Client Relations Specialist - Bookkeeping and Tax

Guidant Financial Group • Bossier City, LA

309d • $57,000 - $62,000 • Remote

About The Position

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO. The wage for this position is between $57,000 - $62,000 annually. Are you passionate about helping entrepreneurs bring their business dreams to life? At Guidant Financial, we pride ourselves on increasing the success rate of small businesses across the nation. Our dynamic team has successfully funded over $5 billion, aiding in the launch of more than 20,000 businesses and contributing nearly 100,000 jobs to the economy. Our mission extends beyond just funding; we aim to empower our employees as much as we empower our clients.

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 is highly desired.
• 3 years of progressive bookkeeping experience in a multi-client environment.
• 3 years of client servicing experience managing complex tasks for small business owners.
• 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.
• Ability to work independently and thrive in a self-directed, remote environment.
• Commitment to fostering an inclusive workplace where all employees feel empowered to voice their ideas and questions.

Responsibilities

• Lead communications with clients, addressing complex accounting, product, pricing, and procedural inquiries.
• Manage client escalations through exceptional customer service and problem-solving techniques, combined with technical product knowledge.
• Guide clients through service changes, ensuring clear communication of resolutions.
• Prepare and clarify billing charges for additional services.
• Process client termination requests efficiently.
• Deliver high-quality bookkeeping and tax services to a diverse portfolio of clients across various industries.
• Gain an understanding of client business models to enhance support services.
• Provide advice on best practices for client communication.
• Support onboarding, tax, and maintenance teams as needed via phone or email.
• Spearhead and contribute to departmental and team projects.
• Perform other related duties as required.

Benefits

• Work with a team of smart, creative, fun and highly motivated people.
• Continue to learn with ongoing training, career pathing, and supportive leaders.
• Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave and a generous 401k match.
• Paid Time Off of 3 weeks and 11 Paid Holidays.
• Work from the enjoyment of your home office.
• 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.
• Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree