Certified Bookkeeper

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

📋 Description

• Accurately classify transactions, reconcile accounts, and uphold organized ledgers.

• Detect and address discrepancies.

• Perform monthly financial assessments to guarantee that every client's records are precise and current.

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

• Deliver empathetic, professional, and clear communication through chat, email, and phone.

• Foster strong client relationships by conveying financial information in an understandable manner.

• Proactively identify and resolve client issues.

• Oversee the client experience from beginning to end, ensuring satisfaction and trust.

• Collaborate with internal teams utilizing tools such as Bench App, Salesforce, and Slack.

⛳️ Requirements

• Active QuickBooks Online Certification is mandatory.

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

• A minimum of 1 year of experience in customer-facing or client service roles, preferably supporting U.S.-based clients.

• Exceptional spoken and written English proficiency is required (clear, confident, and professional communication is essential).

• Strong customer service orientation with the capability to explain financial concepts clearly and compassionately.

• Practical experience using QuickBooks Online.

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

• Degree in Accounting, Finance, or a related field (or equivalent experience).

• Must reside in the Mexico City area.

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

• Must fulfill Bench’s minimum hardware and internet criteria for effective communication and workflow.

🏝️ Benefits

• Employees have the option to work remotely.