Bachelor’s degree in Accounting, Finance, or related discipline. At least 2+ years of U.S. bookkeeping or tax filing experience with SMBs. At least 2+ years of direct customer communication (email/calls) supporting SMB clients. Working knowledge of accounting principles, softwares, and modern cloud workflows. Attention to detail and an ownership mentality. Coachability and growth-oriented mindset. Comfort with Google Workspace / Microsoft Office. Clear, concise, and client-friendly English communication.