Bookkeeper with Client Relations Experience

hace 2 semanas

Mexico City Sagan A tiempo completo

Job Title: Bookkeeper with Client Relations Experience - Latam
Location: Remote (EST Timezone)

Work Schedule: Monday - Friday, 8AM to 5PM EST

About the Role:

This role will be focusing on the Short-Term Rental (STR) Property Manager segment of our business with the goal of providing a great initial experience with our company to new clients and delivering their files to our production team with clean books and a fully functioning software environment.

Our company offers strategic and operational support to property managers in the short-term rental space, including bill pay, owner statements, and trust accounting. The company is seeking an experienced client-facing bookkeeper, who is looking for a new challenge in a flexible, full-time role.

What Your Day-to-Day Will Look Like:

  • Lead client engagement during the onboarding phase.
  • Request and organize initial financial data from new clients. This typically includes access to the following data: accounting software, banking and credit card data, and other industry-specific software (e.g. Airbnb, VRBO, Stripe).
  • Set up and link all banking, credit card, payroll, etc. software inside of clients QBO.
  • Configure short-term rental-specific bookkeeping software (VR Platform).
  • Cleanup of clients' financial records, which may involve catch-up/clean-up bookkeeping tasks such as refining balance sheets and conducting precise bank account reconciliations.
  • Customize recurring weekly and monthly workflows as needed and hand off clients to production staff.
  • Recommend improvements and consistencies in the STR bookkeeping workflows across our clients.

What You Need to Succeed:

Preferred Qualifications:

  • Bachelor's degree in Accounting, Finance, or related fields.
  • Extremely well-organized and detail-oriented. Loves being in the details to make sure the complete picture is captured.
  • Ability to handle multiple tasks and priorities simultaneously.
  • Experience working with QuickBooks Online Pro Advisor is a plus.
  • Previous experience with a bookkeeping/accounting firm in a client-facing role.
  • Comfortable with technology and learning new software.
  • Excellent verbal and written communication skills.
  • Comfortable leading calls/zoom with new clients.
  • Loves a checklist and driving tasks across the finish line.
  • Effective communication - able to explain complex concepts in simple, easy-to-follow terms.
  • Customer friendliness - enjoy helping others and working collaboratively to reach a solution.

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