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QuickBooks Live Bookkeeping Expert Assisted - Work from Home (Seasonal)

Remote, USA Full-time Posted 2025-04-16

Overview

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

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