Client Relations Specialist - Bookkeeping

Guidant Financial; BLOOMINGTON (MN); Remote; USD 57,000 - 62,000; Full time

Job summary

A growing and stable company is seeking a remote Client Relations Specialist to support bookkeeping and tax services. The role involves client communication, problem-solving, and delivering high-quality services to a diverse portfolio. Ideal candidates will have a Bachelor's degree in Business, Accounting, or Finance, along with relevant experience. The company offers comprehensive health benefits, ongoing training, and flexible work arrangements.

Benefits

Comprehensive health benefits

Paid parental leave

401(k) match

Paid Time Off of 3 weeks and 11 holidays

Flexible work arrangements

Ongoing training and career development

Qualifications

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

Responsibilities

• Lead communication with clients and answer technical questions.
• Deliver high-quality bookkeeping and tax services.
• Guide clients through product changes.

Skills

Problem-Solving

Critical Thinking

Communication

Process Improvement

Education

Bachelor's degree in Business

Bachelor's degree in Accounting

Bachelor's degree in Finance

Tools

QuickBooks Online

Microsoft Office Suite

Job description

Client Relations Specialist - Bookkeeping

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO.

The wage for this position is between $57,000 - $62,000 annually.

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs in the economy. We deliver innovative funding solutions and build the latest technology to support entrepreneurs in starting and growing their small businesses. Our purpose extends beyond supporting entrepreneurs — we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.

Our Values

• Adaptability: Change isn't scary. You embrace opportunities to adapt and bring others along.
• Connection: Connection is important. You lift others up because when they grow, you grow.
• Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.

The Role

Guidant Financial is currently looking for a remote Client Relations Specialist. With moderate autonomy, this role supports the Bookkeeping and Tax Services department by coordinating client communications, workflows, and processing responsibilities.

What You'll Be Doing

• Lead communication with clients, triaging and answering technical accounting, product, pricing, and process questions.
• Manage and prevent client escalations using customer service and problem-solving skills.
• Guide clients through product changes and follow up on resolutions.
• Prepare and explain add-on billing charges.
• Process client terminations.
• Deliver high-quality bookkeeping and tax services to a diverse portfolio of clients.
• Understand client business models to support products, processes, and relations.
• Advise on client communication and best practices.

Additional Functions

• Support maintenance, onboarding, and tax teams via phone or email as needed.
• Contribute to department and team projects.
• Perform other duties as required.

Requirements

• Must be 18 years or older.
• Bachelor's degree in Business, Accounting, or Finance or equivalent experience.
• Proficient in QuickBooks Online; certification highly desired.
• At least 3 years of progressive bookkeeping experience in a multi-client environment.
• 3 years of client servicing experience handling tasks of various complexity for small business owners.
• Understanding of small business accounting and tax services.
• Excellent verbal and written communication skills.
• Strong knowledge of Microsoft Office Suite, including Excel, Outlook, and Teams.
• Skills in problem-solving, process improvement, critical thinking, and prioritization.
• Ability to work independently in an autonomous environment.
• Commitment to creating an inclusive workplace that fosters belonging.

Other Requirements

• Pass a background check.
• Meet work-from-home requirements, including a dedicated workspace and high-speed internet.
• Complete ongoing education based on current certifications.

Benefits

• Work with a talented, motivated team.
• Ongoing training, career development, and promotion opportunities.
• Comprehensive health benefits, paid parental leave, and a 401(k) match.
• Paid Time Off of 3 weeks and 11 holidays.
• Flexible work arrangements with company-provided equipment.
• Inclusive culture with opportunities for engagement and connection.

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO.

The wage for this position is between $57,000 - $62,000 annually.