Client Relations Specialist

A company is looking for a Client Relations Specialist - Bookkeeping and Tax.Key ResponsibilitiesLead communications with clients, addressing inquiries related to accounting, products, pricing, and proceduresManage client escalations and guide clients through service changes while ensuring clear communicationDeliver high-quality bookkeeping and tax services while understanding client business models to enhance supportRequired QualificationsBachelor's degree in Business, Accounting, or Finance, or equivalent experienceProficient knowledge of QuickBooks Online (QBO); certification is highly desired3 years of progressive bookkeeping experience in a multi-client environment3 years of client servicing experience managing complex tasks for small business ownersStrong understanding of small business accounting and tax services