Client Representative BookkeepingEnrollment Specialist

TAYLOR TAX STRATEGY; Louisville (KY); Remote; USD 50,000; Full time

Job summary

An established industry player is seeking a Client Representative to join their dynamic team. This remote position offers the opportunity to connect with clients, ensuring their bookkeeping and tax needs are met with excellence. You'll play a crucial role in onboarding clients, coordinating with internal teams, and providing exceptional service. With a focus on real estate investors and small business owners, this role is perfect for someone passionate about accounting and client relations. Join a supportive environment that values initiative and hard work while enjoying benefits such as 401(k) matching and opportunities for advancement.

Benefits

401(k) matching

Employee discounts

Opportunity for advancement

Paid time off

Qualifications

• Minimum 3 years of QuickBooks experience required.
• Proven accounting and bookkeeping experience essential.
• Strong understanding of accounting principles and financial reporting.

Responsibilities

• Build and maintain strong client relationships for bookkeeping and tax services.
• Coordinate with internal teams to ensure timely service delivery.
• Review financial records and assist clients with QuickBooks setup.

Skills

QuickBooks

Real estate accounting

Accounting principles

Data entry

Customer service orientation

Communication skills

Organizational skills

Attention to detail

Education

High school diploma

Associate’s degree in accounting

Tools

MS Office

CRM software

Asana

Job description

Benefits:

401(k)

401(k) matching

Employee discounts

Opportunity for advancement

Paid time off

Position: Client Representative

Company: Taylor Tax Strategy

Location: Remote

Position Type: Full-time with the exception of first 2-4 weeks of training, 20-25 hours weekly; then 40 hours per week.

Compensation:

$24/hr while training; $49,920 salary upon full time hours

401k eligibility after 3 months of employment

Paid Time Off

Paid Time Service

About Us:

Taylor Tax Strategy is a rapidly growing accounting firm committed to providing exceptional accounting services to our clients. We specialize in Tax Strategy for Real Estate Investors and Small Business Owners. We pride ourselves on our dedication to excellence, integrity, and client satisfaction. At Taylor Tax Strategy, we value initiative, hard work, giving back to the community, and fostering a fun and supportive work environment.

Client Representative

A client representative is responsible for building and maintaining strong relationships with clients by serving as their primary liaison for all bookkeeping and tax-related services. This role involves onboarding and meeting with clients to assess their financial records, coordinate the preparation and delivery of financial statements and tax returns, and communicate client needs to internal accounting teams. The client representative ensures that client expectations are clearly understood, properly managed, and fully met, while also identifying opportunities for process improvements or additional services.

Client Representative Responsibilities

Meet regularly with clients to review their bookkeeping and tax needs.

Serve as the main contact for assigned clients, ensuring their bookkeeping needs are clearly understood and met.

Coordinate with internal accountants, bookkeepers, and tax professionals to ensure timely delivery of services.

Monitor deadlines for monthly reporting and annual tax returns.

Assist clients with implementation of advised tax strategies.

Review financial records for completeness and flag issues to relevant team members.

Maintain clear and professional communication with clients via email, phone, and meetings.

Serve as a liaison to resolve client inquiries, concerns, or document requests.

Maintain up-to-date records in CRM or project management tools.

Assist with Corvee and Asana

Identify and suggest opportunities for clients to streamline bookkeeping or improve financial processes.

Accountable for the bookkeeping process and books up to date for tax strategist meetings.

Work with a tax strategist.

Understand tax strategy folder.

Assist clients with QuickBooks Online setup, training, and troubleshooting

Ability to help understand and clean up client accounts during onboarding

Assist enrolling clients and setting up bank accounts

Ability to navigate complex technical issues & assist with tech related needs during enrollment of new clients

Collaborating with Senior Management

Participate in regular meetings with senior management (e.g., Bookkeeping Manager or CAO) to review financial performance, provide updates, and discuss key financial issues or concerns.

Collaborate with other departments to gather and verify financial information.

Core Bookkeeper Responsibilities

Review P&L and Balance Sheet statements, identify errors, trace discrepancies to their source, and make the necessary corrections.

Review monthly financial reports, including Profit & Loss and Balance Sheet statements, and make corrections or delegate them to the Junior Bookkeeper for correction.

Reading and interpreting the client Proforma.

Match deposits or payments.

Manage 1099 reporting and compliance requirements

Communicate with clients in CRM

Train Junior Bookkeeper(s) on your clients' books.

Provide regular feedback to Junior Bookkeepers, helping them to improve and grow in their roles.

Record and categorize financial transactions, including purchases, sales, receipts, and payments.

Assist in reconciling bank statements and credit card statements.

Run AMA reports and provide to clients for review; update in QB when client completes

Prepare monthly financial reports, including Profit & Loss and Balance Sheet statements.

Communicate with clients and update information in ASANA.

Perform data entry tasks related to financial records.

Maintain accurate records and timely processing of invoices, payments, receipts, and other financial documentation.

Help maintain filing systems for financial records, ensuring they are organized and easy to access.

Support the bookkeeping team with various bookkeeping duties as needed.

Collaborate with other departments to gather and verify financial information.

Handle other administrative and bookkeeping tasks as assigned.

Update the client timesheet to track time spent on each client accurately.

Update and maintain Key Performance Indicators (KPIs) to track performance and efficiency.

Skills & Qualifications

Minimum of 3 years of current QB experience

Real estate accounting (WIP/Projects)

Proven accounting and bookkeeping experience

Solid understanding of journal entries

Strong understanding of accounting principles and financial reporting.

Proven ability to calculate, post and manage accounting figures and financial records

Data entry skills along with a knack for numbers

Hands-on experience with spreadsheets and proprietary software

Proficiency in English

Proficiency in MS Office

Customer service orientation and negotiation skills

High degree of accuracy and attention to detail

Ability to work independently and meet deadlines

Ability to communicate complex data in a clear way

Exceptional organizational skills

Ability to prioritize projects

Effective oral and written communication skills, including the ability to clearly express thoughts to others and exchange information

Proven ability working in a CRM

Ability to work across multiple software & communication platforms

Education & Experience

High school diploma or equivalent required; an associate’s degree in accounting or related field preferred.

Previous experience as a bookkeeper or in a similar financial role.

This is a remote position.