06 ago
|
Pacific Crest Tax Advisors
|
Guadalajara
06 ago
Pacific Crest Tax Advisors
Guadalajara
About Pacific Crest Tax AdvisorsPacific Crest Tax Advisors is a rapidly growing U.S. tax advisory and accounting firm serving business owners, contractors, real estate investors, and professional service firms.We believe bookkeeping is more than recording transactions, it's the foundation for making better business decisions, reducing taxes, improving cash flow, and building long-term wealth.Our goal is to become the most trusted financial partner for growth-minded business owners.
To accomplish that, we're building a world-class Client Accounting Services (CAS) department that combines bookkeeping, financial reporting, CFO support, and proactive tax planning.We're looking for someone who wants more than a bookkeeping job.
We want someone who wants to grow with us.Who We're Looking ForThe idóneo candidate has experience providing bookkeeping or accounting services for U.S.-based businesses, particularly:Home Service CompaniesHVACPlumbingElectricalRoofingGeneral ContractorsRemodelingLandscapingPest ControlProfessional Service FirmsEngineering FirmsLaw FirmsMedical PracticesDental OfficesMarketing AgenciesConsultantsArchitecture FirmsExperience supporting these industries is highly preferred because they commonly require job costing, payroll, project profitability, and accurate financial reporting.Position OverviewWe are seeking an experienced Senior Bookkeeper to manage the monthly bookkeeping and financial reporting for multiple U.S.-based businesses.This is not an entry-level bookkeeping role.
We're looking for someone who understands accounting, enjoys solving problems, takes ownership of their work, and wants to become an important part of a growing U.S.
accounting firm.You'll work directly with our leadership team and play a key role in building Pacific Crest's Client Accounting Services division.ResponsibilitiesMonthly BookkeepingComplete monthly bank reconciliationsReconcile credit card accountsReconcile loan and liability accountsRecord and categorize transactionsPrepare adjusting journal entriesMaintain accurate general ledgersComplete month-end close proceduresMaintain fixed asset schedulesReview financial data for completeness and accuracyFinancial ReportingPrepare monthly Profit & Loss StatementsPrepare Balance SheetsPrepare Cash Flow reportsReview financial statements before client deliveryIdentify unusual trends or accounting issuesEnsure timely and accurate reportingClient CommunicationRequest financial documentation from clientsCommunicate professionally with U.S.-based clientsMaintain organized client recordsCoordinate with our tax advisory teamAssist clients with bookkeeping-related questionsProcess ImprovementFollow standardized bookkeeping proceduresHelp improve internal workflowsIdentify opportunities for automationAssist with technology implementationRequired QualificationsMinimum 3 years of bookkeeping or accounting experience supporting U.S.-based businesses.Strong QuickBooks Online experienceSolid understanding of accounting principlesExcellent attention to detailStrong analytical and problem-solving skillsB2 Minimum Intermediate or advanced English (written and spoken )Reliable high-speed internet connectionAbility to work independently and meet deadlinesPreferred QualificationsExperience with any of the following is a significant advantage:Construction accountingJob costingProgress billingPayroll processingSales tax filingsBill.comDextHubdocGustoMicrosoft Excel (Intermediate or Advanced)Google WorkspaceQuickBooks Online CertificationWhat Success Looks LikeWithin your first 90 days, you will:Successfully manage your assigned bookkeeping clients.Deliver accurate month-end financial statements.Complete reconciliations on time.Maintain organized financial records.Learn Pacific Crest's bookkeeping standards and workflows.Contribute ideas that improve efficiency and client service.What Makes You a Great FitYou're someone who:Takes pride in producing accurate financial work.Loves solving accounting challenges.Takes ownership of your responsibilities.Pays close attention to details.Enjoys learning new technology.Communicates professionally with clients.Wants to grow into a leadership role.Understands that bookkeeping helps business owners make better decisions—not just record transactions.Career GrowthWe're building our Client Accounting Services (CAS) department from the ground up.This position has a clear growth path into:Lead Senior BookkeeperClient Accounting Team LeadClient Accounting ManagerDirector of Client Accounting ServicesWe believe in promoting from within and investing in our team's long-term success.Compensation & BenefitsMXN $24,******,000 per month, based on experiencePerformance-based raises and bonusesOngoing training and professional developmentOpportunity for career advancementWork directly with a fast-growing U.S. advisory firmExposure to bookkeeping, CFO services, and proactive tax strategyCollaborative and supportive team environmentHow to ApplyPlease send your Resume (in English) and video link through Linkedin Messages:A 2–3 minute video introduction telling us about yourself and your experience including the industries you've supported.
📌 Senior Bookkeeper | U.S. Client Accounting (Guadalajara)
🏢 Pacific Crest Tax Advisors
📍 Guadalajara