Bookkeeping, Customer Support Specialist
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Job Description
Bookkeeping & Customer Support Specialist assisting U.S. therapy practice owners remotely. Handling bookkeeping and providing customer support with empathy and precision.
Responsibilities:
- Revisar y clasificar transacciones que no pueden ser procesadas automáticamente
- Conciliar libros mensuales para cuentas de clientes asignadas
- Identificar y señalar transacciones inusuales o cuestionables
- Asegurar una codificación precisa basada en las pautas estándar contables y del IRS
- Gestionar aproximadamente 5–6 cuentas de clientes por especialista
- Responder a consultas de clientes sobre transacciones y asuntos contables a través de plataformas de soporte
- Realizar consultas breves (por correo electrónico o teléfono) para aclarar detalles de transacciones
- Mantener un estilo de comunicación empático y profesional
- Manejar casos que requieren comunicación repetida para precisión
- Revisar el trabajo contable antes del cierre mensual
- Asegurar el cumplimiento de estándares y procedimientos contables
- Escalar problemas complejos cuando sea necesario
- Documentar interacciones y actualizaciones de clientes en el sistema de soporte
- Seguir flujos de trabajo internos y procedimientos contables
- Mantener registros financieros organizados para fines de auditoría y seguimiento
Requirements:
- Experiencia previa en contabilidad (cualquier nivel)
- Familiaridad con principios contables generales
- Fluidez en inglés (escrito y verbal)
- Experiencia en servicio al cliente (esencial)
- Excelente atención a los detalles y habilidades para resolver problemas
- Estilo de comunicación empático y orientado a las personas
- Cómodo trabajando de forma asincrónica y con horarios de EE. UU.
- Capacidad para acomodar horas flexibles durante las temporadas altas de impuestos
- Experiencia con grandes firmas contables es un plus (por ejemplo, experiencia en Big 4)
Benefits:
- Flexibilidad laboral durante temporadas altas de impuestos
- Oportunidad de desarrollo profesional
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