Senior Accountant
Philippines-Based — 100% Work From Home $1,800–$2,800 USD/month based on experience
Agate CPA is hiring a Senior Accountant to work directly with U.S.-based business clients to bring clarity, organization, and insight to their financial operations.
This role is ideal for an experienced accountant who enjoys working with clients, solving real financial problems, and turning messy accounting into clear, reliable financial information. You will manage the accounting work for a portfolio of clients, participate in regular client conversations, and help ensure their financial systems are accurate, organized, and understandable.
This is not a traditional bookkeeping role. It requires strong accounting knowledge, sound judgment, and the ability to communicate clearly with clients about their financial information.
This is a full-time individual contributor role. It does not supervise other team members.
This is an independent contractor engagement.
Compensation & Benefits
- Compensation: $1,800–$2,800 USD per month based on experience
- 13th month pay
- Firm-provided computer
- 24 days Paid Time Off annually, accrued at 2 days per month starting the month after your hire date
- PTO covers vacation, holidays, and sick leave
- Christmas office closure (does not count against PTO)
Required Experience
- 8+ years of experience working for a U.S.-based public accounting or U.S.-based outsourced accounting firm, serving multiple business clients simultaneously across a variety of industries.
- Strong hands-on experience performing full month-end closes.
- Advanced proficiency in QuickBooks Online.
- Experience explaining financial results to business owners or leadership teams.
- Comfort working directly with clients in a client-facing accounting or advisory role
- Experience managing accounting for multiple clients simultaneously
Work Location
This position is 100% work from home.
Work from home specifically means work from your home only. It does not mean work from a library, cafe, restaurant, your friend's house, your parent's house, a co-working space, or any other location that is not your home. Working in unauthorized locations puts client data at risk. If you cannot work 100% from home, please refrain from applying to this role.
Requirements include:
- Reliable high-speed internet connection.
- A backup internet connection.
- A professional, secure home office environment.
- Ability to maintain confidentiality of client financial information
Core Working Hours
Monday – Friday 8:00 AM – 5:00 PM U.S. Eastern Time (8:00 PM – 5:00 AM Philippines Time)
Responsibilities
- Accounting Work: Transaction coding and classification.
- Bank and balance sheet reconciliations.
- Bill pay and payroll for certain clients.
- Maintaining organized accounting systems.
- Resolving routine accounting platform issues.
- Reviewing financial data for accuracy and completeness.
- Assisting with onboarding new accounting clients, including cleaning up their accounting and QBO file.
- Client Communication: Responding to client questions via email and client portal.
- Participating in video meetings with clients (typically monthly).
- Explaining financial statements clearly and professionally.
- Maintaining strong client relationships.
- Tools and Internal Systems: Expert-level proficiency in QuickBooks Online.
- Experience with financial platforms such as Gusto, Bill.com, RightTool, Uncat, etc.
- Strong experience performing month-end closes.
- Comfort working in cloud-based accounting environments.
- Willingness to test and adopt new software tools and applications.
- Updating workflow tasks daily and participating in daily standups (written updates and meetings).
- Regular Tasks:
- Daily: Code accounting transactions. Respond to client questions. Resolve routine accounting software issues. Update workflow tasks. Provide written start-of-day and end-of-day updates.
- Weekly: Complete reconciliations. Review accounting records for accuracy. Communicate with clients about financial activity.
- Monthly: Complete month-end accounting work. Review financial statements. Prepare for and participate in client meetings.
- Periodically: Assist with new client onboarding. Implement client-specific financial analysis tools. Identify opportunities to improve accounting processes.
Signals of Success in This Role
- Takes ownership of client outcomes, not just assigned tasks
- Persists in finding clear answers to client questions.
- Works effectively through messy or incomplete financial situations.
- Communicates frequently and proactively with both clients and team members.
- Helps bring structure and clarity to complex financial information
- Is comfortable participating in challenging or complicated client conversations. Enjoys testing new technology, tools, and workflows that may help clients get better answers.
First 90 Days: What Success Looks Like
- First 30 Days: You will become familiar with Agate's systems, tools, and workflows and develop an understanding of your assigned clients. You will be able to locate information, research prior-period activity, and respond to routine questions.
- First 60 Days: You will independently manage day-to-day accounting work for your assigned clients, including coding transactions, reconciliations, month-end closes, bill pay, and payroll.
- First 90 Days: You will be fully client-facing for your assigned clients. You will lead client meetings, explain financial statements clearly, and respond confidently to accounting-related client questions.
Hiring Process
- Resume and questionnaire submission
- Internal review of resume and questionnaire
- Accounting simulation
- Interview(s)
- Background check
- Offer
If this sounds like you, we look forward to hearing from you.