Client Service Specialist Jobs in Idaho

WHAT YOU’LL DO

Accounting Solutions of Idaho (ASI) is seeking a Client Tax Specialist responsible for delivering exceptional service while supporting clients primarily through business tax preparation to include generating and analyzing K-1's along with in-depth bookkeeping to provide comprehensive accounting support.

This role is heavily focused on preparing business tax returns and working through bookkeeping clean-up and financial organization to ensure accurate and complete filings. The ideal candidate is comfortable working with incomplete or complex records and can bring structure and clarity to client financials.

We are a full-service firm supporting small businesses and individuals, and we pride ourselves on building strong, long-term client relationships. The ideal candidate is technically skilled, client-focused, proactive, and team-oriented, with a willingness to step in and support others as needed. Other responsibilities aligned with this role but are not limited to:

• Prepare and review individual and business tax returns (including 1040s with Schedule C/E, S Corps, and Partnerships)
• Perform bookkeeping clean-up and reconciliation work to ensure accurate financials for tax preparation
• Work directly with clients to gather documentation and clarify financial activity
• Generate and interpret financial reports to support tax filings and client needs
• Review and correct client financial records, identifying discrepancies and missing information
• Communicate with clients in a timely and professional manner, ensuring a high level of service and responsiveness
• Collaborate with Client Bookkeeping Specialists and Client Payroll Specialists to ensure complete and accurate financial data
• Maintain clear, organized, and transparent work so team members can easily step in and support when needed
• Research and apply tax regulations to complex client situations
• Identify opportunities to better support clients through improved processes, insights, or efficiencies
• Complete all work with accuracy, analytical focus, and a strong sense of ownership
• Maintain clear, organized, and transparent work so team members can easily step in and support when needed
• Uphold high standards of reliability, organization, and accountability

WHAT YOU’LL BRING

The successful candidate will be someone who is comfortable working with complex or incomplete financial data and can bring organization and accuracy to client records. They will be detail-oriented, proactive, and confident in both tax preparation and accounting fundamentals. Qualifications include:

• Must have high school diploma or GED; higher education in related field is highly desired.
• Must have 2+ years of experience in business tax preparation and bookkeeping.
• Must have a solid understanding of accounting principles and how financials tie to tax returns.
• Must have experience reviewing and correcting bookkeeping or performing clean-up work.
• Must be comfortable working with multiple clients and managing competing deadlines, especially during tax season.
• Demonstrated ability to learn and work across multiple software platforms; experience with tools such as QuickBooks, ProSeries, Karbon, Truss, and Microsoft Outlook/SharePoint is preferred.
• Must have demonstrated clear and professional communication skills, with the ability to explain financial information to clients in an understandable way.
• Must have demonstrated the ability to work independently while also staying engaged with a remote team.
• Must have excellent organizational and time management skills, with proven ability to prioritize and meet deadlines.
• Must have a high attention to detail with strong analytical and problem-solving abilities.
• Must be eligible to work in the United States without employer sponsorship.

WHAT WE OFFER

We’re a collaborative, team-oriented group that takes pride in doing things right. Our work is transparent and shared, which means no one works in a silo. Team members step in to support one another, ask questions, and share knowledge freely. We value accountability, reliability, and a strong work ethic, while maintaining a supportive and down-to-earth environment where people genuinely enjoy working together. Additional position highlights:

• Flexible scheduling to support work-life balance
• Paid time off
• Variety of work and opportunities for growth
• Commission opportunities

Accounting Solutions of Idaho hires exceptional team members who take pride in their work, build trust, and deliver with accuracy and care. If you’re ready to grow, own your impact, and be part of a firm that values relationships as much as results, apply today!

Job Type: Full-time

Pay: $20.00 - $30.00 per hour

Benefits:

• Flexible schedule
• Paid time off

Application Question(s):

• Please comment on any notable gaps in employment on your resume.
• Please rank your skill set from 1 to 4, with 1 being the strongest and 4 the weakest, in the following categories: Customer Service, Self-Motivation, Data Entry, Organization & Systematic Thinking. Explain Why
• Please indicate times you are available to work.
• Do you have any specific salary requirements?

Experience:

• Business Tax Preparing: 1 year (Preferred)
• Accounting: 3 years (Preferred)
• Bookkeeping: 3 years (Preferred)

Location:

• Sandpoint, ID 83864 (Preferred)

Work Location: Hybrid remote in Sandpoint, ID 83864