Salary
💰 $43,000 - $50,000 per year
About the role
- Onboard all of our incoming Sales Tax clients
- Collect and maintain any account information
- Set up kickoff calls
- Be the main point of contact for clients until they are handed off to their managers
- Broadly monitor the services going forward
- Jump from client to client, meet virtually with clients
- Direct the kickoff call with a smile
- Coordinate between the client and several other teams at LedgerGurus
- Gather and input correct client data in various systems
- Offboard clients when the need arises
Requirements
- 2+ years professional office experience
- Confidence to communicate with clients verbally and virtually
- Strong organizational skills, especially in a remote setting
- Comfortable and experienced with different forms of technology
- Past accounting/sales tax experience is preferred
- Completed bachelor's degree in any field or comparative professional experience
- Experience in Asana or Excel is a major plus
- Past experience working in a team setting would also be desirable
- health, dental and vision health benefits
- flexible spending accounts (FSAs)
- a 401(k) with match
- generous paid time off (PTO) with 9 paid holidays
- a laptop and equipment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
accountingsales taxdata entryclient onboardingclient offboarding
Soft skills
communicationorganizational skillsteamworkconfidenceadaptability
Certifications
bachelor's degree