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A financial services company is seeking a Bookkeeping Relations Specialist to support clients in their Bookkeeping and Tax Services. This fully remote role involves leading onboarding, managing client communications, and ensuring clients are set up for success. Candidates should have 3+ years of client service experience, bookkeeping knowledge, and proficiency in QuickBooks Online. The role emphasizes strong communication skills and the ability to manage multiple clients effectively.
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Posted 5/6/2026
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