Remote Bookkeeping & Client Onboarding Specialist

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

Benefits offered by this job

Comprehensive health coverage

401k match

Paid parental leave

Generous Paid Time Off

Flexible work arrangements

Career development opportunities

Job summary

A leading financial services company is seeking a Bookkeeping Relations Specialist to guide clients through onboarding in accounting and tax services. The role requires excellent client communication, organizational skills, and the ability to handle multiple clients simultaneously. Ideal candidates will have a solid background in bookkeeping and familiarity with QuickBooks Online. This fully remote position allows for flexible work arrangements and offers a competitive salary alongside comprehensive benefits.

Qualifications

• Must be 18 years of age.
• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience, preferably in a multi-client environment.
• Robust understanding of small business accounting and tax services.
• Excellent communication skills, both written and verbal.
• Critical thinking and attention to detail.

Responsibilities

• Lead onboarding meetings and guide clients through service setup.
• Educate clients on accounting best practices.
• Manage client communications and address questions.
• Proactively manage client workflows to ensure smooth onboarding.
• Collaborate with internal teams to meet client needs.

Skills

Client service experience

Communication skills

Problem-solving

Organizational skills

Attention to detail

Education

Bookkeeping experience

Proficiency in QuickBooks Online

Microsoft Office tools proficiency

Tools

QuickBooks Online

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Job description

A leading financial services company is seeking a Bookkeeping Relations Specialist to guide clients through onboarding in accounting and tax services. The role requires excellent client communication, organizational skills, and the ability to handle multiple clients simultaneously. Ideal candidates will have a solid background in bookkeeping and familiarity with QuickBooks Online. This fully remote position allows for flexible work arrangements and offers a competitive salary alongside comprehensive benefits.