Accounting and Digital Support Specialist

• Support new clients in learning how to use the firm’s digital tools, including the client portal, billing software, and document upload platform
• Guide clients in implementing their e-invoicing processes
• Support clients with connecting to the electronic document management platform, uploading invoices, and setting up approval workflows
• Create practical reference sheets, tutorials, and step-by-step guides
• Deliver short training sessions for internal and/or external audiences
• Serve as the link between clients and internal teams from the start of the client relationship
• Identify malfunctions and recommend improvements
• Contribute to optimizing the client onboarding process
• Identify clients’ additional needs and refer them to the assigned chartered accountant
• Manage an appropriate client portfolio in parallel in order to remain operationally grounded in the profession
• Collaborate with project managers

Requirements

• Serious, committed, and respectful of professional commitments
• Strong customer focus and commercial mindset
• Proactive, willing to make recommendations, and able to challenge their own ideas
• Organized, self-sufficient, and able to see assignments through to completion
• Able to find solutions and overcome challenges
• Strong understanding of how an accounting firm operates
• Solid accounting and tax knowledge
• Highly proficient with digital tools and able to develop new skills independently
• Knowledge of, or a strong interest in, the e-invoicing reform
• Able to create clear training materials and deliver training sessions
• Able to manage multiple assignments simultaneously
• Regular travel to client sites required

Core Competencies

Demonstrates strong customer focus and proficiency in digital tools, with the ability to create effective training materials and deliver engaging training sessions. Possesses solid accounting and tax knowledge, along with a proactive approach to client onboarding and support.

Highest-signal resume keywords

• Digital Tools Proficiency
• Accounting and Tax Knowledge
• Client Onboarding Optimization
• Training Material Development
• E-Invoicing Reform Knowledge

Hard Skills

• E-Invoicing Processes
• Document Management Platforms
• Client Portal Management
• Billing Software Proficiency
• Approval Workflow Setup

Soft Skills

• Strong Customer Focus
• Proactive Problem Solving
• Organizational Skills
• Self-Sufficiency
• Effective Communication

Industry Keywords

• Accounting Firm Operations
• Client Onboarding
• Commercial Mindset
• Professional Commitment
• Training Sessions

Tools & Technologies

• Electronic Document Management Platform
• Client Portal
• Billing Software