This is a fully remote position.
Location: Open to applicants worldwide
Position: Full-Time
Rate: Competitive entry-level pay, details shared upon application.
Contract length: Ongoing
The Role
You will be the primary point of contact for clients, handling day-to-day communication, answering questions, and coordinating their needs. Your role is to understand what clients need, respond promptly, and connect them with the right specialist when required. This is a client-facing position where strong communication and problem-solving matter most.
You’ll work from home, managing client relationships via chat, email, and phone. Full training will be provided to help you understand accounting workflows, deadlines, and common client questions.
What You’ll Do
Client Communication: Respond to client messages and requests promptly, ensuring their concerns are addressed or routed to the right team member.
Build Relationships: Support clients professionally and calmly, even when they’re stressed or upset, and help them feel confident in our service.
Understand Workflows: Learn how accounting and tax processes work so you can answer routine questions, spot what’s missing, and know when to escalate to a specialist.
Coordinate Tasks: Keep track of client requests, deadlines, and follow-ups using our project tracking tools, ensuring nothing falls through the cracks.
Maintain Records: Keep client information, communication history, and progress notes organized and accurate so the team can serve them effectively.
Support Onboarding: Help new clients understand expectations, timelines, and what they need to provide.
Improve Processes: Spot recurring issues or delays and suggest practical ways to make our service smoother and faster.
Skills/background needed:
Essential:
• Strong written and verbal communication skills—clear, professional, and friendly
• Ability to stay organized and manage multiple client requests at once
• Calm under pressure and comfortable with difficult conversations
• Willingness to learn accounting and tax concepts (no prior experience required)
• Comfort working independently from home and taking ownership of tasks
• Basic familiarity with email, chat platforms, and project tracking tools
Helpful (but not required):
• Previous customer service or client-facing experience
• Basic knowledge of accounting or tax processes
• Experience using project tracking or CRM tools
• Experience with shared inboxes or workflow management
What We’ll Provide
• Full training on accounting workflows, tax deadlines, and our systems
• Access to all tools you need to communicate with clients and track work
• A supportive team environment where you can ask questions and grow
• Flexible remote work arrangement
• Opportunities to develop your skills and take on new responsibilities
Who Thrives in This Role
You are proactive, organized, and calm when things get busy. You genuinely enjoy helping people and solving problems. You communicate clearly, take initiative, and know when to ask for help. You’re comfortable learning new concepts and systems, and you take pride in doing your work well.
This is a beginner-friendly role—no prior accounting or tax experience required. We will train you on everything you need to know.
Ready to get started? Submit your application below.