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 Bench App, Salesforce, and Slack
- QuickBooks Online Certification is required (active certification)
- 1+ year 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)
- Must be based in the Mexico City area and available to work North American business hours (9 AM – 5 PM EST or PST)
- Must meet Bench’s minimum hardware and internet requirements for smooth communication and workflow