Bookkeeping & Account Management
Accurately categorize transactions reconcile accounts and maintain clean ledgers
Identify and resolve discrepancies with care and attention to detail
Conduct monthly financial reviews to ensure every clients books are accurate and up to date
Client Support & Communication
Serve as the main point of contact for your clients small business owners who rely on your guidance
Provide empathetic professional and clear communication across chat email and phone
Build strong relationships by explaining financial information in a way clients can easily understand
Problem Solving & Ownership
Take initiative to identify and resolve client concerns proactively
Own the client experience from start to finish ensuring satisfaction and trust
Collaborate with internal teams using tools like Bench App Salesforce and Slack
Qualifications :
1 year of experience in bookkeeping auditing or tax preparation
2 years of customer-facing or client service experience ideally supporting U.S.-based clients
Excellent spoken and written English proficiency (clear confident and professional communication is a must)
A strong customer service mindset with the ability to explain financial information clearly and empathetically
Proficiency in QuickBooks Xero or similar accounting software
High attention to detail strong problem-solving skills and a proactive approach
Degree in Accounting Finance or related field (or equivalent experience)
Additional Information :
Must be based in Mexico and available to work North American business hours (9 AM 5 PM EST or PST)
Must meet Benchs minimum hardware and internet requirements for smooth communication and workflow
What We Offer
100% remote-first flexibility
A collaborative tech-savvy and people-focused culture
Ongoing learning and development opportunities to grow your career
Remote Work :
No
Employment Type :
Full-time
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