Bookkeeping Specialist (AI & Automation Focus)

Journeyfront; Monterrey; Presencial; MXN 134.000 - 201.000; Jornada completa

Descripción de la vacante

Journeyfront is seeking a Bookkeeping Specialist to maintain accurate, tax-focused records for small business clients, primarily on a cash-basis framework. You will use QuickBooks Online and automation tools to streamline workflows and ensure precise financial data.

You will perform reconciliations, journal entries, and month-end close, and prepare financial statements for review while ensuring US payroll and sales tax compliance. Strong multitasking across client portfolios is essential.

Formación

• Strong experience with QuickBooks Online.
• Solid understanding of US accounting principles and cash-basis reporting.
• Experience using Kick and Claude to automate bookkeeping workflows.
• Proficient in bank reconciliations, journal entries, and GL management.
• Experience with preparing financial statements and managing month-end close.
• Knowledge of sales tax compliance, LLC filings, and US payroll regulations.

Responsabilidades

• Perform monthly bank and credit card reconciliations for multiple clients.
• Utilize Kick and Claude to automate data entry categorization and workflows.
• Prepare and post journal entries while maintaining GL accuracy.
• Manage month-end close processes and prepare financial statements for review.
• Identify and correct accounting discrepancies independently and efficiently.
• File sales tax returns and assist with LLC annual reports.
• Process light payroll and apply knowledge of US payroll laws.
• Apply correct accounting treatment for asset sales, equity transactions, liabilities and basis considerations.
• Assist with cleanup and catch-up bookkeeping projects for client portfolios.
• Maintain books in alignment with tax-focused reporting practices.
• Communicate through internal systems when clarification is needed.

Conocimientos

QuickBooks Online

US accounting principles

Cash-basis reporting

Bank reconciliations

Journal entries

General ledger management

Sales tax compliance

US payroll regulations

Herramientas

Kick

Claude

Descripción del empleo

The Bookkeeping Specialist maintains accurate, timely, and tax-focused financial records for small business clients, primarily on a cash-basis reporting framework. Operating in a structured, process-driven environment, this role combines core accounting workflows such as reconciliations, financial statement preparation, and compliance filings with AI tools to streamline production and optimize accounting operations.

Responsibilities

• Perform monthly bank and credit card reconciliations for multiple clients using automation tools.
• Utilize Kick and Claude to automate data entry categorization and accounting workflows.
• Prepare and post journal entries while maintaining general ledger accuracy.
• Manage month end close processes and prepare financial statements for review.
• Identify and correct accounting discrepancies independently and efficiently.
• File sales tax returns and assist with compliance filings such as LLC annual reports.
• Process light payroll and apply knowledge of US based payroll laws.
• Apply correct accounting treatment for asset sales equity transactions liabilities and basis considerations.
• Assist with cleanup and catch up bookkeeping projects for client portfolios.
• Maintain books in alignment with tax focused reporting practices.
• Communicate through internal structured systems when clarification is needed.

Requirements

• Strong working experience in QuickBooks Online.
• Deep understanding of US accounting principles and cash basis reporting frameworks.
• Proven hands on experience using Kick and Claude to automate bookkeeping workflows.
• Solid experience with bank reconciliations journal entries and general ledger management.
• Experience preparing financial statements and managing month end close processes.
• Working knowledge of sales tax compliance LLC filings and US payroll regulations.
• Strong understanding of equity liabilities basis and asset sales reporting.
• Demonstrated experience managing multiple client accounts simultaneously.
• Ability to identify accounting errors and resolve them independently without supervision on core accounting principles.
• Strong time management detail orientation and process driven problem solving skills.

Nice to Have

• Experience with job costing and construction based client accounts.
• Prior experience in a tax preparation or public accounting firm environment.
• Experience assisting with operational process improvement and internal software integration.

What Success Looks Like

• Delivering accurate financial statements consistently and on time.
• Successfully leveraging Kick and Claude to reduce manual data entry.
• Solving accounting discrepancies independently within scope with minimal repeated instruction.
• Maintaining reliable ownership and management of the assigned client portfolio.
• Demonstrating a continuous operational improvement mindset across accounting workflows.