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Bookkeeping Relations Specialist
Guidant Financial Group - Mesquite, TX
posted 4 months ago
About the position
The Bookkeeping Relations Specialist is a remote role focused on supporting the Bookkeeping and Tax Services department by managing client communications, workflows, and processing responsibilities. This position aims to enhance client satisfaction and ensure high-quality service delivery to a diverse portfolio of clients across various industries. The role emphasizes adaptability, connection, and excellence in service, aligning with the company's mission to empower entrepreneurs and support their business growth.
Responsibilities
- Lead communication process with clients, addressing technical accounting, product, pricing, and process questions.
- Manage and prevent client escalations using customer service and problem-solving skills.
- Guide clients through product changes and follow up on resolutions.
- Prepare and explain add-on billing charges to clients.
- Process client terminations efficiently.
- Deliver high-quality bookkeeping and tax services to a portfolio of clients.
- Understand client business models to provide tailored support and advice.
- Advise on client communication and best practices.
Requirements
- Must be 18 years of age or older.
- Bachelor's degree in Business, Accounting, or Finance or equivalent experience required.
- Proficient knowledge of QuickBooks Online (QBO)/Certification highly desired.
- 3 years of progressive bookkeeping experience in a multi-client environment.
- 3 years of client servicing experience handling tasks of various complexity for small business owners.
- Understanding of small business accounting and tax services.
- Superior verbal and written communication skills.
- Excellent working knowledge of Microsoft suite including Excel, Outlook, and Teams.
- Skills in problem solving, process improvement, critical thinking, and prioritization.
- Ability to work autonomously in a self-directed environment.
- Ability to create an inclusive workplace.
Benefits
- Comprehensive health coverage with free premium option.
- Competitive salary and paid parental leave.
- Generous 401k match.
- Paid Time Off of 3 weeks and 11 Paid Holidays.
- Flexible work arrangements with company-provided equipment.
- Ongoing training and career pathing opportunities.
- Supportive and empowering company culture.
