Bookkeeping Relations Specialist
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Job Description
Bookkeeping Relations Specialist supports clients in bookkeeping and tax services. Ensures smooth onboarding and assists clients with their technical and accounting needs in a remote setup.
Responsibilities:
- Lead onboarding meetings and guide clients through their service setup and expectations
- Educate clients on accounting best practices and software (e.g., QuickBooks Online)
- Support technical setup including bank feeds, integrations, payroll imports, and account connections
- Manage client communications, answering questions related to accounting, services, pricing, and processes
- Help clients navigate product changes, including upgrades, downgrades, and billing adjustments
- Proactively manage client workflows and timelines to ensure a smooth onboarding experience
- Resolve client issues and prevent escalations through strong problem-solving and communication
- Collaborate with internal teams to coordinate client needs and improve processes
- Build a strong understanding of small business operations across various industries
Requirements:
- Must be 18 years of age
- 3+ years of client service experience handling complex requests
- 1–3 years of bookkeeping experience (multi-client environment preferred)
- Robust understanding of small business accounting and tax services
- Proficiency in QuickBooks Online (certification preferred)
- Excellent communication skills—both written and verbal
- Robust organizational skills with the ability to manage multiple clients at once
- Critical thinking, problem-solving, and attention to detail
- Proficiency with Microsoft Office tools (Excel, Outlook, Teams)
- Must pass a background check
- Must meet work from home requirements to qualify
- Complete continuing education based upon current certifications
Benefits:
- Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success.
- Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals.
- Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
- Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.
- Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.
- An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
- Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.
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