Accountant Concierge - US Accounting Firm

Join Our Team!

Why us?

At our accounting firm, we're not just about numbers—we're about growth and opportunity!
Join our team if you are professional, organized, and driven to create long-term success.
Be part of our small but growing team where your career can thrive and where your contributions truly matter.

We are looking for a Client Support Specialist to join our team and ensure a smooth, positive experience for our U.S. clients. This role is perfect for someone with a strong background in customer service, file management, and tax-related work who enjoys managing client interactions and supporting the tax preparation process.

If the description below fits with your experience, I invite you to apply through our form below.

APPLY:

https://forms.gle/BzsAeazvBs55ov1s5


Must have qualifications:
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**2+ years of client service and administrative experience**

Proven ability to handle client interactions with professionalism, empathy, and a solution-oriented mindset.
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**Experience with U.S. clients**

Direct experience working with U.S.-based clients, ensuring their needs are met efficiently and with a high standard of care.
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**Strong Communication Skills**

Skilled in both written and verbal communication, ensuring clarity and positive interactions with clients and internal team members.
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**Strong Attention to Detail**

A meticulous approach to managing client records, scheduling, and document organization, ensuring accuracy and thoroughness in every task.
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**Experience in Finance or Accounting Roles**

Previous experience in finance, accounting, or tax-related tasks is essential to understanding our client’s needs and supporting the team effectively.
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Bonus Qualifications:

Experience with tax-related tasks, document gathering for filings, and familiarity with bookkeeping.
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Key Responsibilities:

Provide exceptional customer service by responding to client inquiries via email, phone, and chat, ensuring all client needs are met promptly and professionally.

Manage client accounts through file management systems (FMS) ensuring all documents are organized and readily available for tax filings.

Assist clients in gathering necessary documents for tax preparation, bookkeeping, and other financial needs.

Schedule and coordinate client meetings, including quarterly reviews, tax planning, and general consultations.

Monitor the tax preparation pipeline and ensure clients submit required documents in a timely manner.

Handle basic tasks related to bookkeeping, such as requesting access to financial systems, preparing journal entries, and assisting with 1099 management.

Manage communications for tax projections, extensions, and the filing of returns.

Support tax preparers by resolving client questions, monitoring notes, and ensuring all preparation stages are completed smoothly.

If this fits with your experience, I invite you to apply through our form below.

APPLY BELOW:

https://forms.gle/BzsAeazvBs55ov1s5