Job Description

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 client’s 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 Salesforce and Slack

Qualifications

• QuickBooks Online Certification is required (active certification)
• 3+ years of experience in bookkeeping, auditing, or tax preparation
• 1+ 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)
• Strong customer service mindset with the ability to explain financial information clearly and empathetically
• Hands-on experience using QuickBooks Online
• 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 the United States and available to work American business hours (9 AM – 5 PM EST or PST)
• Must meet Bench’s minimum hardware and internet requirements for smooth communication and workflow