At NextGen, “Small” Business, is a BIG deal. It’s passion. It's income. It's legacy.

Our team of CPAs, MBAs and attorneys are the best and brightest minds in business who work collectively with one goal: building our clients' empire. We exist to help create and educate the NextGeneration of ultra-successful business owners by providing integrated and strategic tax, accounting, payroll and business law services. 

Team NextGen consists of a diverse group of powerhouse women who are changing the face of public accounting. Our team of 18 grew from a solo practice to a full service operation that include 5 CPAs, 3 MBAs and 4 Masters in Accountancy rockstars. As we approach our 5 year anniversary of the practice, we are looking to grow our team and develop a regional presence. We invite you to authentically showcase your rockstar expertise and skills as we journey to the next level. Join Team NextGen by surrounding yourself with brilliance!

The Opportunity

At NextGen we are all about exceptional client service and this role requires someone who has a purpose and passion to foster, develop and nurture strong and trusted relationship with clients through timely and accurate communications. In your role you will deliver a "WOW" experience to our elite clientele utilizing a creative and influential approach. We are a growing practice and as the Client Relation Specialist your warm, bright, energetic and optimistic personality will be the first point of contact to all client services. Lastly, as a high tech CPA firm, we utilize cutting edge technology that requires someone who is a fast learner and comfortable working online and with cloud-based software. If you enjoying socializing with elite clientele in a professional setting, then NextGen is the environment to cultivate your brilliance!

The key responsibilities

As Client Relations Specialist, you will play a foundational role in all clients services. Primarily you will be responsible for delivering a "WOW" experience to prospective clients and engaging them on our right sized solutions for their business needs.  Additionally, you will obtain accurate details about prospective clients and conduct an assessment of their business needs. This will challenge you to think critically and decide the right size solution based on each individual client need. Simultaneously you will oversee and facilitate existing clients in our CRM system and ensure we are providing exceptional client service by professional and independently addressing client complaints or issues. As the centralized department of NextGen, you may occasionally be asked to help with related work in other areas of the business. We're a fast-growing organization, so from time to time we ask everyone to help out with projects beyond their normal range of responsibilities.

Essential skills for brilliance

• Provide elite concierge by corresponding with clients to provide updates on requested information and address client issues or concerns
• Possess strong professional verbal and written communication that exude a professional tone and demeanor
• Oversee and maintain multiple projects with superb accuracy
• Ability to be think critically and creatively
• Exhibit solid active listening skills and showcase ability to comprehend complex information
• Possess a high level of organizational skills to manage multiple calendars and workflows
• Strong sense of urgency to triage concerns from clients and/or internal departments
• Ability to problem solve complex scenarios independently
• Work efficiently and effectively to provide additional administrative support for the NextGen team at large.
• Nurture and maintain positive working relationships with co-workers and clients

To qualify for the role you must have

• High school diploma or equivalent; bachelor's degree preferred
• If bachelor's degree obtained, 1-2 years of recent and relatable work experience required
• If no bachelor’s degree obtained, +5 years of recent relatable work experience is required
• Background in customer service required
• Relevant experience includes: customer service, clerical skills, administrative skills
• Elite concierge experience/background preferred
• Experience in a professional service background preferred
• Proficiency in Microsoft Office Suite

What brilliance looks like

An exceptional professional who can deliver high class client service with a integrity and positivity and has a strong desire to grow professionally and willingness to be challenged in a fast past environment. Someone with an optimistic lens who enjoys developing and nurturing relationships with internal and external stakeholders. If you are energetic, personable and encouraging, then brilliance looks like you.

Why join Team NextGen

• Make history. Our startup is still fairly small, but we have big plans to disrupt the accounting and bookkeeping industry. This is a great opportunity to get in early at a startup that, we believe, is on its way to becoming an industry leader.
• Do work that matters. The projects you'll be working on will be critical to the success of the company and our clients.
• Hybrid work schedule with flexible hours. Following your first 30 days you can elect a 3x2 work schedule that includes 3 days onsite and 2 days working remotely. Or, you may elect a 4x10 schedule that includes 4 10-hour days weekly.
• Grow with the firm. As our firm continues to grow, there will be many opportunities to take on new responsibilities and grow professionally.
• Work that stays fresh. You'll have a diverse portfolio of 150+ clients (depending on their size) in a broad range of industries, all with different goals and filetypes. There will always be tons of opportunities to learn new things. Plus, given the pace of growth at our firm, we can pretty much guarantee that you'll never be bored.

Applications are only accepted online and a cover letter is required.