Zero Tax · 15 hours ago
Onboarding Specialist
United States
Part-time
Remote
New Grad, Entry LevelZero Tax is powered by a team of tax professionals devoted to optimizing the financial success of small business owners. The Onboarding Specialist will be responsible for guiding new clients through the onboarding process, ensuring a smooth transition and helping them understand our services.
AccountingBookkeeping and PayrollFinance
Responsibilities
Guiding new clients through the onboarding process
Ensuring a smooth transition and helping them understand our services
Managing client communications
Setting up accounts
Handling initial consultations
Providing ongoing support
Qualification
Required
Experience in Customer Onboarding and Client Onboarding
Strong Interpersonal and Communication Skills
Excellent Analytical Skills
Ability to work independently and remotely
Detail-oriented with strong organizational skills
Preferred
Proficiency in using CRM software is a plus
Previous experience in the finance or tax industry is beneficial
Company
Zero Tax
Zero Tax LLC offers outsourced accounting, tax preparation, bookkeeping, and tax optimization services for small businesses.
Founded in 2023
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase