Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; Surprise (AZ); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health coverage

Paid parental leave

401k match

3 weeks of Paid Time Off

Flexible work arrangements

Opportunities for career development

Job summary

A reputable financial services company is seeking a remote Bookkeeping Relations Specialist to guide clients in their bookkeeping and tax services. This role involves leading onboarding meetings, supporting technical setups, and managing multiple client communications to ensure smooth experiences. Ideal candidates should have client service and bookkeeping experience, proficiency in QuickBooks Online, and excellent communication skills. This is a fully remote position offering a competitive salary and benefits.

Qualifications

• Must be 18 years of age.
• Strong client service history required.
• Bookkeeping experience in a multi-client environment is preferred.

Responsibilities

• Lead onboarding meetings for clients.
• Educate clients on accounting best practices.
• Manage client communications and support technical setups.

Skills

Client service experience

Accounting knowledge

Communication skills

Organizational skills

Problem-solving skills

Education

3+ years client service experience

1-3 years bookkeeping experience

Proficiency in QuickBooks Online

Tools

QuickBooks Online

Microsoft Office tools

Job description

A reputable financial services company is seeking a remote Bookkeeping Relations Specialist to guide clients in their bookkeeping and tax services. This role involves leading onboarding meetings, supporting technical setups, and managing multiple client communications to ensure smooth experiences. Ideal candidates should have client service and bookkeeping experience, proficiency in QuickBooks Online, and excellent communication skills. This is a fully remote position offering a competitive salary and benefits.