needs and suggest appropriate service structures.
• Prepare and present proposals, pricing, and service agreements to clients.
• Coordinate with internalCanadian tax & accounting teams for onboarding and delivery of services.
• Manage cross-border service requests by coordinating with the Dubai team for UAE-related solutions.
• Maintain accurate CRM records, follow-ups, and client documentation.
• Promote additional services including monthly accounting, tax filing, and business advisory.

Skills

Customer service

Sales experience

Consultative selling

CRM systems

English communication

Tools

CRM systems

Job description

Bestax Chartered Accountants | Full time

Client Service Representative

Bestax Chartered Accountants is a team of dedicated, and qualified public accountants, located at the heart of Dubai, Business Bay and offers numerous services such as VAT, Corporate Tax & Excise Consultancy, Accounting & Bookkeeping Services, Audit & Assurance services, Internal Audits, Software Solutions, Business Setup Services, ESR, UBO and AML Compliance and other financial and business consultancy services.

Job Description

We are seeking a confident, ambitious, and client-focused Client Services & Sales Consultant to join our team in Mississauga, Canada. The primary focus of this role is to manage Canadian client inquiries, assist with company formation and compliance in Canada, and promote accounting, tax, and business advisory services offered by our Canadian firm.

You will also support clients interested in establishing businesses in Dubai and other jurisdictions by coordinating with our Dubai operations team.

Key Responsibilities

Respond promptly to inbound inquiries via phone, email, and CRM platforms.

Conduct consultation calls to assess client needs and recommend the right business setup structure

Prepare and present proposals, pricing, and service agreements to clients.

Coordinate with our internal Canadian tax & accounting teams for onboarding and service delivery.

Manage cross-border service requests by working closely with our Dubai team when clients require UAE business setup solutions.

Maintain accurate CRM records, follow-ups, and client documentation.

Promote additional services including:

Monthly accounting & bookkeeping

Tax filing and compliance

Business advisory & digital solutions

Support sales initiatives, networking activities, and key partnership opportunities in Canada.

Ensure proper handover of clients to operations teams and maintain high-quality service throughout.

Generate periodic sales and pipeline reports for management.

Requirements

Customer service, business setup, accounting firm or sales experience in Canada is a strong advantage.

Excellent English communication skills — both written and verbal.

Strong confidence in client communication and consultative selling.

Organized, proactive, and able to manage multiple tasks efficiently.

Knowledge or background in accounting/tax/CRM systems is an asset.

• A competitive base salary along with an excitingincentive structure.
  
• Opportunities for personal and professionalgrowth.
  
• Continuous learning and development.
  
• Collaborative, diverse, and dynamic workenvironment.
  
• Direct impact on entrepreneurs, startups, andmultinational corporations.