Accounting Associate, Digital

EXCO

Soyaux

Sur place

EUR 34 000 - 46 000

Plein temps

14 jours+
Générateur de candidature

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Résumé du poste

Jobtailor is seeking a client onboarding specialist to support new clients adopting our digital tools and electronic invoicing workflows. You will create practical training materials and deliver sessions, acting as the bridge between clients and internal teams to ensure clear communication from day one.

You will identify opportunities to improve onboarding processes and respond to client needs, maintaining hands-on involvement with assigned portfolios to ensure smooth service delivery.

Qualifications

  • Solid foundation in accounting and tax principles.
  • Strong client-service and commercial mindset.
  • Proactive, self-driven and able to work independently.
  • Organized, autonomous and able to manage multiple files.

Responsabilités

  • Support new clients in adopting the firm's digital tools (portal, invoicing software).
  • Guide clients in electronic invoicing processes and dematerialization platform connections.
  • Create tailored educational materials and deliver short trainings.
  • Act as liaison between clients and internal teams to ensure smooth communication.
  • Identify issues, propose improvements, and help optimize onboarding processes.
  • Escalate additional client needs to the designated accountant and manage portfolios.

Connaissances

Client service mindset
Proactive attitude
Autonomy
Organizational skills
Accounting knowledge
Training material creation
Digital tools proficiency
Communication between clients and team

Description du poste

Responsibilities
  • Support new clients in adopting the firm's digital tools: client portal, invoicing software, document uploads, etc.
  • Guide them in implementing their electronic invoicing processes: connecting to the dematerialization platform, uploading invoices, and setting up approval workflows.
  • Create clear, tailored educational materials (how-to sheets, tutorials, step-by-step guides) and deliver short training sessions, internal and/or external.
  • Act as the liaison between clients and internal teams to ensure smooth communication from the outset of the relationship.
  • Identify issues, propose improvements, and contribute to optimizing our client onboarding process.
  • Detect additional client needs and escalate them to the designated chartered accountant.
  • You will be assigned an appropriate client portfolio to maintain hands-on operational involvement in the role.
Requirements
  • You are reliable and committed; you follow through on your commitments.
  • You have a strong client-service and commercial mindset.
  • You are proactive and do not wait to be told what to do.
  • You are able to self-reflect and challenge your own ideas.
  • You are organized, autonomous, and see tasks through to completion.
  • You find solutions and do not get stuck on problems.
  • You have a good understanding of how an accounting firm operates.
  • You have a solid foundation in accounting and tax principles.
  • You are very comfortable with digital tools and able to learn independently.
  • You have knowledge of (or an active interest in) the electronic invoicing reform.
  • You are capable of creating clear educational materials and delivering training.
  • You can manage multiple client files simultaneously.
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