Senior Client Advisor - Client Accountant

Cadencia; México; A distancia; MXN 549,000 - 916,000; Jornada completa

Descripción de la vacante

A growing financial services firm in Mexico seeks a skilled Bookkeeper responsible for managing client relationships and overseeing bookkeeping tasks. This role requires 3-5 years of experience, a degree in Accounting, and expertise in cloud-based systems. Join a supportive environment where your contributions drive success and innovation across small business clients.

Servicios

Competitive compensation

Career mapping

Profit-sharing

Formación

• 3-5 years experience overseeing the work of bookkeepers or staff accountants.
• Experience working in e-commerce, product companies, technology, professional service businesses, and real estate industries.
• Public accounting experience.

Responsabilidades

• Manage client relationships weekly and monthly.
• Be the primary point of contact for Bookkeeper360 clients.
• Interact with business owners providing monthly financial reviews.

Conocimientos

Passion for helping small businesses

Overseeing the work of bookkeepers

Strong communication skills

Educación

Bachelor’s degree in Accounting or related field

Herramientas

Cloud-based accounting systems

Descripción del empleo

Overview

At Cadencia, we specialize in connecting top-tier professionals with leading U.S. and Canadian companies. Founded in 2021, our mission is to deliver exceptional results through our talented team members in roles such as accounting, bookkeeping, project management, administrative support, and more.

Headquartered in Guadalajara, Mexico, we are proud to create opportunities for professionals to work in a supportive, growth-oriented environment. Team members are employed by Cadencia, but partner daily with an external client. We have opportunities for in-office and remote work, attracting candidates from throughout Mexico.

At Cadencia, we value innovation, teamwork, proactivity, critical thinking, and a commitment to excellence. We believe in rewarding our team for their hard work through competitive compensation, career mapping, a great benefits plan, and profit-sharing.

By joining Cadencia, you become part of a dynamic, forward-thinking, joyful organization that values your expertise and career aspirations.

Explore opportunities with us and be a part of a company that truly values its people. Together, we create impact and drive success!

About Bookkeeper 360

Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services, powered by AI-driven insights. Since 2012, we’ve been a trusted partner to thousands of business owners and have earned recognition from NerdWallet, Forbes, and Entrepreneur as a top bookkeeping solution.

We’re proud to be named one of Accounting Today’s 2024 Best Firms to Work For and a Fastest Growing Company by Inc. 5000. With a 4.8-star Google rating from 1,000+ clients, we’re growing fast and expanding our team to meet demand.

About the role

This position works within our client fulfillment department. You will be responsible for managing your own book of clients and are responsible for delivering our services.

What you'll do

• Manage client relationships weekly and monthly.
• Be the primary point of contact for Bookkeeper360 clients.
• Interact with business owners, providing them monthly financial reviews, or as needed by the client.
• Must have a sense of urgency to address tight deadlines with a multitude of accounting activities, including general ledger, month-end close functions, and financial reporting.
• Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts, such as AP/AR, categorizing expenses, reconciliations, etc.
• Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy.
• Reconcile tax returns to books and records.
• Deliver exceptional service on time and on budget.
• Complete any back work projects in an efficient, timely manner.
• Routinely communicate with your manager relating to financial close, accounting issues, and deliverables.
• Leverage multiple cloud-based accounting systems and integrated add-ons to provide accounting services for our clients.
• Set up and manage cloud technology integrations.
• Review workflow and business operations, and make technology and app recommendations to increase efficiencies.

Gets you to the top of the list

• A passion for helping small businesses
• 3-5 years experience overseeing the work of bookkeepers or staff accountants
• Bachelor’s degree in Accounting, or a related field (BS/MS/MBA preferred)
• Experience working in e-commerce, product companies, technology, professional service businesses, and real estate industries
• Cloud-based accounting experience
• Public accounting experience
• Consulting experience
• Expertise in accrual basis financial reporting
• Bonus: Experience in public accounting or working in a remote, tech-forward environment