Accounting and Digital Services Associate

• Support new clients in getting started with the firm's digital tools, including the client portal, invoicing software, and document submission platform
• Guide clients in implementing their electronic invoicing processes
• Support clients with connecting to the electronic document exchange platform, submitting invoices, and managing approval workflows
• Create educational materials, including practical reference sheets, tutorials, and step-by-step guides
• Conduct short training sessions for internal and/or external audiences
• Act as the link between clients and internal teams from the start of the client relationship
• Identify issues, suggest improvements, and optimize the client onboarding process
• Identify clients' additional needs and refer them to the designated chartered accountant
• Manage a client portfolio to maintain hands-on involvement in accounting practice
• Travel regularly to client sites

Requirements

• Reliable, committed, and conscientious in meeting commitments
• Strong customer focus and commercial acumen
• Proactive, with the ability to challenge your own ideas
• Organized and self-directed, with the ability to see assignments through to completion
• Strong problem-solving and solution-oriented skills
• Good understanding of how an accounting firm operates
• Solid accounting and tax knowledge
• Highly comfortable with digital tools and able to independently develop new skills
• Knowledge of, or a strong interest in, the electronic invoicing reform
• Ability to create clear educational materials and deliver training sessions
• Ability to manage multiple assignments simultaneously

Core Competencies

Demonstrates strong client support capabilities by effectively guiding clients through digital tools and electronic invoicing processes while maintaining a solid understanding of accounting practices. Proficient in creating educational materials and conducting training sessions to enhance client engagement and satisfaction.

Highest-signal resume keywords

• Client Onboarding
• Electronic Invoicing Processes
• Educational Material Creation
• Accounting Knowledge
• Problem-Solving Skills

ATS Optimization Keywords

Hard Skills

• Digital Tools Proficiency
• Electronic Document Exchange
• Invoicing Software
• Accounting Practices
• Tax Knowledge

Soft Skills

• Customer Focus
• Organizational Skills
• Proactive Attitude
• Solution-Oriented Mindset
• Communication Skills

Industry Keywords

• Accounting Firm Operations
• Electronic Invoicing Reform
• Client Portfolio Management

Tools & Technologies

• Client Portal
• Document Submission Platform
• Invoicing Software