Client Service Representative

New

VirtueStaffAccounting and Tax

Philippines. Paraguay. Panama. Colombia. South Africa. EcuadorContractMiddle

Salary not disclosed

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Job Details

Prior client service, customer support, or account coordination experience within an accounting, tax, or financial services environment.
Demonstrated hands-on experience using firm management and CRM platforms such as Karbon, HubSpot, or Salesmsg.
Proficiency in Google Workspace and Microsoft Office.
Experience with business phone, text, and email communication software.
Excellent verbal and written English communication skills.
Professional and empathetic phone demeanor.
Strong organizational habits and high attention to detail.
Ability to manage multiple client priorities simultaneously.
Sound professional judgment regarding when to resolve client issues independently versus escalating them to senior tax staff.

Answer incoming phone calls, emails, and text messages promptly to assist clients with service inquiries and request status updates.
Document all client communications, task updates, and account notes accurately within Karbon, HubSpot, and Salesmsg.
Route complex accounting, payroll, and tax technical questions to designated staff members or accounting leads.
Monitor open client requests, track follow-up tasks, and ensure no communication falls through the cracks during busy tax deadlines.
Identify potential service breakdowns, client concerns, or communication delays and escalate them to firm managers when necessary.
Safeguard client confidentiality and handle sensitive financial and tax records with strict professionalism.
Maintain positive client relationships through proactive updates, empathetic listening, clear expectations, and reliable follow-through.
Collaborate with internal tax, bookkeeping, and accounting teams to ensure smooth service delivery and workflow efficiency.

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