Customer Service Bookkeeper

Job description

Company Description

Why You’ll Love Working Here:

If you’re passionate about helping small businesses succeed, thrive in a collaborative environment, and value candor, impact, and care — you’ll feel right at home at Mainstreet (Bench).

We offer a remote-first culture, career growth opportunities, and a supportive, people-first team that celebrates clear communication and client success.

Job 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)

Additional Information

  • Must be based in Mexico 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

What We Offer

  • 100% remote-first flexibility

  • A collaborative, tech-savvy, and people-focused culture

  • Ongoing learning and development opportunities to grow your career

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