Accounting Manager

Formulated Automation; Ciudad de México; On-site; MXN 600,000 - 900,000; Full time

Benefits offered by this job

Ownership of client relationships

Dedicated bookkeeper support

Opportunity to work with AI-powered AI

Job summary

Formulated Automation is seeking an Accounting Manager in Latin America, focusing on a portfolio of SMBs. You will oversee full accounting and bookkeeping cycles with support from a dedicated bookkeeper, ensuring accurate records and timely tax compliance.

You should bring hands-on experience with US and Canadian tax rules, QBO/Xero proficiency, and the ability to communicate complex financial data clearly to business owners during calls and written updates.

Qualifications

• Strong accounting and bookkeeping fundamentals including bank reconciliations and month-end close.
• Solid knowledge of US and Canadian tax regulations and compliance obligations.
• Hands-on experience with sales tax filings (GST/HST).
• Proficiency in QuickBooks Online and Xero.
• Experience with fintech tools and integrations (Plooto, Ramp, Stripe, Dext).
• Ability to explain P&L and aging reports clearly to business owners.

Responsibilities

• Oversee full accounting and bookkeeping cycle for a portfolio of SMBs.
• Maintain accurate financial records and ensure tax compliance.
• Lead client calls and own client relationships with proactive communication.
• Collaborate with the dedicated bookkeeper to support operations.
• Leverage AI tools to improve efficiency and analysis.

Skills

Bank reconciliations

Month-end close

Financial reporting

Client communication

US/Canada tax knowledge

QBO

Xero

AI-enabled workflows

Google Workspace

Tools

QuickBooks Online (QBO)

Xero

Plooto

Ramp

Stripe

Dext

Claude

ChatGPT

Gemini

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.