Senior Remote CPA - Client Success Lead

Mybuildercpa; 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 directly with clients in the construction industry. The ideal candidate will have a CPA designation or equivalent, strong experience in accounting, and proficiency in QuickBooks or BuilderTrend. This role emphasizes critical thinking, problem-solving, and a proactive approach to client needs. Join a supportive team focused on helping builders thrive and benefit from competitive pay and growth opportunities.

Servicios

Competitive monthly salary of $3,000

Performance-based quarterly bonuses

Flexible remote work environment

Opportunity for long-term growth

Formación

• 5+ years of accounting experience, ideally in a client-facing, consultative role.
• Expertise in interpreting financial reports and providing business valuation assistance.
• Ability to coach and review work completed by Staff Accountants.

Responsabilidades

• Serve as main point of contact for escalated client inquiries.
• Assist clients with complex financial topics and strategic conversations.
• Collaborate with leadership to enhance the client experience.

Conocimientos

Client-facing skills

Critical thinking

Problem-solving

Proficiency in QuickBooks

Proactive mindset

Attention to detail

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 directly with clients in the construction industry. The ideal candidate will have a CPA designation or equivalent, strong experience in accounting, and proficiency in QuickBooks or BuilderTrend. This role emphasizes critical thinking, problem-solving, and a proactive approach to client needs. Join a supportive team focused on helping builders thrive and benefit from competitive pay and growth opportunities.