Job Title

Bookkeeping Operations Specialist | 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. Apply here: Key Responsibilities1. Transaction Management (Core Focus) 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 specialist 2. 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 accuracy 3. Quality Assurance Review bookkeeping work prior to monthly close Ensure compliance with bookkeeping standards and procedures Escalate complex issues when necessary 4. 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 purposes Qualifications & SkillsPrior 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 FamiliarityCustomer support platforms (e.g., Zendesk or similar) QuickBooks or comparable accounting software (training provided on internal tools) General comfort with financial and SaaS platforms Willingness to learn proprietary bookkeeping systems Work ScheduleMust overlap with U.S. business hours Flexibility required during tax season peaks Apply here: