Bookkeeping Relations Specialist

$57,000 - $62,000/Yr

Guidant Financial Group - Layton, UT

Full-time - Entry Level

Remote - Layton, UT

Professional, Scientific, and Technical Services

About the position

The Bookkeeping Relations Specialist is a remote position focused on supporting the Bookkeeping and Tax Services department by managing client communications, workflows, and processing responsibilities. This role is essential in ensuring high-quality service delivery to clients while helping them navigate product changes and addressing their inquiries effectively.

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 diverse portfolio of clients.
• Understand client business models to enhance product and service support.
• 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) or 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 Office Suite, including Excel, Outlook, and Teams.
• Skills in problem solving, process improvement, critical thinking, and prioritization.
• Ability to work autonomously as a self-directed, independent worker.
• Ability to create an inclusive workplace.

Benefits

• Comprehensive health coverage with a free premium option.
• Competitive salary with a wage range of $57,000 - $62,000 annually.
• Paid parental leave and a 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.
• Inclusive work environment that empowers employees.