[Hiring] Customer Service Bookkeeper @Job Mobz

Role 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 Bench App, Salesforce, and Slack.

Qualifications

• 1+ year of experience in bookkeeping, auditing, or tax preparation.
• 2+ 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).
• A strong customer service mindset with the ability to explain financial information clearly and empathetically.
• Proficiency in QuickBooks, Xero, or similar accounting software.
• High attention to detail, strong problem-solving skills, and a proactive approach.
• Degree in Accounting, Finance, or related field (or equivalent experience).

Requirements

• Must be based in the Philippines 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.

Benefits

• 100% remote-first flexibility.
• A collaborative, tech-savvy, and people-focused culture.
• Ongoing learning and development opportunities to grow your career.