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Bookkeeping Operations Specialist | Remote:
Overview:
We are seeking a detail-oriented and customer-focused Bookkeeping Operations Specialist to support U.S.based clients, primarily therapy practice owners. This role combines hands-on bookkeeping work with strong customer communication, ensuring accurate financial records while providing a human-centered support experience.
Key Responsibilities:
1. Transaction Management (Core Focus)
- 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
2. Customer Communication & Support
- Respond to client inquiries regarding transactions and bookkeeping matters via support platform
- Maintain an empathetic and professional communication style
- Handle cases requiring back-and-forth communication for accuracy
3. Quality Assurance
- Review bookkeeping work prior to monthly close
- Ensure compliance with bookkeeping standards and procedures
- Escalate complex issues when necessary
4. Documentation & Process
- Document customer interactions and updates in the support system
- Follow internal workflows and bookkeeping procedures
- Maintain organized financial records for audit and tracking purposes
Qualifications & Skills:
- 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 versátil hours during peak tax seasons
- Experience with large accounting firms is a plus (e.g., Big 4 background)
Tools & Software Familiarity:
- Customer sup
Postúlate en Kit Empleo: kitempleo.com.co/empleo/1at5uw