Location: Remote, United States
Date published: 20-Sep-2024
Job ID: 133583
Description and Requirements
The QuickBooks Live Bookkeeping Expert Assisted role is a customer-facing position responsible for providing professional guidance to Small Business Owners managing their businesses through QuickBooks Online. This role requires a deep understanding of QuickBooks Online, along with strong bookkeeping, customer service, and technical skills. The ideal candidate will exhibit critical thinking, problem-solving, and flexibility while working in a fast-paced, virtual environment with minimal supervision.
Qualifications
- 3+ years of bookkeeping and/or accounting experience
- Minimum 1 year of QuickBooks Online experience
- QuickBooks Online ProAdvisor Certification required
- CPB (Certified Professional Bookkeeper) preferred, but not required
- Intuit Academy Bookkeeping Certificate recommended
- Customer service experience, including interacting through video and audio tools in a professional, friendly, and reassuring manner
- Experience supporting Payroll, Sales Tax, or Tax Preparation preferred, but not required
- Strong attention to detail and ability to manage multiple tasks
- Strong written and verbal communication skills
- Proficient with technology, with a strong knowledge of computer software and the ability to learn new technologies quickly
- Dedicated high-speed internet connection (DSL, cable, or fiber)
Responsibilities
- Provide bookkeeping guidance to QuickBooks Online small business owners via video and audio tools, maintaining a professional, friendly, and reassuring tone
- Create high-quality customer interactions that instill confidence, using deep customer empathy and expertise in QuickBooks Online
- Guide small business owners on bookkeeping best practices and how to make optimal use of QuickBooks Online
- Review information input by small business owners for accuracy, assist with troubleshooting, and provide insights on their financial data
- Critical thinking and problem-solving to address bookkeeping issues and customer inquiries
- Willingness to learn and support new products and services
Scheduling (assuming current Select-time guidelines)
- 20-40 hours/week
- Flexible schedule, with encouragement for PM hours
Key Skills & Attributes
- Strong customer service skills, ensuring interactions are professional, friendly, and reassuring
- Ability to work in a fast-paced virtual environment with minimal supervision
- Critical thinking, problem-solving, and determination in addressing customer needs
- Willingness to learn and support new products and services as they are introduced