Bestax Chartered Accountants

Customer Service Representative

Bestax Chartered Accountants  •  Mississauga, CA (Onsite)  •  15 days ago
Apply
AI can make mistakes so check important info. Chat history is never stored.
44
AI Success™

Job Description


We are seeking a confident, ambitious, and client-focused
Client Services & Sales Consultant

to join our team in
Mississauga, Canada

. The primary focus of this role is to
manage Canadian client inquiries

, assist with company formation and compliance in Canada, and promote
accounting, tax, and business advisory services

offered by our Canadian firm.


You will also support clients interested in establishing businesses in Dubai and other jurisdictions by coordinating with our Dubai operations team.


Key Responsibilities


  • Respond promptly to inbound inquiries via phone, email, and CRM platforms.

  • Conduct consultation calls to assess client needs and recommend the right business setup structure

  • Provide guidance on basic CRA compliance requirements (corporate taxes, GST/HST, payroll, etc.).

  • Prepare and present proposals, pricing, and service agreements to clients.

  • Coordinate with our internal Canadian tax & accounting teams for onboarding and service delivery.

  • Manage cross-border service requests by working closely with our Dubai team when clients require UAE business setup solutions.

  • Maintain accurate CRM records, follow-ups, and client documentation.

  • Promote additional services including:

  1. Monthly accounting & bookkeeping

  2. Tax filing and compliance


  3. Business advisory & digital solutions

  • Support sales initiatives, networking activities, and key partnership opportunities in Canada.

  • Ensure proper handover of clients to operations teams and maintain high-quality service throughout.

  • Generate periodic sales and pipeline reports for management.


Requirements


  • Customer service, business setup, accounting firm or sales experience in
    Canada

    is a strong advantage.

  • Excellent English communication skills — both written and verbal.

  • Strong confidence in client communication and consultative selling.

  • Organized, proactive, and able to manage multiple tasks efficiently.

  • Knowledge or background in accounting/tax/CRM systems is an asset.


Benefits


  • A competitive base salary along with an exciting
    incentive structure.

  • Continuous learning and development.

  • Direct impact on entrepreneurs, startups, and
    multinational corporations.

  • Future growth prospects.

  • Opportunities for personal and professional
    growth.

  • Collaborative, diverse, and dynamic work
    environment.
Bestax Chartered Accountants

About Bestax Chartered Accountants

Hi,

We are a team of Best Chartered Accountants in UAE. Let's connect to keep yourself updated with the legal and professional developments and regulations in UAE.

We provide:

-Accounting & Bookkeeping Services

-VAT & Excise Consultancy

-Internal & External Audit

-Virtual CFO

-Business Advisory

-Company setup & liquidation

Industry
Accounting & Tax
Company Size
11-50 employees
Headquarters
Dubai, AE
Year Founded
Unknown
Social Media