Quickbooks Certified Accountant - Client Onboarding Specialist

February 8

Apply Now

Receive Emails with Similar Jobs

OnlyExperts

WebsiteLinkedInAll Job Openings

OnlyExperts is a company that specializes in providing offshore accounting experts at a significant cost saving compared to hiring locally in the U. S. They offer a wide range of accounting roles including bookkeepers, staff accountants, accounting managers, and payroll specialists, all pre-vetted by experienced CFOs and accounting leaders. OnlyExperts focuses solely on full-time offshore placements, primarily from the Philippines and Latin America, ensuring candidates with strong English and technical accounting skills who are familiar with U. S. GAAP. By charging a flat fee, the company helps organizations save up to 80% of the cost of hiring equivalent U. S. -based talent.

recruiting • staffing • accounting • offshore recruiting • offshore

2 - 10 employees

💸 Finance

🎯 Recruitment

📋 Description

• Role: Quickbooks Certified Accountant (Client Onboarding Specialist) • Overview: • We are hiring for our client who is a cloud-based software solution providing asset management, operations management, investor management, data analytics, and automation, in real-time dashboards, for companies that own, manage, and lease commercial real estate. The client's product integrates with QuickBooks. The client is headquartered in Cedar Rapids, IA. The position is remote. • Ideal Candidate • This person is customer-focused, takes ownership of their tasks, and is results-oriented. • Dedication is required to be part of something transformative. • The Role: • Assist with the onboarding activities of the customers, including data entry of legal documents such as leases and loans, meetings on Zoom with the team and customers, and other software-related tasks as needed • Assist with customer service questions • Assist with writing Knowledge Base articles when questions repeatedly come up • Must Haves: • Experience with QuickBooks Desktop or QuickBooks Online • Excellent English speaking and writing skills • Excellent customer service skills • Strong technical experience - able to troubleshoot technology issues by themselves • Patience for digging through complex, messy records from our customers • Ability to drive projects to completion • Attention to detail – both with data and processes • Ability to communicate well with customers and internally (written and verbally) on progress and questions • Ability to identify process improvements • Team player – works closely with other team members to achieve common goals • Strong follow-through skills • Sense of urgency • Ability to work effectively remotely • Preferred Skill and Experience: • Experience in the real estate industry – owning or managing real estate, banking, realtor/broker • Accounting degree • QuickBooks ProAdvisor Certification • Experience with Zoom, Slack, Google Suite, Smartsheet, HubSpot

🎯 Requirements

• Access to a space that is conducive to customer meetings - meaning a clean, professional background without others in the vicinity • Must maintain a consistent remote work location, ensuring stable work hours and avoiding frequent changes in time zones • High-speed internet connection • Computer equipment to perform work • Located in Latin America