Bookkeeping, Customer Support Specialist

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

📋 Description

• Evaluate and organize transactions that are unable to be processed automatically.

• Reconcile monthly financial records for designated client accounts.

• Detect and report any unusual or questionable transactions.

• Ensure precise coding in accordance with established accounting standards and IRS chart of accounts guidelines.

• Manage roughly 5–6 client accounts per specialist.

• Address client queries related to transactions and bookkeeping issues through the support platform.

• Conduct brief consultations (via email or phone) to clarify transaction specifics.

• Maintain a compassionate and professional communication approach.

• Manage cases that require ongoing communication to ensure accuracy.

• Review bookkeeping activities prior to the monthly close.

• Ensure adherence to bookkeeping standards and procedures.

• Escalate complex issues when needed.

• Record customer interactions and updates in the support system.

• Follow internal workflows and bookkeeping protocols.

• Keep financial records organized for auditing and tracking purposes.

⛳️ Requirements

• Previous bookkeeping experience (of any level).

• Knowledge of general accounting principles.

• Strong proficiency in English (both written and verbal).

• Customer service experience is essential.

• Exceptional attention to detail and problem-solving abilities.

• Empathetic and people-centered communication style.

• Comfortable working asynchronously and in U.S. time zones.

• Ability to work flexible hours during peak tax seasons.

• Experience with large accounting firms is a plus (e.g., Big 4 background).

🏝️ Benefits

• N/A