Client Relations Specialist (Bookkeeping)

Wiraa; United States; Remote; USD 45,000 - 75,000; Full time

Job summary

Join an innovative company dedicated to empowering entrepreneurs. As a Client Relations Specialist, you'll manage client communications and workflows while delivering exceptional bookkeeping and tax services. This fully remote role offers a chance to support small business owners in navigating their financial needs, ensuring high-quality service delivery. With a focus on growth and innovation, you'll thrive in an inclusive environment that values your contributions. Enjoy comprehensive benefits, ongoing training, and a flexible work setup that fosters your professional development.

Benefits

Comprehensive health coverage

Competitive salary

Paid parental leave

Generous 401k match

Three weeks of Paid Time Off (PTO)

Flexible work arrangements

Ongoing training and career development

Inclusive work environment

Qualifications

• 3+ years of bookkeeping experience in a multi-client environment.
• Proficient in QuickBooks Online and small business accounting.

Responsibilities

• Lead client communication and manage client escalations.
• Deliver high-quality bookkeeping and tax services.

Skills

Client Communication

Problem Solving

Bookkeeping

Customer Service

Microsoft Office

QuickBooks Online

Education

Bachelor's degree in Business, Accounting, or Finance

Tools

QuickBooks Online

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Job description

Client Relations Specialist (Bookkeeping)

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

About The Company
Guidant Financial is on a mission to help entrepreneurs across the country realize their dreams of building their own companies. With over $5 billion in funding deployed, we have assisted in launching over 20,000 businesses and have created nearly 100,000 jobs. We provide innovative funding solutions and cutting-edge technology to support entrepreneurs as they start and grow their businesses. At Guidant, we empower our employees to make an impact, both in their careers and for our clients, in an environment that fosters growth, innovation, and connection.

About The Role
Guidant Financial is looking for a Client Relations Specialist to join the Bookkeeping and Tax Services department. This fully remote position will be responsible for managing client communications, department workflows, and processing various tasks. With moderate autonomy, you will support clients by addressing their questions and concerns, guiding them through product changes, and ensuring high-quality service delivery. You will help small business owners navigate their bookkeeping and tax needs while maintaining strong relationships and providing excellent customer service.

Responsibilities

• Lead client communication, addressing technical accounting, product, pricing, and process questions.
• Manage and prevent client escalations, utilizing customer service and problem-solving skills.
• Guide clients through product changes, including upgrades or downgrades in service offerings.
• Prepare and explain add-on billing charges and process client terminations.
• Deliver high-quality bookkeeping and tax services to a diverse portfolio of clients.
• Understand client business models to support with product recommendations, processes, and client relations.
• Advise on client communication best practices and contribute to team projects.

Qualifications

• 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 handling tasks of various complexity for small business owners.
• Proficiency in QuickBooks Online (QBO); certification is highly desired.
• Knowledge of small business accounting and tax services.
• Excellent verbal and written communication skills, with the ability to tailor communication to different audiences.
• Strong working knowledge of Microsoft Office, including Excel, Outlook, and Teams.
• Ability to work autonomously and independently in a remote work environment.
• Strong problem-solving, process improvement, and prioritization skills.
• Ability to create an inclusive and supportive workplace where all employees feel valued.

Benefits

• Comprehensive health coverage, including a free premium option.
• Competitive salary, paid parental leave, and a generous 401k match.
• Three weeks of Paid Time Off (PTO) and 11 Paid Holidays.
• Flexible work arrangements with a remote office setup.
• Ongoing training, career development, and opportunities for promotion (over 20% of the organization has been promoted in the last three years).
• Access to an award-winning culture, including company events and senior leader connections.
• Inclusive work environment that values equity and gives employees a voice.

Equal Opportunity
Guidant Financial is an Equal Opportunity Employer. We are committed to creating an inclusive work environment where all employees feel supported and empowered. We encourage individuals of all backgrounds to apply and thrive within our team.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Customer Service

Industries

• Technology, Information and Internet