Customer Service Representative
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:
Monthly accounting & bookkeeping
Tax filing and compliance
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
Preferred Qualifications
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
What We Offer:
- A competitive base salary along with an exciting incentive structure.
- Opportunities for personal and professional growth.
- Continuous learning and development.
- Collaborative, diverse, and dynamic work environment.
- Direct impact on entrepreneurs, startups, and multinational corporations.
- Future growth prospects.
How to Apply
Ready to start your career as a Customer Service Representative at Bestax Chartered Accountants?
- Click the "Apply Now" button below.
- Review the safety warning in the modal.
- You will be redirected to the employer's official portal to complete your application.
- Ensure your resume and cover letter are tailored to the job description using our AI tools.
Frequently Asked Questions
Who is hiring?▼
This role is with Bestax Chartered Accountants in Mississauga.
Is this a remote position?▼
This appears to be an on-site role in Mississauga.
What is the hiring process?▼
After you click "Apply Now", you will be redirected to the employer's official site to submit your resume. You can typically expect to hear back within 1-2 weeks if shortlisted.
How can I improve my application?▼
Tailor your resume to the specific job description. You can use our free Resume Analyzer to see how well you match the requirements.
What skills are needed?▼
Refer to the "Job Description" section above for a detailed list of required and preferred qualifications.