Client Relations Lead
About Us
We are a growing accounting firm expanding through the acquisition of a new practice this September. Our team is dedicated to providing high-quality financial services with a client-first approach, and we’re looking for a Client Relations Lead to join us. This role blends client communication with light bookkeeping and administrative support, making it ideal for someone who enjoys both people and process.
Responsibilities
- Serve as the first point of contact for clients with strong communication skills by phone and email.
- Pull and organize client bank statements and financial documentation.
- Coordinate and prepare client engagement agreements for new and existing clients.
- Schedule, participate in, and document quarterly client meetings.
- Support tax professionals by distributing client documentation and maintaining organized client files.
- Provide oversight of client filing and assist with basic bookkeeping or data entry tasks as directed.
- Use QuickBooks Online, Microsoft Office, and firm platforms with confidence and efficiency.
Qualifications
- Comfortable with QuickBooks Online and Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
- Tech-savvy and able to learn new platforms quickly.
- Excellent organizational skills and attention to detail.
- Strong interpersonal skills and a client-service mindset.
- Previous experience in bookkeeping, accounting, or client services is strongly preferred.
Compensation & Benefits
- Hourly pay: $18–$21/hour, based on experience.
- Paid Time Off (PTO).
- 401(k) retirement plan.
Reporting Structure
This role reports directly to our tax professionals and works closely with the accounting team.
Job Type: Full-time
Pay: $18.00 - $21.00 per hour
Expected hours: 32 – 40 per week
Benefits:
- 401(k)
- Paid time off
Work Location: In person