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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in bookkeeping and client relationship management, with a strong focus on accuracy in financial reporting and proactive problem-solving. Proficient in QuickBooks Online and effective communication across various channels to enhance client experience.
Highest-signal resume keywords
QuickBooks Online Certification3+ Years Bookkeeping ExperienceCustomer-Facing ExperienceExcellent English ProficiencyAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BookkeepingAuditingTax PreparationFinancial ReviewTransaction CategorizationAccount ReconciliationProblem-SolvingFinancial Reporting
Soft Skills
Customer Service MindsetClear CommunicationEmpathy
Tools & Technologies
QuickBooks OnlineSalesforceSlack
Certifications & Qualifications
QuickBooks Online Certification
Industry Keywords
Client ExperienceU.S.-Based ClientsFinancial InformationProactive Approach
About the role
Key responsibilities & impact- Accurately categorize transactions, reconcile accounts, and maintain clean ledgers
- Identify and resolve discrepancies
- Conduct monthly financial reviews to ensure clients’ books are accurate and up to date
- Serve as the main point of contact for small business owner clients
- Communicate professionally and clearly across chat, email, and phone
- Build strong client relationships by explaining financial information accessibly
- Identify and resolve client concerns proactively
- Own the client experience from start to finish
- Collaborate with internal teams using Salesforce and Slack
Requirements
What you’ll need- QuickBooks Online Certification is required (active certification)
- 3+ years of experience in bookkeeping, auditing, or tax preparation
- 1+ years of customer-facing or client service experience, ideally supporting U.S.-based clients
- Excellent spoken and written English proficiency
- Strong customer service mindset with the ability to explain financial information clearly and empathetically
- Hands-on experience using QuickBooks Online
- High attention to detail, strong problem-solving skills, and a proactive approach
- Degree in Accounting, Finance, or related field, or equivalent experience
- Must be based in the Johannesburg area
- Must be available to work North American business hours (9 AM–5 PM PST)
- Must meet Bench’s minimum hardware and internet requirements
Benefits
Comp & perks- Remote work option
- Full-time employment
- Opportunity to work with a streamlined accounting, HR, and hiring solution
- Must meet minimum hardware and internet requirements for smooth communication and workflow
