Customer Service Representative

Responsibilities

• Respond promptly to inbound inquiries via phone, email, and CRM platforms
• Conduct consultation calls to assess client needs and recommend business setup structures
• Provide guidance on basic CRA compliance requirements including corporate taxes, GST/HST, and payroll
• Prepare and present proposals, pricing, and service agreements to clients
• Coordinate with internal Canadian tax and accounting teams for onboarding and service delivery
• Manage cross-border service requests by working with the Dubai team for UAE business setup solutions
• Maintain accurate CRM records, follow-ups, and client documentation
• Promote additional services such as monthly bookkeeping, tax filing, and business advisory
• Support sales initiatives, networking activities, and partnership opportunities in Canada
• Generate periodic sales and pipeline reports for management

Requirements

• 1-3 years of experience in customer service, sales, or a related field
• Fluency in English (both written and verbal)
• Strong consultative selling skills and confidence in client communication
• Knowledge of or background in accounting, tax, or CRM systems

Preferred Qualifications

• Experience in a Canadian accounting firm, business setup, or sales environment
• Highly organized and proactive with the ability to manage multiple tasks efficiently

Benefits

• Competitive base salary with an exciting incentive structure
• Opportunities for personal and professional growth
• Continuous learning and development programs
• Collaborative, diverse, and dynamic work environment
• Direct impact on entrepreneurs, startups, and multinational corporations

About the Company

Bestax Chartered Accountants is a team of dedicated and qualified public accountants providing a wide range of services including VAT, Corporate Tax, Accounting, Audit, and Business Setup services. We support clients globally, bridging financial expertise between Canada and international jurisdictions like Dubai.