Senior CPA (AU Client)

Position Overview 

We are an accounting firm seeking a skilled, detail-oriented, and bilingual Staff Accountant to manage full-cycle accounting for a portfolio of 3 to 4 clients. This role requires someone who can take complete ownership of each client engagement — handling everything from daily bookkeeping and reconciliations through financial reporting and month-end close — with minimal supervision and consistent quality across each account. 

Our clients operate across different platforms and industries, so the ability to work fluently across QuickBooks Online, NetSuite, and similar accounting systems is important. Equally important is the ability to communicate professionally and clearly in both English and Spanish (If needed)— this is a firm requirement, not a preference. 

The workload per client will vary, and the number of clients assigned will be calibrated to ensure each account receives the attention and quality it deserves. The right candidate is organized, accountable, and takes genuine pride in delivering clean, accurate work for every client in their portfolio. 

Key Responsibilities 

Full-Cycle Accounting — Per Client 

You will own the complete accounting cycle for each assigned client — from transaction entry through financial reporting. 

• Manage day-to-day bookkeeping including transaction entry, categorization, and coding across all client accounts 

• Perform monthly bank and credit card reconciliations for all accounts and resolve discrepancies promptly 

• Manage accounts payable and accounts receivable — processing invoices, payments, and collections follow-up as needed 

• Prepare and post journal entries for accruals, prepaid expenses, depreciation, and other period-end adjustments 

• Maintain the general ledger for each client, ensuring accuracy and completeness at all times 

• Lead the month-end and year-end close process for all assigned clients, meeting internal and client-facing deadlines 

Financial Reporting 

• Prepare monthly financial statements for each client including income statements, balance sheets, and cash flow reports 

• Deliver reporting packages that are clear, accurate, and tailored to each client's needs and level of financial sophistication 

• Perform variance analysis and flag significant trends, anomalies, or concerns to the client or firm management proactively 

• Assist with budget preparation and forecast updates as needed for assigned clients 

• Support year-end reporting and preparation of supporting schedules for tax filings or external review 

Client Communication 

• Communicate directly with assigned clients in both English and Spanish (if needed)— conducting meetings, responding to inquiries, and delivering financial updates professionally in both languages 

• Gather documentation, clarify transactions, and provide financial explanations in a clear, client-friendly manner 

• Build and maintain strong working relationships with each client, serving as their trusted accounting point of contact 

• Respond to client inquiries promptly and ensure nothing in their portfolio goes unaddressed 

Multi-Platform Accounting 

• Work fluently across QuickBooks Online (QBO) and NetSuite as the primary accounting platforms 

• Adapt to additional client-specific platforms as the portfolio expands — proficiency with major accounting software is expected 

• Ensure data integrity across platforms and maintain organized, clean client files within each system 

Compliance & Quality Control 

• Ensure all accounting work complies with GAAP and applicable standards for each client's industry and entity type 

• Maintain audit-ready client files with complete, well-organized documentation and workpapers 

• Perform self-review of all work product before delivery — accuracy is a personal standard, not an afterthought 

• Support external audits, tax preparation, and year-end reviews by providing organized documentation and schedules 

Required Qualifications 

• Bilingual proficiency in English and Spanish — written and verbal fluency in both languages is required for this role 

• 3 or more years of full-cycle accounting experience, preferably in a public accounting firm or multi-client environment 

• Proficiency in QuickBooks Online (QBO) — required 

• Working knowledge of NetSuite or demonstrated ability to work across enterprise-level accounting platforms 

• Strong understanding of GAAP, the full accounting cycle, and financial statement preparation 

• Proven ability to manage multiple client accounts simultaneously while maintaining accuracy and meeting deadlines 

• Excellent organizational skills and strong attention to detail — your books are always clean and your clients always know it 

• Self-directed and reliable in a fully remote work environment 

Preferred Qualifications 

• Experience in a public accounting firm or outsourced accounting/bookkeeping practice 

• Familiarity with additional platforms such as Sage, Xero, or Bill.com 

• Experience managing accounts across multiple industries or business types 

• CPA or equivalent license. 

Tools & Software 

Required 

• QuickBooks Online (QBO) — primary bookkeeping platform 

• NetSuite — enterprise accounting for applicable clients 

General 

• Microsoft Excel or Google Sheets — financial reporting and reconciliation support 

• Google Workspace or Microsoft Office Suite — communication and documentation 

• Additional client-specific platforms as assigned 

What Makes You a Great Fit 

• You move between English and Spanish naturally — both your financial reports and your client conversations reflect the same level of professionalism in both languages 

• You own your client portfolio completely — nothing falls behind, nothing goes unreported, and your clients always know where things stand 

• You switch between QBO and NetSuite without missing a beat, and you adapt quickly when a new platform enters the picture 

• Your month-end close happens on time, every time — you have a system and you stick to it 

• You treat every client like they are your most important one — because to them, they are 

This is a full time role

Up to $11/hr

100% Remote