Bookkeeping & Customer Support Specialist | Mexico City | Remote

Job Description

Bookkeeping & Customer Support Specialist | Remote

Overview

We are seeking a detail-oriented and customer-focused Bookkeeping & Customer Support 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: https://operationsarmy.com/application

Key Responsibilities

1. 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 & Skills

• Prior 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 Familiarity

• Customer 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 Schedule

• Must overlap with U.S. business hours
• Flexibility required during tax season peaks

Apply here: https://operationsarmy.com/application