Location: Latin America (100% Remote)
Employment Type: Full-time Independent Contractor (exclusive commitment)
Compensation: $1200-$1800 USD per month (commensurate with experience and skills)
About the Job
The US Client Accounting Advisor serves as a strategic financial partner to multiple US-based clients, helping business owners understand their numbers and make confident, informed decisions.
This role blends accounting expertise with advisory leadership. You won’t just prepare reports — you’ll meet with clients, explain financial performance, identify bottlenecks, and guide operational and financial improvements. Success in this role requires strong communication, comfort in client-facing conversations, and the ability to translate financial data into clear action steps.
This is an opportunity to work with entrepreneurial business owners in a fast-paced, growth-oriented environment while strengthening your advisory and controller-level skill set.
About the Role
This is a client-facing, advisory-focused accounting role.
You will manage multiple clients, oversee bookkeeping quality, support forecasting and budgeting, and provide ongoing financial insights. While you’ll collaborate with internal accounting team members, you are responsible for owning the client relationship from a financial advisory standpoint.
The right candidate enjoys explaining financial concepts, spotting inefficiencies, and helping business owners improve performance.
What You’ll Do
Client Advisory & Financial Review
Meet with clients regularly to review financial statements and performance.
Explain financial results in clear, non-technical language.
Provide actionable recommendations based on financial data.
Help clients understand job costing, profitability, cash flow, and key performance drivers.
Accounting Oversight & Execution
Oversee and perform bookkeeping and accounting functions in QuickBooks.
Ensure reconciliations are accurate and completed on time.
Maintain compliance with accounting standards and best practices.
Support high-level cleanup or catch-up work when needed.
Operational & Financial Improvement
Identify accounting and operational bottlenecks (AR issues, workflow gaps, job costing errors, etc.).
Guide clients toward practical, measurable solutions.
Support budgeting, forecasting, and financial planning initiatives.
Assist with revenue recognition, AP/AR processes, and controller-level support.
Client Relationship & Communication
Serve as the primary financial advisor for assigned clients.
Proactively communicate updates, risks, and recommendations.
Ensure smooth coordination between clients and internal accounting teams.
Support onboarding of new clients and ensure a strong financial foundation from the start.
Team Collaboration & Support
Collaborate with internal accounting team members to maintain service quality.
Provide guidance or training on accounting best practices when needed.
Contribute to process improvements and workflow efficiency.
What You’ll Bring
Minimum of 4 years of accounting experience, ideally supporting multiple clients.
Bachelor’s degree in Accounting, Business, or related field (preferred).
Strong proficiency in QuickBooks (Online preferred).
Experience with financial statement review, reconciliations, and advisory discussions.
Strong Microsoft Office skills (Excel proficiency required).
Ability to manage deadlines across multiple clients.
Clear and confident communication skills, especially in client-facing settings.
Comfort using technology and online tools (video conferencing, cloud platforms, apps).
The Ideal Candidate
Enjoys working directly with business owners.
Thinks beyond bookkeeping and into strategy.
Is proactive rather than reactive.
Communicates financial insights in a simple, actionable way.
Is comfortable owning client relationships and outcomes.
Compensation & Perks
Monthly pay: $1,200-$1,800
Fully remote with flexible global team environment.
Exposure to diverse client industries and modern staffing practices.
Contract Status & Exclusivity
Full-time independent contractor based in any Latin American country. Exclusive commitment required—no part-time or freelance engagements after hire. Conflict-of-interest checks may apply.
How We Work
Ownership: Clear expectations with trust to execute.
Practicality: Simple, effective solutions over over-engineering.
Collaboration: Open communication and shared accountability.
Consistency: Steady progress and follow-through matter.
Application Process
Application & Prescreening
Skills & Aptitude Assessment
Profile and Pre-interview Preparation
Client Interview
Employment Offer and Onboarding
Ready to take the next step? Your next big career move starts here!
Click below to send your application and begin your journey with CAS:
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