Location: remote – mexico or colombia
full-time | u.s. Pacific time (8:00 am – 5:00 pm pst)
🌎 u.s.-based wealth management & accounting firm
about the company
our client is a fast-growing, privately held u.s. wealth management firm offering integrated accounting, tax, and broker sales services under one roof.
they specialize in supporting doctors who own their own practices, including dentists and private medical professionals. Their culture values collaboration, wellness, community service, and long-term career growth — not just jobs.
you will join a global accounting team that includes professionals across latam and the philippines, working in a structured, performance-driven environment with clear priorities and strong leadership support.
position summary
they are hiring 3 staff accountants to support their u.s.-based client accounting team.
this role is responsible for producing accurate monthly, quarterly, and annual financial statements for multiple clients. We are looking for highly proactive, detail-oriented professionals who thrive in a fast-paced environment and are motivated by feedback, metrics, and continuous improvement.
they are seeking candidates who are hands-on, responsive, and able to execute efficiently with oversight and structured priority lists.
key responsibilities
• prepare monthly, quarterly, and annual financial statements
• enter and import financial data into quickbooks online
• perform bank and credit card reconciliations
• record payroll entries and month-end journal entries
• maintain fixed asset schedules
• assist with tax return preparation during busy season
• support ad-hoc accounting projects
• meet monthly close deadlines with a high level of accuracy
required qualifications
• 2+ years of progressive accounting or bookkeeping experience
• strong knowledge of accounting principles (cash and tax basis accounting)
• high proficiency in quickbooks online (mandatory)
• quickbooks online certified proadvisor (highly preferred)
• strong microsoft excel skills
• fluent spoken and written english (required)
• experience working with u.s.-based clients (preferred)
what we’re looking for
• highly organized and detail-oriented
• proactive and hands-on execution mindset
• comfortable working with structured oversight and priority lists
• self-driven with the ability to work independently
• strong communicator in english
• professional and confidential with sensitive information
• team-oriented and growth-driven