Certified Public Accountant – Client-facing Presence & Accounting Support

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Posted Nov 7, 2026

Remote · Mexico · ask about Worldwide Full Time
Est. $65K – $90K/yr

Overview

This fully remote full-time role supports the day-to-day accounting operations for a portfolio of small and medium-sized business clients. The position owns core bookkeeping responsibilities—reconciliations, payroll support, accounts payable/receivable, financial reporting, and month-end close—while serving as a confident, camera-comfortable point of contact who can clearly explain financial concepts to clients.

Responsibilities

  • Serve as a client-facing point of contact, presenting financial results and answering questions during calls or video meetings
  • Manage daily bookkeeping operations for a portfolio of small and medium-sized business clients
  • Perform monthly bank and credit card reconciliations, identifying and resolving discrepancies
  • Manage accounts payable and accounts receivable, including invoicing, bill pay, and collections follow-up
  • Prepare and present financial reports (P&L, balance sheet, cash flow) to clients and internal stakeholders
  • Oversee month-end close for assigned clients, ensuring deadlines and quality standards are met
  • Maintain accurate, audit-ready records across QuickBooks Online and other client accounting systems
  • Proactively flag discrepancies, unusual transactions, or process gaps to management
  • Communicate directly with U.S.-based team members and clients in English

Requirements

  • Advanced bookkeeping experience with proven ability to own a client’s books end-to-end across a portfolio of accounts (not junior or entry-level)
  • Teaching/explaining experience: experience teaching or explaining finance/accounting concepts directly to clients
  • Education background in teaching/education as the primary area of study, with finance/accounting as a secondary field of study (degree or credential)
  • Strong speaking and presentation skills; comfortable presenting financial data to a non-technical audience
  • Formal accounting education or coursework supporting the technical bookkeeping work
  • Regular, expected comfort with video calls and camera-facing client interactions

Preferred Qualifications

  • CPA certification
  • Proficiency with QuickBooks Online and ability to learn new accounting platforms quickly
  • Prior experience working remotely for a U.S.-based company
  • Experience supporting multiple clients simultaneously in an outsourced or multi-client accounting environment
  • Familiarity with U.S. GAAP as applied to small-business financial reporting

Compensation & Benefits

Not specified in the job description.

Location & Work Schedule

  • Fully remote
  • Open to candidates outside the U.S.
  • Full-time
  • Standard working hours overlap with U.S. business hours to support daily collaboration with the team and regular client calls.

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