Senior Accountant/Bookkeeper, Client Facing

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee the complete bookkeeping and accounting processes for a dedicated portfolio comprising 10 to 30 clients.

• Act as the primary liaison for clients, conducting meetings and managing expectations effectively.

• Execute account reconciliations and month-end procedures.

• Generate precise financial reports and assist with year-end coordination.

• Transition client files between accounting platforms as required.

• Engage directly with clients to address specific accounting inquiries related to their files.

• Collaborate with tax, payroll, or other specialists when client needs extend beyond bookkeeping services.

• Proactively identify risks or issues specific to files, resolving them when possible and escalating as needed.

• Enhance internal and client processes and systems.

• Support efforts toward automation and system efficiency.

• Provide regular updates during team check-ins.

• Foster a collaborative team environment.

⛳️ Requirements

• CPA designation (Philippines or equivalent).

• Minimum of 5 years of post-designation experience in public practice or shared services.

• At least 2 years of experience working with a Canadian accounting firm.

• Proficient in written and spoken English, with strong communication skills for client interactions.

• Demonstrated expertise in QuickBooks Online.

• Extensive experience in account reconciliations, month-end entries and reviews, as well as managing client portfolios.

• Proven ability to manage client relationships and set appropriate expectations.

• Tech-savvy with advanced computer proficiency.

• Willingness to work night shifts aligned with Canadian hours.

• Self-motivated with a keen attention to detail and the ability to handle multiple tasks simultaneously.

• Comfortable working under an independent contractor arrangement.

• Applicants must fulfill all minimum qualifications.

• Testing will be conducted to verify technical and communication skills.

• Nice to have: experience with Xero, Dext, and Hubdoc.

• Nice to have: experience in system conversion or migration.

• Nice to have: familiarity with other modern cloud accounting tools.

• Nice to have: prior exposure to Canadian tax compliance environments.

• Nice to have: experience in mentoring or coaching junior team members.

🏝️ Benefits

• Compensation includes a bonus equivalent to a 13th month and a paid time off (PTO) allowance.

• Health insurance top-up.

• Opportunities for performance-based growth.

• Career advancement opportunities, including leadership pathways.

• Comprehensive training with leading Canadian tax and accounting professionals.

• 17 days of PTO included in the contractor agreement.

• Observance of 12 Canadian statutory holidays.

• Clear KPIs and performance metrics.

• A culture that promotes collaboration and leadership.