Role OverviewManage a portfolio of small business clients, ensuring high customer satisfaction and retention. Serve as the primary point of contact and trusted advisor for your customers.
What You Will Do
Guide clients through payroll, bookkeeping, tax, and business-related questions using your accounting knowledge. Build strong relationships by providing proactive support and consultative guidance.
Why It Might Be a Fit
If you're looking to combine your accounting or tax expertise with a rewarding, client-facing career, this role offers the best of both worlds.
Requirements
- 2+ years of experience in accounting, bookkeeping, tax, payroll, public accounting, or financial operations
- Experience working directly with clients, customers, or business owners is highly preferred
- Strong understanding of accounting terminology and financial concepts
- Excellent communication and relationship-building skills
- Customer-focused, consultative, and proactive approach
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