Client communication and consultative selling define this Mississauga position with Bestax Chartered Accountants. Manage Canadian inquiries while supporting accounting, tax, and business advisory services.
As a Client Services & Sales Consultant, you will assess client needs, recommend business setup structures, and present proposals. The position supports Canadian company formation and compliance while coordinating Dubai requests with Bestax operations. CRM management, client documentation, and service handovers remain central to delivery.
Key Responsibilities: Respond to inquiries through phone, email, and CRM platforms
Conduct consultations and recommend suitable business setup structures
Prepare proposals, pricing, and service agreements
Coordinate onboarding with Canadian tax and accounting teams
Manage Dubai business setup requests with operations teams
Requirements: Canadian customer service, business setup, accounting, or sales experience
Excellent written and verbal English communication skills
Confidence in client communication and consultative selling
Organized, proactive approach to managing multiple tasks
Accounting, tax, or CRM systems knowledge is an asset
Apply client communication, consultative selling, and CRM skills while supporting Canadian and Dubai business advisory services.