Client Service Representative

Bestax Chartered Accountants; Mississauga; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive base salary

Incentives

Growth opportunities

Learning & development

Collaborative environment

Impactful work

Job summary

Bestax Chartered Accountants in Mississauga, Canada, seeks a confident Client Services & Sales Consultant to manage Canadian client inquiries and promote our accounting, tax, and business advisory services.

You will respond to inquiries, conduct consult calls, prepare proposals and pricing, onboard clients with Canadian tax and accounting teams, and coordinate with our Dubai operations for cross-border needs.

Qualifications

• Customer service or sales experience in Canada is advantageous.
• Excellent English communication skills, both written and verbal.
• Organized, proactive, and able to manage multiple tasks.
• Knowledge of accounting/tax/CRM systems is a plus.

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.

Skills

Customer service

Sales

CRM systems

Communication

Organization

Canada market knowledge

Business setup

Tools

CRM software

Accounting software

Tax software

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.