Client Relations Specialist - Bookkeeping

Freddie Mac; Chesapeake (VA); Remote; USD 52,000 - 62,000; Full time

Job summary

A leading financial services company is seeking a dedicated professional to lead client communications and deliver exceptional bookkeeping and tax services. This role offers flexibility, career advancement opportunities, and a supportive work culture. Ideal candidates will have a Bachelor's degree and significant experience in bookkeeping and client servicing.

Benefits

Comprehensive health coverage

Generous 401k match

Paid parental leave

Flexible work arrangements

Qualifications

• 3 years of progressive bookkeeping experience in a multi-client environment.
• 3 years of client servicing experience with small business owners.

Responsibilities

• Lead client communications addressing technical accounting inquiries.
• Manage client escalations using customer service skills.
• Deliver high-quality bookkeeping and tax services.

Skills

Communication

Problem Solving

Critical Thinking

Education

Bachelor's degree in Business, Accounting, Finance

Tools

QuickBooks Online

Microsoft Office Suite

Job description

Employer Industry: Financial Services for Small Businesses

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 with the ability to work from home and autonomy in your work structure
- Comprehensive health coverage, generous 401k match, and paid parental leave
- Supportive and inclusive company culture that values employee voice and connection

What to Expect (Job Responsibilities):
- Lead client communications by addressing technical accounting, product, pricing, and process inquiries
- Manage client escalations using customer service and problem-solving skills
- Guide clients through product changes and ensure follow-up on resolutions
- Prepare and explain add-on billing charges while processing 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, Finance, or equivalent experience
- 3 years of progressive bookkeeping experience in a multi-client environment
- 3 years of client servicing experience with small business owners
- Proficient knowledge of QuickBooks Online (QBO) and excellent communication skills

How to Stand Out (Preferred Qualifications):
- Certification in QuickBooks Online (QBO)
- Strong problem-solving, process improvement, and critical thinking skills
- Experience in small business accounting and tax services
- Familiarity with Microsoft Office Suite, including Excel, Outlook, and Teams
- Ability to create an inclusive workplace environment

#FinancialServices #RemoteWork #CareerGrowth #InclusiveCulture #ClientRelations

"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."