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Bestax Chartered AccountantsPosted 2 months ago

Customer Service Representative - Mississauga Office

$100,000–$150,000 year

On-siteMississauga, Ontario, Canada

Full TimeSmall

Job Summary

Respond promptly to inbound inquiries via phone, email, and CRM platforms, conducting consultation calls to assess client needs and recommend the right business setup structure. Provide guidance on basic CRA compliance requirements, prepare proposals and service agreements, and coordinate with internal Canadian tax teams for onboarding. Manage cross-border service requests by working closely with the Dubai operations team for UAE business solutions. Maintain accurate CRM records, follow-ups, and documentation while promoting accounting, tax, and advisory services. Generate periodic sales and pipeline reports for management.

Required Qualifications

  • Excellent English communication skills — both written and verbal
  • Strong confidence in client communication and consultative selling
  • Organized, proactive, and able to manage multiple tasks efficiently

Desired Qualifications

  • Customer service, business setup, accounting firm or sales experience in Canada is a strong advantage
  • Knowledge or background in accounting/tax/CRM systems is an asset

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