Job Overview

A modern accounting software company is seeking a Customer Support Specialist (Accounting & Bookkeeping) to assist accountants and small business owners with their financial workflows. In this remote role, you will analyze client books, identify accounting errors, and provide hands-on cleanup assistance primarily through chat and email. You will also answer software-related questions and occasionally conduct video calls to help clients navigate payroll and ledger tools. This full-time position is ideal for a detail-oriented candidate with a background in junior bookkeeping and technical customer support.

Schedule: Mon-Fri, 11:00 AM - 7:00 PM PST (40 hours per week)

Responsibilities

• Provide customer support primarily via chat and email to accountants and small business clients
• Review and analyze client accounting books to identify errors and discrepancies
• Clean and fix messy books when clients need hands-on assistance
• Advise clients on their accounting questions and guide them through best practices
• Conduct occasional Google Meet calls for more complex support issues (approximately 5% of interactions)
• Troubleshoot software-related accounting questions and provide clear explanations
• Help clients understand and use the full suite of accounting tools including payroll and practice manager features

Must-Have Requirements

• Bookkeeping or junior bookkeeping experience with ability to clean client books
• Ability to identify errors in accounting books and understand why they occurred
• Customer service experience with strong written communication skills
• Comfortable providing support via chat and email as primary channels
• Capable of advising clients on accounting matters and explaining financial concepts clearly

Nice-to-Have Requirements

• Bonus if you have experience with accounting software platforms like QuickBooks or Xero
• It helps if you're comfortable conducting video support calls via Google Meet
• Bonus if you have finance assistant experience

Independent Contractor Perks

Permanent work from home

Immediate hiring

Health Insurance Coverage for eligible locations

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

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