Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $62,000 annually
- Opportunity for career advancement with over 20% of employees promoted in the last three years
- Comprehensive health coverage with a free premium option and a generous 401k match
- Flexible work arrangements with the ability to work from home and company-provided equipment
- Supportive and inclusive workplace culture emphasizing employee empowerment
- Paid Time Off of 3 weeks and 11 paid holidays

What to Expect (Job Responsibilities):
- Lead communications with clients, addressing complex accounting, product, pricing, and procedural inquiries
- Manage client escalations through exceptional customer service and problem-solving techniques
- Guide clients through service changes, ensuring clear communication of resolutions
- Prepare and clarify billing charges for additional services and process client termination requests efficiently
- Deliver high-quality bookkeeping and tax services to a diverse portfolio of clients

What is Required (Qualifications):
- Must be 18 years of age or older
- Bachelor's degree in Business, Accounting, or Finance or equivalent experience
- Proficient knowledge of QuickBooks Online (QBO); certification is highly desired
- Minimum of 3 years of progressive bookkeeping experience in a multi-client environment
- Minimum of 3 years of client servicing experience managing complex tasks for small business owners

How to Stand Out (Preferred Qualifications):
- Strong understanding of small business accounting and tax services
- Excellent verbal (phone) and written communication skills with the ability to adapt to your audience
- Proficient in Microsoft Office Suite including Excel, Outlook, and Teams
- Demonstrated problem-solving, process improvement, critical thinking, and prioritization skills

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