Accounting Services Associate

Are you passionate about helping clients while ensuring financial accuracy? If you’re detail-oriented, empathetic, and enjoy problem-solving, this role is for you! We’re looking for an Accounting Services Associate to be the go-to resource for our clients, providing outstanding support while managing bookkeeping tasks with precision.

Key Responsibilities:

• Serve as the primary point of contact for a portfolio of clients, ensuring they receive top-tier service and clear financial guidance.
• Perform basic bookkeeping tasks, including invoice processing, payment tracking, and financial data entry.
• Organize and manage client financial data, categorizing transactions and reconciling accounts accurately.
• Build strong, trust-based relationships with small business owners, helping them navigate their financial processes with confidence.
• Address client inquiries, troubleshoot issues, and offer expert insights on financial reports.
• Regularly review and update account records, ensuring compliance and precision.
• Identify and resolve discrepancies, proactively assisting clients with their financial concerns.

Qualifications:

• 2+ years of bookkeeping or accounting experience in the United States
• 1 year in roles involving close customer service
• Advanced professional English
• Knowledge of bookkeeping/accounting software (e.g., QuickBooks, SAP, NetSuite, Xero)

  Work Hours: 9:00 AM – 6:00 PM PST