Bookkeeping Relations Specialist

4 days ago


Kansas City, Missouri, United States Guidant Financial Full time
Job Description

Guidant Financial is seeking a highly skilled and motivated Client Relations Specialist to join our team.

The ideal candidate will have a strong background in bookkeeping and tax services, with excellent communication and problem-solving skills.

This is a fully remote opportunity, allowing you to work from the comfort of your own home.

The salary for this position is between $57,000 - $62,000 annually.

As a Client Relations Specialist, you will be responsible for:

  • Leading communication with clients, triaging and answering technical accounting, product, pricing, and process questions
  • Managing and preventing client escalations, leveraging customer services and problem-solving skills with technical and product knowledge
  • Effectively guiding clients through product changes (upgrades or downgrades in service offerings) and following up on resolutions
  • Preparing and explaining add-on billing charges
  • Processing client terminations
  • Delivering high-quality bookkeeping and tax services to a portfolio of clients of different sizes in multiple industries
  • Understanding client business models to support with products, processes, and client relations
  • Advising on client communication and best practices

Additional Functions:

  • Support Maintenance, onboarding, and tax teams with phones or email, as needed
  • Contribute to department and team projects
  • Perform other duties as required

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
  • Understands small business accounting and tax services
  • Superior verbal (phone) and written communicator who knows how read their audience
  • Excellent working knowledge of Microsoft suite including Excel, Outlook, and Teams
  • Skills in problem solving, process improvement, critical thinking, prioritization
  • Ability to work in an autonomous environment where you can be a self-directed, independent worker
  • Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen

Other Requirements:

  • Must pass a background check
  • Must meet work from home requirements to qualify
  • Complete continuing education based upon current certifications

Benefits:

  • Our People are Key to Success: Work with a team of smart, creative, fun, and highly motivated people
  • When You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders
  • Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave, and a generous 401k match
  • Flexible Work Arrangements: Work from the enjoyment of your home office
  • Awesome Culture: Be part of Guidant's award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events
  • Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported


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