Client Accounting Advisor

CFO Associates; San Juan (PR); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance

Dental insurance

Vision insurance

Generous paid time off

Uncapped commissions

Hybrid work schedule

Job summary

CFO Associates is a rapidly growing CPA firm providing outsourced accounting, controller, and CFO services. As a Client Accounting Advisor, you will partner with multiple clients, focusing on Act 60 decree compliance and day-to-day accounting to deliver timely financial insights.

Hybrid in-office Mon-Tue in San Juan, PR, with remote days remaining, and a reliance on QuickBooks Online/Desktop, Bill.com, and Fathom.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 2+ years of public accounting or similar role.
• Knowledge of Puerto Rico Act 60 incentives strongly preferred.
• Working knowledge of GAAP.
• Strong Excel and Microsoft Office skills.
• Excellent communication and client-facing abilities.
• Highly organized and detail-oriented.
• Experience with job and project accounting or property management systems is a plus.
• Familiarity with QuickBooks Online & Bill.com preferred.
• Hybrid work schedule in San Juan, PR.

Responsibilities

• Serve as a key accounting contact for Act 60 decree holders, supporting reporting, audit, and annual report requirements
• Monitor and document client adherence to Act 60 decree conditions, including employment thresholds, investment requirements, and charitable contribution obligations
• Manage day-to-day accounting operations for assigned clients
• Process and oversee Accounts Receivable, Accounts Payable, and cash flow activity
• Prepare weekly, bi-weekly, and/or Month-End Financial Statements and Forecasts
• Reconcile General Ledger activity and ensure data accuracy
• Build and maintain client relationships through proactive, timely communication
• Analyze financial trends and flag opportunities for growth and efficiency
• Support job costing, budgeting, and project profitability reporting
• Assist in implementing automation tools and process improvements
• Work with software like QuickBooks Online/Desktop, Bill.com, and Fathom

Skills

Excel

Microsoft Office

Communication skills

Client-facing

Organization

Detail-oriented

Learning agility

Education

Bachelor's Degree in Accounting/Finance

Tools

QuickBooks Online

QuickBooks Desktop

Bill.com

Fathom

Job description

At CFO Associates, we help businesses make confident financial decisions by providing outsourced accounting, controller, and CFO services. We're a rapidly growing CPA firm known for our forward-thinking approach, collaborative team, and client-first culture.

Duties and Responsibilities

As a Client Accounting Advisor, you'll serve as a trusted financial partner to multiple clients, managing day-to-day accounting and providing valuable insight into their financial performance, with a primary focus on clients operating under Puerto Rico Act 60 tax incentive decrees.

Key Responsibilities:

• Serve as a key accounting contact for Act 60 decree holders, supporting compliance with reporting, audit, and annual report requirements
• Monitor and document client adherence to Act 60 decree conditions, including employment thresholds, investment requirements, and charitable contribution obligations
• Manage day-to-day accounting operations for assigned clients
• Process and oversee Accounts Receivable, Accounts Payable, and cash flow activity
• Prepare weekly, bi-weekly, and/or Month-End Financial Statements and Forecasts
• Reconcile General Ledger activity and ensure data accuracy
• Build and maintain client relationships through proactive, timely communication
• Analyze financial trends and flag opportunities for growth and efficiency
• Support job costing, budgeting, and project profitability reporting
• Assist in implementing automation tools and process improvements
• Work with software like QuickBooks Online/Desktop, Bill.com, and Fathom

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field
• 2+ years of experience in public accounting or similar role
• Working knowledge of Puerto Rico Act 60 tax incentive programs — including Individual Investors Act (Chapter 2), Export Services (Chapter 3), and related decree compliance requirements — strongly preferred
• Working knowledge of GAAP
• Strong Excel and Microsoft Office skills
• Strong communication skills and client-facing confidence
• Highly organized, detail-oriented, and eager to learn
• Experience with job and project accounting, commission tracking, or property management systems is a plus
• Familiarity with QuickBooks Online & Bill.com required
• Hybrid work schedule: in-office Monday and Tuesday at our San Juan, PR office; remote the remainder of the week
• 401(k) with company match
• Health, Dental, and Vision insurance
• Generous paid time off
• Uncapped Commissions
• Work in a growth-oriented, supportive, and innovative firm