Onboarding Assistant – Accounting

Posted 93ds ago

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Job Description

Assistente de Onboarding role integrating clients for an innovative accounting firm in Brazil. Managing client communications and ensuring efficient company opening processes.

Responsibilities:

  • Provide customer support via communication platforms such as WhatsApp and other internal tools;
  • Analyze and verify data required for company incorporation processes;
  • Manage and maintain the client portfolio, ensuring active and organized follow-up;
  • Perform activity analysis (CNAE) to correctly classify the business;
  • Assess and determine the appropriate taxation regime in accordance with current legislation;
  • Make phone calls when necessary using systems such as Callix to provide support and clarify doubts.

Requirements:

  • Use of tools such as Google Sheets, forms, and search tools;
  • Knowledge of company incorporation procedures;
  • Proficiency with Microsoft Office suite;
  • Task management;
  • Basic knowledge of tax accounting;
  • Technical customer support;
  • Familiarity with communication tools (e.g., ChatGuru).
  • Education:
  • Undergraduate degree in Accounting, Business Administration, or related fields (in progress).

Benefits:

  • 💚 Caju Benefits Card – R$700 monthly for you to use as you wish, not deducted from payroll and maintained during vacation;
  • 💚 Unimed Health Plan – 100% paid by Contajá, with cost-sharing only upon use. For dependents (spouses — heterosexual or same-sex couples, and children), the cost is 100% borne by the employee;
  • 🥳 Birthday Day Off – your day, your way!
  • 🏋️ Wellhub (Gympass) – access to gyms and wellness platforms;
  • 💆 Telepsychology – up to 2 free sessions per month;
  • 🍉 Tele-nutrition – up to 2 free sessions per month;
  • 🤗 15% discount on laboratory tests at the Dasa network;
  • 🤗 30% discount on generic medications at Pague Menos and 20% on brand-name medications;
  • 📝 Partnership with Estácio – invest in your academic development;
  • 🚀 ImpulsoJá Career Plan – more than a career plan, it’s your springboard to success! Learn how to progress between levels, reach targets, and achieve your professional goals;
  • 🎮 Gamification – earn virtual coins along your journey and redeem them for prizes such as a Kindle, tickets to industry events, exclusive gifts, and more.