Accounting Manager — Client-Facing & AI-Driven

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

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.