Remote Senior Staff Accountant & Onboarding Lead

HireLATAM; A distancia; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A modern accounting firm is seeking a Remote Senior Staff Accountant and Onboarding Lead who will take charge of client onboarding and manage bookkeeping processes. The ideal candidate must have 5+ years in accounting, extensive QuickBooks Online experience, and strong communication skills. This is a full-time remote position, requiring excellent organization and the ability to navigate various digital tools. Salary ranges from $2,600 to $3,500 based on experience, plus commissions.

Formación

• 5+ years experience in accounting and bookkeeping.
• 3+ years experience in QuickBooks Online.
• 2+ years experience working with US companies.
• Excellent communication skills across digital channels.

Responsabilidades

• Lead Zoom calls with small business owners to understand their business and accounting.
• Clean up and organize bookkeeping for new clients.
• Ensure prior year tax return matches bookkeeping.

Conocimientos

Accounting experience

QuickBooks Online

Working with US companies

Excellent written and spoken English

Tech savvy

Time management

Attention to detail

Communication skills

Humility and openness to coaching

Persistence

Educación

Accounting degree

Descripción del empleo

Job Title

Remote Senior Staff Accountant & Onboarding Lead (100% Work From Home)

Location: Remote from Latin America

Position Type: Full-time

Salary: $2,600 - 3,500 USD/month depending on experience + commissions on onboarded clients

Schedule: Monday to Friday, 8:30am - 4:30pm Eastern Time

Job Overview

Our client is a steadily growing modern accounting firm for small to mid sized businesses in the US. Their clients are landscapers, roofers, web designers, doctors — busy small business owners who they appreciate dearly. The company provides a monthly subscription for bookkeeping, business taxes, and personal taxes where we serve clients year round. They are ranked in the top 10% of accounting firms nationwide on Clutch.

We’re looking for a great Senior Staff Accountant to lead new client onboarding.

Responsibilities

• Lead Zoom calls with small business owners to understand their business and accounting
• Take new messy clients and clean up their bookkeeping, streamline processes, connect bank feeds, update chart of accounts, then hand it off to teammate for regular monthly bookkeeping
• Clean up existing QuickBooks Online files, as well as open new QuickBooks Online files
• Your daily tasks will be cleanly organized in Canopy, our practice management system, a critical tool that will set you up for success managing work across multiple clients
• As you work, you’ll always stop to ask questions of your team when you aren’t exactly sure what needs to be done
• Understand and connect CRMs such as Jobber, HubSpot, ServiceTitan and Square that integrate with QuickBooks Online
• Make sure the prior year tax return matches the bookkeeping

Qualifications, Skills, and Key Competencies

• 5+ years experience in accounting and bookkeeping
• 3+ years experience in QuickBooks Online
• 2+ year experience working with US companies
• Accounting degree
• Exposure to US taxes (not necessary, but would be helpful to understand how S corps, sole proprietors, partnerships, etc should be set up for chart of accounts, owner pay, etc)
• Excellent written and spoken English
• Tech savvy — able to navigate Zoom, Slack, etc and learn new software quickly
• Ability to manage deadlines across multiple clients with an awareness of what needs to be prioritized
• Exceptional organization skills and attention to detail
• Excellent communication skills with both clients and team members across digital channels and an innate desire to build relationships
• Humility and openness to coaching and critiques; always seeking to improve
• Persistence and an ability to stay on track
• Bookkeeping skills, general knowledge of payroll and accounting principles

Application Disclaimer

Application-related notes: Please read the following before proceeding.

To ensure a fair and efficient hiring process, all applications must meet the mandatory requirements listed in the job description.

Voice/Video Recording is REQUIRED. Your application cannot be considered without a voice or video recording. It must be at least 30 seconds long and in English. Submissions in any other language or missing a recording will be automatically disqualified.

Mandatory Knockout Questions: Each application includes knockout questions designed to verify minimum qualifications. If you answer NO to any, you will be immediately disqualified from the hiring process for not having the experience requested for the role. The citizenship question is also a knockout if answered YES, as we are only able to hire Latin American talent based in Latin America.

Apply Wisely: To maintain fairness, please apply to no more than three jobs and only if you fully meet the listed qualifications. Applying to roles you don’t qualify for will not improve your chances and may affect future applications.

Check Your SPAM Folder: All important updates will be sent via email, so be sure to check your inbox and spam/junk folders to avoid missing any communication.

We appreciate your interest and look forward to reviewing your application!