Accounting Communications Specialist

At OnTrack Financial ๐Ÿš€, we're committed to empowering business owners to understand their financials and grow their businesses ๐Ÿ’น. We provide restoration companies with expert advice ๐Ÿง  and financial services that make managing even complex financial topics simple ๐Ÿ“Š. We offer CFO and accounting services to restoration contractors ๐Ÿ”จ. This is a great opportunity โœจ to secure a position with a dynamic and growing company.

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As an Accountant Communication Specialist ๐Ÿ—ฃ, you'll be the primary email ๐Ÿ“ง touchpoint for our clients. Addressing their in-depth queries, offering tailored solutions, and liaising consistently with our in-house accounting team are crucial elements of this role.



Manage Client Email Communications  ๐Ÿ’Œ

  • Prioritize Client Emails: Organize and respond to emails based on urgency โณ and importance, ensuring that high-priority items are addressed quickly.

  • Clarity and Tone: Maintain a professional and friendly ๐Ÿค tone in all communications. Ensure that responses are clear and free from jargon, tailoring explanations to the client's understanding level.

  • Track Email Trends: Keep an eye ๐Ÿ‘€ on common queries or concerns to anticipate future needs or develop FAQs.

  • Feedback Loop: Regularly ask for feedback ๐Ÿ‘‚ on email communication quality and adjust strategies accordingly.


Fulfilling Client Requests ๐Ÿ“‹

  • Complete Accounting Task: Finish accounting tasks within 24 hours of email request โฐ or provide clients with an accurate timeline if needed.

  • Task Analysis: Break down client requests into actionable tasks โœ…, ensuring full understanding of the requirement.

  • Documentation: Keep detailed records ๐Ÿ“ of all tasks, ensuring transparency and traceability.

  • Follow-Up: Check in with the client after fulfilling a request to ensure satisfaction ๐Ÿ˜Š and address any concerns.

Document Client Interactions and Feedback ๐Ÿ“š

  • Maintain Records: Systematically record all client emails, noting date ๐Ÿ“†, query nature, and solution provided.

  • Feedback Compilation: Group and categorize feedback ๐Ÿ“ from clients to understand common themes and improvement areas.

  • Review and Analysis: Regularly analyze documented interactions to spot patterns or recurring issues ๐Ÿง.

  • Reporting: Create weekly reports ๐Ÿ“Š highlighting client interaction trends and feedback. Share insights with relevant departments.

  • Security and Confidentiality: Safeguard all client interactions ๐Ÿ”’, respecting confidentiality. Regularly back up data to avoid loss ๐Ÿ’ฝ.

  • Tools and Software Usage: Utilize Karbon and QuickBooks Online ๐Ÿ–ฅ for efficient management and task completion.


  • 1+ years of experience in accounting and bookkeeping ๐Ÿงฎ

  • 1+ years with QuickBooks Online ๐Ÿ’ป

  • Strong communication skills ๐Ÿ“ข

  • High accuracy and attention to detail ๐Ÿ”


  •  Paid holidays ๐ŸŒด

  • Opportunities for professional growth ๐Ÿ“ˆ

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