Key skills
Communication
About this role
Role Overview
- Review and categorize transactions
- Reconcile monthly books for assigned client portfolio
- Identify and flag unusual or questionable transactions
- Ensure accurate coding according to standard accounting practices
- Manage 5–6 clients on average per month in a team of ~30
- Respond to client questions via email or support platform
- Conduct brief consultations to clarify transaction details
- Handle complex cases requiring back-and-forth communication
- Review work for accuracy before monthly close
- Ensure compliance with bookkeeping standards
- Document all client interactions
- Follow internal bookkeeping procedures and workflows
Requirements
- Prior bookkeeping experience (any level)
- High English fluency, both written and verbal
- Familiarity with general accounting principles
- Strong customer service and communication skills
- Strong attention to detail and problem-solving abilities for manual transaction review
- Empathetic and people-oriented approach
- Comfortable with asynchronous communication and US time zones
- Experience with Big 4 accounting firms (KPMG, Deloitte, EY, PwC) is a plus
Benefits
- Health insurance
- Professional development opportunities
- Flexible work arrangements