Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; Albany (GA); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k match

Paid Time Off and holidays

Ongoing training and development opportunities

Flexible work arrangements

Job summary

A reputable financial company is seeking a Bookkeeping Relations Specialist to act as the primary contact for clients in their Bookkeeping and Tax Services department. This fully remote role requires leading onboarding meetings, educating clients on accounting practices, and managing communications. The ideal candidate should have strong bookkeeping experience, excellent communication skills, and a knack for problem-solving to ensure client satisfaction. Join a dynamic team committed to empowering entrepreneurship and making a meaningful impact in clients' business journeys.

Qualifications

• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience in a multi-client environment preferred.
• Robust understanding of small business accounting and tax services.
• Proficiency in QuickBooks Online; certification preferred.
• Excellent communication skills—both written and verbal.
• Critical thinking, problem-solving, and attention to detail.

Responsibilities

• Lead onboarding meetings and guide clients through service setup.
• Educate clients on accounting best practices and software.
• Manage client communications related to services and pricing.
• Proactively manage client workflows to ensure smooth onboarding.
• Resolve client issues through strong problem-solving.

Skills

Client service experience

Communication skills

Organizational skills

Problem-solving

Attention to detail

Education

High school diploma

Tools

QuickBooks Online

Microsoft Office (Excel, Outlook, Teams)

Job description

A reputable financial company is seeking a Bookkeeping Relations Specialist to act as the primary contact for clients in their Bookkeeping and Tax Services department. This fully remote role requires leading onboarding meetings, educating clients on accounting practices, and managing communications. The ideal candidate should have strong bookkeeping experience, excellent communication skills, and a knack for problem-solving to ensure client satisfaction. Join a dynamic team committed to empowering entrepreneurship and making a meaningful impact in clients' business journeys.