Bookkeeping operations specialist | mexico | 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.
- 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
- conduct brief consultations (email or phone) to clarify transaction details
- 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 flexible hours during peak tax seasons
- experience with large accounting firms is a plus (e.g., big 4 background)
tools & software familiarity
- quickbooks or comparable accounting software (training provided on internal tools)
- general comfort with financial and saas platforms
- willingness to learn proprietary bookkeeping systems
work schedule
- must overlap with u.s. business hours
- flexibility required during tax season peaks
#j-18808-ljbffr