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Customer Service Representative

Full-time

Bestax Chartered Accountants

We are seeking a confident, ambitious, and client -focused Client Services & Sales Consultant <\/b> to join our team in Mississauga, Canada <\/b> . The primary focus of this role is to manage Canadian client inquiries <\/b> , assist with company formation and compliance in Canada, and promote accounting, tax, and business advisory services <\/b> offered by our Canadian firm.
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You will also support clients interested in establishing businesses in Dubai and other jurisdictions by coordinating with our Dubai operations team.
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Key Responsibilities <\/b>
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  • Respond promptly to inbound inquiries via phone, email, and CRM platforms.
    <\/div><\/li>

  • Conduct consultation calls to assess client needs and recommend the right business setup structure 
    <\/div><\/li>

  • Provide guidance on basic CRA compliance requirements (corporate taxes, GST/HST, payroll, etc.).
    <\/div><\/li>

  • Prepare and present proposals, pricing, and service agreements to clients.
    <\/div><\/li>

  • Coordinate with our internal Canadian tax & accounting teams for onboarding and service delivery.
    <\/div><\/li>

  • Manage cross -border service requests by working closely with our Dubai team when clients require UAE business setup solutions.
    <\/div><\/li>

  • Maintain accurate CRM records, follow -ups, and client documentation.
    <\/div><\/li>

  • Promote additional services including:
    <\/div><\/li><\/ul>

    1. Monthly accounting & bookkeeping <\/span>
      <\/div><\/li>

    2. Tax filing and compliance <\/span>
      <\/div><\/li>

    3. ​<\/span> Business advisory & digital solutions <\/span>
      <\/div><\/li><\/ol><\/blockquote>

      • Support sales initiatives, networking activities, and key partnership opportunities in Canada.
        <\/div><\/li>

      • Ensure proper handover of clients to operations teams and maintain high -quality service throughout.
        <\/div><\/li>

      • Generate periodic sales and pipeline reports for management.
        <\/div><\/li><\/ul>


        <\/div><\/span>

        Requirements <\/h3>
        • Customer service, business setup, accounting firm or sales experience in Canada <\/b> is a strong advantage.
          <\/span><\/li>
        • Excellent English communication skills — both written and verbal.
          <\/span><\/li>
        • Strong confidence in client communication and consultative selling.
          <\/span><\/li>
        • Organized, proactive, and able to manage multiple tasks efficiently.
          <\/span><\/li>
        • Knowledge or background in accounting/tax/CRM systems is an asset.
          <\/span><\/li><\/ul>


          <\/div><\/span>

          Benefits <\/h3>

          <\/span><\/b>
          <\/span><\/span><\/span><\/span><\/span><\/span><\/div>

          • A competitive base salary along with an exciting
            incentive structure. <\/span><\/span><\/span><\/span><\/span><\/span><\/span>
            <\/li>
          • Continuous learning and development. <\/span><\/span><\/span><\/span>
            <\/li>
          • Direct impact on entrepreneurs, startups, and
            multinational corporations. <\/span><\/span><\/span><\/span>
            <\/li>
          • Future growth prospects. <\/span><\/span><\/span><\/span>
            <\/li>
          • Opportunities for personal and professional
            growth. <\/span><\/span><\/span><\/span>
            <\/li>
          • Collaborative, diverse, and dynamic work
            environment. <\/span><\/span>
            <\/span>
            <\/span><\/li><\/ul>


            <\/div><\/div><\/span>

Vacancy posted 7 hours ago
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