Accounting Manager: Lead Client Relationships & AI Bookkeeping

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

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.