Remote | Full-Time
Location: Colombia or Mexico
U.S. Pacific Time Schedule (8:00 AM – 5:00 PM PST)

About the Company

Our client is a fast-growing, privately held wealth management firm providing 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.

They are committed to collaboration, wellness, community service, and building long-term careers—not just jobs.

Position Overview

They are seeking a Senior Accounting Manager to join their accounting team and play a key leadership role in client support, financial oversight, and staff mentorship.

This is a client-facing leadership role where you will oversee accounting operations for multiple clients, review financial statements, manage complex accounting issues, and supervise 3–4 Staff Accountants on a regular basis.

This role is ideal for an analytical, proactive professional who thrives in a collaborative, fast-paced environment and enjoys both strategic oversight and hands-on accounting work.

Key Responsibilities

• Supervise and oversee day-to-day accounting operations for multiple clients

• Review and finalize monthly, quarterly, and annual financial statements

• Lead month-end close processes, including reconciliations and journal entries

• Oversee payroll entries and ensure accuracy in financial reporting

• Maintain fixed asset and depreciation schedules

• Maintain adequate records for 1099 filings

• Review work completed by 3–4 Staff Accountants and provide guidance

• Mentor and train accounting team members

• Serve as a direct client-facing contact

• Manage more complex accounting issues and escalations

• Lead special projects and process improvement initiatives

• Collaborate cross-functionally to enhance department performance

Qualifications & Experience

• 2–5+ years of progressive accounting experience

• Experience supervising or mentoring accounting staff

• Strong knowledge of accounting principles (cash and tax basis accounting)

• High proficiency in QuickBooks Online

• QuickBooks Online Certified ProAdvisor (required)

• Strong Microsoft Excel skills

• Fluent spoken and written English