QuickBooks / Finance Specialist

We are looking for a highly skilled and customer-oriented QuickBooks Specialist to join our team. In this role, you will provide real-time support to clients using QuickBooks Online (QBO), addressing their accounting and bookkeeping concerns, offering guidance on best practices, and delivering insightful financial consulting.

This is a client-facing position requiring strong communication skills, in-depth knowledge of accounting workflows, and hands-on experience with QuickBooks. The ideal candidate is proactive, detail-driven, and passionate about helping clients solve financial challenges efficiently.

Key Responsibilities:

Provide live support to clients using QuickBooks Online (QBO)
Resolve accounting and bookkeeping queries in real time
Guide users through accounting best practices and software features
Assist with account setup, reconciliation, reporting, and other QBO functions
Deliver expert consulting on accounting processes and financial data interpretation
Maintain accurate documentation of client interactions and resolutions

Requirements:

3 - 5 years of hands-on experience in accounting, bookkeeping, or financial consulting
Proficiency in QuickBooks Online (QBO) is required
Strong understanding of accounting principles and workflows
Experience in client support or customer service is a plus
Excellent problem-solving skills and attention to detail
Strong communication and interpersonal abilities
Ability to manage multiple client sessions and prioritize effectively
Relevant certification in QuickBooks or accounting is preferred (e.g., QuickBooks ProAdvisor, CPA, etc.)