Remote Bookkeeper and Client Support Specialist

Overview

This role involves managing bookkeeping tasks and providing exceptional client support for small businesses in a remote-first environment.

In Short

• Manage bookkeeping and account management tasks.
• Serve as the primary contact for clients.
• Communicate effectively with clients via chat, email, and phone.
• Proactively identify and resolve client issues.
• Collaborate with teams using tools like Salesforce and Slack.
• Conduct monthly financial reviews for accuracy.
• Maintain accurate ledgers and reconcile accounts.
• Build relationships with small business owners.
• Ensure client satisfaction and ownership of deliverables.
• Work during North American business hours.

Requirements

• 2+ years of U.S. bookkeeping or tax filing experience.
• Strong communication skills and customer service mindset.
• Proficiency in QuickBooks, Xero, or similar software.
• Attention to detail and proactive attitude.
• Degree in Accounting, Finance, or related field.
• Must be based in the Philippines.
• Must meet hardware and internet requirements.

Benefits

• Remote-first flexibility.
• Collaborative and growth-oriented team.
• Continuous learning and development opportunities.