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Bookkeeping operations specialist

Guadalajara, Jal
Opsarmy
Publicada el 30 abril
Descripción

Bookkeeping operations specialist | mexico | remoteoverviewwe 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 specialist2.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 accuracy3.quality assurance- review bookkeeping work prior to monthly close- ensure compliance with bookkeeping standards and procedures- escalate complex issues when necessary4.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 purposesqualifications & 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 systemswork schedule- must overlap with u.s. business hours- flexibility required during tax season peaks#j-*-ljbffr

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