Client Success Specialist (Tax & Bookkeeping)

About the company

About Cleer Tax

Cleer Tax helps founders and small‑business owners stay on top of their numbers so they can grow with confidence. We deliver tax prep and bookkeeping—minus the jargon—to small businesses and start ups, often ones with foreign founders.

About the role

Job Title: Client Success Specialist (Tax & Bookkeeping)

 Location: Remote — must work 9 am – 5 pm (UTC +2) / Eastern Europe & South Africa business hours

The Role

You’ll be the first—and often only—human our clients need to solve a problem. From a late‑night “What is next step with my books?” to a deep dive on last year’s return, you own the question until it’s closed with precision and a smile. If you can juggle dozens of tickets without dropping a single detail, translate tax‑speak into plain English, and thrive on figuring things out before anyone asks, let’s talk.

What You’ll Do

• Own the inbox. Work every Zendesk ticket from first touch to full resolution—fast, accurate, zero loose ends.
• Communicate like a pro. Turn complex tax and bookkeeping issues into clear, confident answers that calm nerves and build trust.
• Troubleshoot & triage. Dig into QuickBooks, Xero, Salesforce, emails, and internal tools to pinpoint issues; escalate only when you’ve exhausted your own know‑how.
• Keep knowledge sharp. Relentlessly update macros, templates, and internal docs so the next answer is even better.
• Spot patterns & fix them. See a recurring pain point? Propose the solution, drive the change, and measure the win.
• Protect data integrity. Every figure, form, and file is double‑checked—no “close enough” allowed.
• Measure what matters. Live by client satisfaction, speed to resolution, and error‑free delivery.

About you

What You Bring

• 2+ years in a high‑volume client support or success role—accounting a plus.
• Blazing written and verbal communication; you make the complex simple.
• Obsessive attention to detail—typos keep you up at night.
• Proven ability to master new software fast—spreadsheets and ticketing systems are second nature.
• Self‑starter with a bias for action and minimal oversight.
• Reliable internet, reliable workflow, and an unwavering customer‑first mindset.
• Availability to work 9 am – 5 pm (UTC +2) Monday through Friday.

What's in it for you?

Why Cleer Tax

• Work from anywhere. We care about results, not where you log in.
• Impact without bureaucracy. You directly improve the client experience.

How to apply?

Send a brief note (no novels) telling us why you’re the one, plus your resume and an example of a client communication or client improvement in your last role that you’re proud of. Let’s make taxes and bookkeeping a little clearer together.