Bookkeeper With Client Relations Experience - Latam

Job Title: Bookkeeper with Client Relations Experience Latam
Location: Remote (EST Timezone)

Work Schedule: Monday Friday 8AM to 5PM EST

About the Role:

This role will be focusing on the ShortTerm Rental (STR) Property Manager segment of our business with the goal of providing a great initial experience with our company to new clients and delivering their files to our production team with clean books and a fully functioning software environment.

Our company offers strategic and operational support to property managers in the shortterm rental space including bill pay owner statements and trust accounting. The company is seeking an experienced clientfacing bookkeeper who is looking for a new challenge in a flexible fulltime role.

What Your DaytoDay Will Look Like:

• Lead client engagement during the onboarding phase.
• Request and organize initial financial data from new clients. This typically includes access to the following data: accounting software banking and credit card data and other industryspecific software (e.g. Airbnb VRBO Stripe).
• Set up and link all banking credit card payroll etc. software inside of clients QBO.
• Configure shortterm rentalspecific bookkeeping software (VR Platform).
• Cleanup of clients financial records which may involve catchup/cleanup bookkeeping tasks such as refining balance sheets and conducting precise bank account reconciliations.
• Customize recurring weekly and monthly workflows as needed and hand off clients to production staff.
• Recommend improvements and consistencies in the STR bookkeeping workflows across our clients.

What You Need to Succeed:

Preferred Qualifications:

• Bachelors degree in Accounting Finance or related fields.
• Extremely wellorganized and detailoriented. Loves being in the details to make sure the complete picture is captured.
• Ability to handle multiple tasks and priorities simultaneously.
• Experience working with QuickBooks Online Pro Advisor is a plus.
• Previous experience with a bookkeeping/accounting firm in a clientfacing role.
• Comfortable with technology and learning new software.
• Excellent verbal and written communication skills.
• Comfortable leading calls/zoom with new clients.
• Loves a checklist and driving tasks across the finish line.
• Effective communication able to explain complex concepts in simple easytofollow terms.
• Customer friendliness enjoy helping others and working collaboratively to reach a solution.

Remote Work :

No