Remote Client Success CPA for Builders

Mybuildercpa; Xico; A distancia; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A remote accounting firm is seeking a Client Success Advocate to engage with clients on complex financial topics. The role requires deep technical expertise, strong communication skills, and at least 5 years of accounting experience. You will handle escalated inquiries, support clients in business valuations, and coach Staff Accountants. A competitive salary of $3,000 monthly plus bonuses is offered for this full-time position.

Servicios

Competitive monthly salary

Performance-based quarterly bonuses

Flexible remote work environment

Long-term growth opportunities

Collaborative team culture

Formación

• 5+ years of accounting experience in a client-facing role.
• Strong knowledge of QuickBooks or Buildertrend required.
• Ability to navigate ambiguity and create independent solutions.

Responsabilidades

• Act as the main contact for escalated client inquiries.
• Assist clients with business valuation and acquisition preparation.
• Coach Staff Accountants for accuracy and timeliness.
• Collaborate on firm-wide workflows for improved client experience.

Conocimientos

Client-facing roles

Proactive mindset

Critical thinking

Problem-solving

Attention to detail

Communication

Educación

CPA designation or equivalent advanced accounting credentials

Herramientas

QuickBooks

Buildertrend

JobTread

Descripción del empleo

A remote accounting firm is seeking a Client Success Advocate to engage with clients on complex financial topics. The role requires deep technical expertise, strong communication skills, and at least 5 years of accounting experience. You will handle escalated inquiries, support clients in business valuations, and coach Staff Accountants. A competitive salary of $3,000 monthly plus bonuses is offered for this full-time position.