Customer Service Representative - Mississauga Office
Bestax Chartered AccountantsWe are seeking a confident, ambitious, and client -focused Client Services & Sales Consultant<\/b> to join our team in Mississauga, Canada<\/b>. The primary focus of this role is to manage Canadian client inquiries<\/b>, assist with company formation and compliance in Canada, and promote accounting, tax, and business advisory services<\/b> offered by our Canadian firm.
<\/p>
You will also support clients interested in establishing businesses in Dubai and other jurisdictions by coordinating with our Dubai operations team.
<\/p>
Key Responsibilities<\/b>
<\/h3>Respond promptly to inbound inquiries via phone, email, and CRM platforms.
<\/p><\/li>
Conduct consultation calls to assess client needs and recommend the right business setup structure
<\/p><\/li>
Provide guidance on basic CRA compliance requirements (corporate taxes, GST/HST, payroll, etc.).
<\/p><\/li>
Prepare and present proposals, pricing, and service agreements to clients.
<\/p><\/li>
Coordinate with our internal Canadian tax & accounting teams for onboarding and service delivery.
<\/p><\/li>
Manage cross -border service requests by working closely with our Dubai team when clients require UAE business setup solutions.
<\/p><\/li>
Maintain accurate CRM records, follow -ups, and client documentation.
<\/p><\/li>
Promote additional services including:
<\/p>
Monthly accounting & bookkeeping
<\/p><\/li>
Tax filing and compliance
<\/p><\/li>
Business advisory & digital solutions
<\/p><\/li><\/ul><\/li>
Support sales initiatives, networking activities, and key partnership opportunities in Canada.
<\/p><\/li>
Ensure proper handover of clients to operations teams and maintain high -quality service throughout.
<\/p><\/li>
Generate periodic sales and pipeline reports for management.
<\/p><\/li><\/ul>
<\/div><\/span>
Requirements<\/h3>Preferred Qualifications<\/b>
<\/h3>Customer service, business setup, accounting firm or sales experience in Canada<\/b> is a strong advantage.
<\/p><\/li>Excellent English communication skills — both written and verbal.
<\/p><\/li>
Strong confidence in client communication and consultative selling.
<\/p><\/li>
Organized, proactive, and able to manage multiple tasks efficiently.
<\/p><\/li>
Knowledge or background in accounting/tax/CRM systems is an asset.
<\/p><\/li><\/ul>
<\/div><\/span>
Benefits<\/h3>
What We Offer:<\/span><\/b>
<\/span><\/p>- A competitive base salary along with an exciting
incentive structure.<\/span>
<\/span><\/li>- Opportunities for personal and professional
growth.<\/span>
<\/span><\/li>- Continuous learning and development.<\/span>
<\/span><\/li>- Collaborative, diverse, and dynamic work
environment.<\/span>
<\/span><\/li>- Direct impact on entrepreneurs, startups, and
multinational corporations.<\/span>
<\/span><\/li>- Future growth prospects.<\/span>
<\/span><\/li><\/ol>
<\/div><\/span>
Respond promptly to inbound inquiries via phone, email, and CRM platforms.
<\/p><\/li>
Conduct consultation calls to assess client needs and recommend the right business setup structure
<\/p><\/li>
Provide guidance on basic CRA compliance requirements (corporate taxes, GST/HST, payroll, etc.).
<\/p><\/li>
Prepare and present proposals, pricing, and service agreements to clients.
<\/p><\/li>
Coordinate with our internal Canadian tax & accounting teams for onboarding and service delivery.
<\/p><\/li>
Manage cross -border service requests by working closely with our Dubai team when clients require UAE business setup solutions.
<\/p><\/li>
Maintain accurate CRM records, follow -ups, and client documentation.
<\/p><\/li>
Promote additional services including:
<\/p>
Monthly accounting & bookkeeping
<\/p><\/li>Tax filing and compliance
<\/p><\/li>Business advisory & digital solutions
<\/p><\/li><\/ul><\/li>Support sales initiatives, networking activities, and key partnership opportunities in Canada.
<\/p><\/li>Ensure proper handover of clients to operations teams and maintain high -quality service throughout.
<\/p><\/li>Generate periodic sales and pipeline reports for management.
<\/p><\/li><\/ul>
<\/div><\/span>Requirements<\/h3>
Preferred Qualifications<\/b>
<\/h3>Customer service, business setup, accounting firm or sales experience in Canada<\/b> is a strong advantage.
<\/p><\/li>Excellent English communication skills — both written and verbal.
<\/p><\/li>Strong confidence in client communication and consultative selling.
<\/p><\/li>Organized, proactive, and able to manage multiple tasks efficiently.
<\/p><\/li>Knowledge or background in accounting/tax/CRM systems is an asset.
<\/p><\/li><\/ul>
<\/div><\/span>Benefits<\/h3>
What We Offer:<\/span><\/b>
<\/span><\/p>- A competitive base salary along with an exciting
incentive structure.<\/span>
<\/span><\/li>- Opportunities for personal and professional growth.<\/span>
<\/span><\/li>- Continuous learning and development.<\/span>
<\/span><\/li>- Collaborative, diverse, and dynamic work environment.<\/span>
<\/span><\/li>- Direct impact on entrepreneurs, startups, and multinational corporations.<\/span>
<\/span><\/li>- Future growth prospects.<\/span>
<\/span><\/li><\/ol>
<\/div><\/span> - Opportunities for personal and professional growth.<\/span>