Jobs in Oakville

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Within 25 km of Oakville

Added 1 month ago
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Bestax Chartered Accountants

Customer Service Representative - Mississauga Office

Mississauga, ON, L5G 3H4, Canada

Full-time

Within 25 km of Oakville · About 14.1 km from the city centre

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Job details

Job type: Full-time
Posted: Sep 22, 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.
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.

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More about this job

Responsibilities

The role involves managing client inquiries regarding Canadian business formation, tax compliance, and advisory services while coordinating cross-border setups with the Dubai team. You will also be responsible for preparing proposals, maintaining CRM records, and supporting sales initiatives to drive business growth.

Requirements

Candidates should have experience in customer service, business setup, or accounting firms within Canada. Excellent English communication skills and a consultative sales approach are essential for success in this role.

Skills

Customer service
Consultative selling
Business setup
Accounting
Tax compliance
CRM systems
Communication
Proposal preparation
Business advisory
Bookkeeping
Sales reporting
Networking
CRA compliance

Benefits

Competitive base salary
Incentive structure
Continuous learning and development
Professional growth opportunities
Collaborative work environment

Visa sponsorship

Not detected in the job text

Keywords

Customer Service
Sales
Business Setup
Accounting
Tax Compliance
CRA
GST/HST
Payroll
CRM
Consultative Selling
Bookkeeping
Business Advisory
Digital Solutions
Client Onboarding
Pipeline Management
Cross-border Services
Corporate Taxes

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