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Client Account Manager
LATAM Tiempo completo
Acerca del cliente:
Our client is a fast-growing US-based firm that provides comprehensive accounting, tax, and strategic finance services to ambitious business owners. With a strong team operating across the U.S., Latin America, and the Philippines, they function as one aligned global team.
Descripción del rol:
We are looking for a Client Accounting Manager based in Latin America, you will be the face of the company to our clients (from the comfort of your own home or wherever you choose to work). That means we are looking for the best of the best. While accounting will be part of your daily routine, most of your time will be spent interacting with clients and overseeing bookkeepers.
Requisitos:
Advanced English proficiency (written + spoken) required. This is a client-facing role with US-based clients; you’ll lead calls, write client-ready emails, and document work in English
Reliable remote setup: Stable high-speed internet, quiet workspace suitable for client calls, and ability to use Zoom/Google Meet with camera/audio (equipment will be provided to you by the company)
Client-facing communication: Demonstrated experience leading client meetings, setting agendas, and communicating accounting topics clearly to non-accountants
Comfortable working with confidential financial information; able to comply with security policies (MFA, password manager, device encryption, locked screen, secure Wi-Fi)
Willing to complete a background check
An innate desire to serve people, especially business owners
An obsession with meeting deadlines and keeping agreements
A problem-solver who works independently with minimal oversight
A minimum of 6 years of experience in small business accounting (US experience preferred), such as:
Categorizing transactions
Reconciling bank accounts
Making accrual adjusting entries
Reconciling fixed assets
Maintaining debt schedules
Preparing and analyzing financial statements
Experience managing bookkeepers and reviewing financial statements
A wizard with computers, spreadsheets (especially Google Sheets), and accounting software
Coaching and mentoring experience
Ability to self-teach and develop proficiency with a variety of technology and software
Comfortable delegating and overseeing routine work by digging into business processes, troubleshooting a problem, or giving training
Comfortable working in Slack and a task management system, and documenting workflows (SOPs/checklists) in a remote environment
Experience with US business income tax and sales tax returns (bonus, but not required)
Beneficios:
The role is a full-time (40 hours/week) independent contractor position.
Includes 2 weeks of paid time off and 8 paid holidays provided under our working agreement (holiday schedule will be agreed upon at hire - you can choose US holidays or your local holidays - and documented as part of your working agreement)
Must have at least 4 hours of daily overlap with US Mountain Time between 9am–5pm MT (Mon–Fri) and flexibility for additional overlap to accommodate meeting schedules. Client meetings typically occur during US business hours
Account Manager Accounting Quickbooks Bill.com Gusto US GAAP CPA