Jobs in Milton

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Within 25 km of Milton

Added 1 min ago
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Bestax Chartered Accountants

Client Service Representative

Mississauga, ON, L5G 3H4, Canada

Full-time

Within 25 km of Milton · About 21.5 km from the city centre

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Job details

Job type: Full-time
Posted: Oct 19, 2026

Original 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

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.
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.

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More about this job

Responsibilities

Respond to client inquiries, assess business needs, recommend setup structures, and present proposals for accounting, tax, and advisory services. Coordinate client onboarding and cross-border requests with Canadian and Dubai teams, maintain CRM records, support sales initiatives, and report on sales pipelines.

Requirements

The role favors candidates with 1–3 years of relevant experience in customer service, business setup, accounting firms, or sales in Canada. Candidates should have excellent written and verbal English, confidence in consultative client communication, strong organization, and ideally some accounting, tax, or CRM knowledge.

Skills

Client Service
Consultative Selling
Client Communication
Customer Service
Business Setup
Company Formation
CRA Compliance
Corporate Tax
GST/HST
Payroll
Accounting
Bookkeeping
CRM Management
Proposal Preparation
Client Onboarding
Sales Reporting

Benefits

Competitive Base Salary
Incentive Structure
Personal and Professional Growth Opportunities
Continuous Learning and Development
Collaborative Work Environment
Future Growth Prospects

Visa sponsorship

Not detected in the job text

Keywords

Client Inquiries
Consultation Calls
Business Setup
Company Formation
Canadian Compliance
CRA
Corporate Taxes
GST/HST
Payroll
Accounting
Bookkeeping
Tax Filing
Business Advisory
Digital Solutions
CRM Platforms
Proposals
Pricing
Service Agreements
Client Onboarding
Dubai Operations
UAE Business Setup
Cross-Border Services
Sales Pipeline
Networking
Partnerships

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