Accounting Manager

Formulated Automation; Medellín; On-site; COP 90,000,000 - 120,000,000; Full time

Benefits offered by this job

Ownership over client relationships

Dedicated bookkeeper support

Job summary

Formulated Automation in Medellín, Colombia seeks an Accounting Manager to oversee the full accounting and bookkeeping cycle for a portfolio of SMEs, supported by a dedicated bookkeeper.

You will handle bank reconciliations, month-end close, accruals, and US/Canadian tax compliance, while keeping clients informed and leading client calls. Proficiency in QBO, Xero, and fintech tools is essential, with a focus on clear communication and process improvement.

Qualifications

• Strong knowledge of accounting and bookkeeping fundamentals.
• Solid knowledge of U.S. and Canadian taxes and compliance obligations.
• Hands-on experience with sales tax filings (GST/HST).
• Proficiency in QuickBooks Online (QBO) and Xero.
• Experience with fintech tools and AP platforms.
• Ability to explain P&L and aging reports clearly.

Responsibilities

• Manage a portfolio of small and medium-sized businesses' full accounting and bookkeeping cycle.
• Maintain accurate financial records and ensure tax filing compliance.
• Keep clients informed and own client relationships from day one.
• Oversee reconciliations, month-end close, and working papers.
• Utilize AI tools to improve efficiency and focus on analysis.

Skills

Accounting knowledge

Bookkeeping fundamentals

US tax regulations

Canadian tax regulations

Client communication

Tools

QuickBooks Online (QBO)

Xero

Plooto

Ramp

Dext

Google Workspace

Job description

Hi there! We are South and our client is looking for an Accounting Manager!

Note To Applicants

• Eligibility: This position is open to candidates residing in Latin America.
• Application Language: Please submit your CV in English. Applications submitted in other languages will not be considered.
• Professional Presentation: We encourage you to showcase your professional experience by including a Loom video in the application form. While this is optional, candidates who provide a video presentation will be given priority.
• Interview Policy: The use of artificial intelligence (AI) tools during interviews are strictly prohibited.
• Note: As part of the final stages of the selection process, contractors may be asked to provide professional references for a reference check. If you're selected, you may also be asked to update their LinkedIn profile.

Who We’re Looking For

We’re looking for an experienced accounting professional with strong accounting and bookkeeping fundamentals, solid knowledge of U.S. and Canadian tax regulations, and the ability to take ownership of client relationships from day one.

In this role, you’ll manage a portfolio of small and medium-sized businesses, overseeing their full accounting and bookkeeping cycle with the support of a dedicated bookkeeper. You’ll be responsible for maintaining accurate financial records, ensuring tax and filing compliance, keeping clients informed, and making sure nothing falls through the cracks.

Key Responsibilities & Requirements

• Strong knowledge of accounting and bookkeeping fundamentals, including bank reconciliations, month-end close, working papers, accruals, deferred revenue, prepaid expenses, and fixed assets.
• Solid knowledge of U.S. and Canadian taxes, including applicable tax regulations, sales tax requirements, and compliance obligations.
• Hands‑on experience managing sales tax filings, including GST and HST, ensuring accurate and timely submissions.
• Advanced proficiency in QuickBooks Online (QBO) and Xero.
• Experience working with fintech and accounting tools, including integrations, AP platforms such as Plooto or Ramp, Stripe, and Dext. Ability to quickly learn and adapt to new systems.
• Ability to explain P&L statements, aging reports, and other financial information to business owners in clear, straightforward language, both in writing and during client calls.
• Excellent written and verbal communication skills, with the ability to respond clearly and promptly.
• Comfortable taking ownership of client relationships, leading client calls, and proactively addressing accounting‑related questions and concerns.
• Experience using AI tools such as Claude, ChatGPT, and Gemini to improve efficiency, automate repetitive tasks, and focus on analysis and decision‑making.
• Proficiency in Google Workspace.

THIS ROLE MAY NOT BE THE RIGHT FIT IF

• You prefer working behind the scenes rather than interacting directly with clients.
• You’re uncomfortable leading or participating in client calls.
• You don’t have strong hands‑on experience with QBO or Xero.
• You lack familiarity with U.S. and Canadian tax requirements.

What You’ll Get

• Real ownership over your client relationships and accounting operations.
• Support from one dedicated bookkeeper.
• The opportunity to work with a team actively building AI-powered accounting workflows, where you can contribute ideas, improve processes, and help shape the way accounting services are delivered.