Accounting Manager
Formulated Automation · San Jose
Job description
About the role
A recruiter for South is seeking an experienced accounting professional to manage a portfolio of small and medium-sized businesses. The role covers the full accounting and bookkeeping cycle with the support of a dedicated bookkeeper, and involves maintaining accurate financial records, ensuring tax and filing compliance, keeping clients informed and owning client relationships from day one. Candidates must reside in Latin America and submit their CV in English; a short Loom video presentation is optional but gives priority.
Key responsibilities
- Manage a portfolio of small and medium-sized businesses, overseeing their full accounting and bookkeeping cycle
- Maintain accurate financial records and ensure tax and filing compliance
- Keep clients informed and take ownership of client relationships, including leading client calls
- Explain P&L statements, aging reports and other financial information to business owners clearly, in writing and during calls
Required profile
- Resides in Latin America
- Strong accounting and bookkeeping fundamentals, including bank reconciliations, month-end close, working papers, accruals, deferred revenue, prepaid expenses and fixed assets
- Solid knowledge of U.S. and Canadian tax regulations, including sales tax requirements
- Hands-on experience managing sales tax filings, including GST and HST
- Ability to quickly learn and adapt to new systems
- Experience using AI tools such as Claude, ChatGPT and Gemini to improve efficiency
Required skills
- Advanced proficiency in QuickBooks Online (QBO) and Xero
- Experience with fintech and accounting tools, including AP platforms such as Plooto or Ramp, Stripe and Dext
- Proficiency in Google Workspace
What we offer
- Real ownership over client relationships and accounting operations
- Support from one dedicated bookkeeper
- The chance to work with a team building AI-powered accounting workflows
Questions fréquentes
Why are you reporting this job?
Explore further
Salaries, guides and searches in Costa Rica.
Salary: Inside Account Manager II Based on 9 job offers in Costa RicaSalaries by job title
Apply in 30 seconds
Enter your email to apply. An account will be created automatically.
By continuing, you accept our terms of use.
Already have an account? Login
A question about this job?
Ask it here: you will get the full job summary by e-mail, right away.
Published 1 day ago
Expires 1 month from now
13 views · 0 interested
Boost your chances
Upload your CV — we will match you with relevant openings.
Analyzing your CV...
Formulated Automation
San Jose