This is a fully remote position, open to applicants in Canada.

📋 Description

• Precisely categorize transactions, reconcile accounts, and ensure ledgers are maintained accurately.

• Detect and address discrepancies in bookkeeping.

• Perform monthly financial assessments to verify that clients' records are precise and current.

• Act as the primary liaison for small business owner clients.

• Engage with clients professionally through chat, email, and phone communications.

• Foster client relationships and clearly articulate financial information.

• Proactively identify and resolve client issues.

• Take ownership of the client experience from beginning to end.

• Work collaboratively with internal teams utilizing Bench App, Salesforce, and Slack.

⛳️ Requirements

• Active QuickBooks Online Certification is mandatory.

• Minimum of 1 year of experience in bookkeeping, auditing, or tax preparation.

• At least 1 year of customer-facing or client service experience, preferably with U.S.-based clients.

• Exceptional spoken and written English language skills.

• Strong customer service orientation and the ability to convey financial information clearly and empathetically.

• Practical experience with QuickBooks Online.

• High level of attention to detail, excellent problem-solving abilities, and a proactive mindset.

• A degree in Accounting, Finance, or a related discipline, or equivalent professional experience.

• Residency in the Johannesburg area is required.

• Availability to work during North American business hours (9 AM–5 PM EST or PST).

• Must comply with Bench’s minimum hardware and internet specifications.

🏝️ Benefits

• Option for remote work.

• Full-time employment.