Client Service Representative

VirtueStaff LLC; United States; Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Work From Home

Performance Bonus

Job summary

VirtueStaff is seeking a remote Client Service Representative for a professional accounting and tax services client. You will be the primary contact for clients, handling high-volume calls, emails, and texts, and ensuring accurate routing of tax inquiries to accounting professionals.

Role requires prior experience in professional services, strong organization, and strict discretion with sensitive financial data.

Qualifications

• Prior client service experience in accounting, tax, or financial services is required.
• Hands-on experience using CRM/firm-management platforms such as Karbon, HubSpot, or Salesmsg.
• Proficiency with Google Workspace and MS Office in a professional setting.
• Excellent verbal and written English communication with a professional phone demeanor.
• Strong organizational habits and the ability to manage multiple client priorities.

Responsibilities

• Answer high-volume inbound calls, emails, and texts to assist clients and provide status updates.
• Document all client communications and updates in Karbon, HubSpot, and Salesmsg.
• Route technical accounting, payroll, and tax questions to the appropriate staff.
• Monitor requests and ensure timely follow-up during busy tax deadlines.
• Escalate service issues to managers when necessary while protecting client confidentiality.
• Maintain positive client relationships through proactive updates and clear expectations.

Skills

Empathetic communication

Attention to detail

Multitasking

Professional discretion

Tools

Karbon

HubSpot

Salesmsg

Google Workspace

Microsoft Office

Job description

VirtueStaff is seeking an empathetic and detail-oriented Client Service Representative on behalf of our client, a professional accounting and tax services firm. In this full-time role, you will act as the primary point of contact for clients, managing high-volume incoming phone calls, emails, and SMS communications. Utilizing platforms such as Karbon, HubSpot, and Salesmsg, you will provide prompt status updates, document client interactions, and ensure technical tax inquiries are accurately routed to the appropriate accounting professionals. This position requires prior experience supporting professional services, strong organizational discipline, and strict discretion when handling sensitive financial data.

Responsibilities

• Answer incoming phone calls, emails, and text messages promptly to assist clients with service inquiries and request status updates.
• Document all client communications, task updates, and account notes accurately within Karbon, HubSpot, and Salesmsg.
• Route complex accounting, payroll, and tax technical questions to designated staff members or accounting leads.
• Monitor open client requests, track follow-up tasks, and ensure no communication falls through the cracks during busy tax deadlines.
• Identify potential service breakdowns, client concerns, or communication delays and escalat them to firm managers when necessary.
• Safeguard client confidentiality and handle sensitive financial and tax records with strict professionalism.
• Maintain positive client relationships through proactive updates, empathetic listening, clear expectations, and reliable follow-through.
• Collaborate with internal tax, bookkeeping, and accounting teams to ensure smooth service delivery and workflow efficiency.

• Prior client service, customer support, or account coordination experience within an accounting, tax, or financial services environment is required.
• Demonstrated hands-on experience using firm management and CRM platforms such as Karbon, HubSpot, or Salesmsg.
• Proficiency in Google Workspace, Microsoft Office, and business phone, text, and email communication software.
• Excellent verbal and written English communication skills with a professional and empathetic phone demeanor.
• Strong organizational habits, high attention to detail, and the ability to manage multiple client priorities simultaneously.
• Sound professional judgment regarding when to resolve client issues independently versus escalating them to senior tax staff.

• Work From Home
• Performance Bonus