Key skills
Communication
About this role
Role Overview
- Review and categorize transactions that cannot be automatically processed
- Reconcile monthly books for assigned client accounts
- Identify and flag unusual or questionable transactions
- Ensure accurate coding based on standard accounting and IRS chart of accounts guidelines
- Manage approximately 5–6 client accounts per specialist
- Respond to client inquiries regarding transactions and bookkeeping matters via support platform
- Conduct brief consultations (email or phone) to clarify transaction details
- Maintain an empathetic and professional communication style
- Review bookkeeping work prior to monthly close
- Ensure compliance with bookkeeping standards and procedures
- Document customer interactions and updates in the support system
Requirements
- Prior bookkeeping experience (any level)
- Familiarity with general accounting principles
- Strong English fluency (written and verbal)
- Customer service experience (essential)
- Excellent attention to detail and problem-solving skills
- Empathetic and people-oriented communication style
- Comfortable working asynchronously and with U.S. time zones
- Ability to accommodate flexible hours during peak tax seasons