We are seeking experienced finance professionals to provide omnichannel chat support for SMB (small and medium-sized business) owners. This role involves answering both general help questions and complex, data-heavy accounting queries.
• Must have a QuickBooks account or be willing to download and utilize the free trial version.
This is a fully remote role, but candidates must be located in the following states: Alabama Arizona Colorado FloridaI daho Iowa Kentucky Michigan Minnesota Mississippi Missouri Montana New York North Carolina North Dakota Oklahoma Pennsylvania South Carolina South Dakota TexasVirginia Wisconsin Wyoming
Requirements
• Active user of QuickBooks Online (QBO)
• Proven experience in accounting or bookkeeping
• Prior experience with omnichannel chat support
• Strong understanding of financial concepts and data analysis
• Ability to handle complex, data-driven accounting questions
• Experience working with SMB clients is preferred.
Responsibilities
• Respond to customer queries via omni chat platforms
• Handle accounting-related questions requiring deep financial expertise
• Support SMB business owners with bookkeeping and financial guidance
• Analyze and interpret financial data to provide accurate responses
• Complete assigned PPT-based tasks as needed
Nice To Have
• SMB business owners with hands-on accounting experience
• Previously engaged experts with relevant domain expertise
• Accountants/bookkeepers comfortable with high-volume, data-heavy queries