Remote Staff Accountant & Onboarding Lead

HireLATAM; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

HireLATAM is seeking a Remote Staff Accountant & Onboarding Lead to support small to mid-sized US companies. The role involves leading client onboarding, cleaning up bookkeeping, and ensuring proper integration with accounting software. Candidates should have at least 5 years of experience in accounting, strong communication skills, and familiarity with Quickbooks Online.

Qualifications

• 5+ years experience in accounting and bookkeeping.
• 3+ years experience in Quickbooks Online.
• Excellent written and spoken English required.

Responsibilities

• Lead Zoom calls with small business owners to assess needs.
• Clean up messy bookkeeping and streamline processes.
• Organize daily tasks in Canopy for managing multiple clients.

Skills

Accounting

Bookkeeping

Communication

Organization

Tech Savvy

Education

Accounting degree

Tools

Quickbooks Online

Canopy

Zoom

Slack

Job description

HireLatam is a premier recruitment agency that places top Latin American talent in independent contractor roles in US companies. With a proven track record and a commitment to excellence, we're your trusted partner in the pursuit of career success. Our extensive network, personalized approach, and supportive guidance ensure that you're in the best hands to find your next job opportunity.

Job Title: Remote Staff Accountant & Onboarding Lead (100% Work From Home)

Location: Remote from Latin America

Position Type: Full-time

Salary: $2,600 - 3,200 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 areranked in the top 10% of accounting firms nationwide on Clutch.

We're looking for a great Senior 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, and 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 - whether inside a client’s books or another client system
• 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: Please Read 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 applicationCANNOTbe considered without a voice or video recording. It must be at least 30 seconds long and inEnglish. Submissions in any other language or missing a recording will beautomatically disqualified.

Mandatory Knockout Questions
Each application includesknockout questionsdesigned to verify minimum qualifications required by the client. If you answer"NO"to any of these, you will beimmediately disqualifiedfrom the hiring process for not having the experience requested for the role. Please note that the citizenship question is also a knockout if you answer "YES" as we are only able to hire Latin American talent based in Latin America.

Apply Wisely
To maintain fairness, please apply tono more than three jobsand only if youfully 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 inboxand spam/junk folders to avoid missing any communication.

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