Bookkeeping & Customer Support Specialist | Lima | Remote

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