Client Relations Specialist - Bookkeeping

Freddie Mac; Austin (TX); Remote; USD 52,000 - 62,000; Full time

Job summary

A leading financial services company in Austin is seeking a dedicated professional to manage client communications and deliver high-quality bookkeeping and tax services. The role offers flexible work arrangements, comprehensive health coverage, and significant opportunities for career advancement. Join a supportive team culture that prioritizes work-life balance and professional growth.

Benefits

Flexible work arrangements

Comprehensive health coverage

Generous 401k match

Paid Time Off of 3 weeks

11 Paid Holidays

Qualifications

• At least 3 years of progressive bookkeeping experience.
• At least 3 years of client servicing experience with small business owners.

Responsibilities

• Lead communication processes with clients, addressing technical accounting inquiries.
• Manage client escalations using customer service skills.
• Deliver high-quality bookkeeping and tax services.

Skills

Problem-Solving

Critical Thinking

Education

Bachelor's degree in Business, Accounting, or Finance

Tools

QuickBooks Online

Microsoft Office Suite

Job description

Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $62,000 annually
- Opportunity for career advancement with over 20% of employees promoted into new roles in the last three years
- Flexible work arrangements allowing you to work from home with company-provided equipment
- Comprehensive health coverage, including a free premium option, and a generous 401k match
- Supportive and collaborative team culture with opportunities to connect with senior leaders
- Paid Time Off of 3 weeks and 11 Paid Holidays to ensure work-life balance

What to Expect (Job Responsibilities):
- Lead communication processes with clients, addressing technical accounting and product inquiries
- Manage client escalations by utilizing customer service and problem-solving skills
- Guide clients through product changes and follow up on resolutions
- Prepare and explain add-on billing charges and process client terminations
- Deliver high-quality bookkeeping and tax services to a diverse portfolio of clients

What is Required (Qualifications):
- Must be 18 years of age or older
- Bachelor's degree in Business, Accounting, or Finance or equivalent experience
- At least 3 years of progressive bookkeeping experience in a multi-client environment
- At least 3 years of client servicing experience with small business owners
- Proficient knowledge of QuickBooks Online (QBO) and excellent working knowledge of Microsoft Office Suite

How to Stand Out (Preferred Qualifications):
- Certification in QuickBooks Online (QBO)
- Experience in understanding small business accounting and tax services
- Skills in problem-solving, process improvement, and critical thinking
- Ability to work autonomously in a self-directed environment
- Commitment to creating an inclusive workplace

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