Client Accounting Manager - Latin America jobs in United States
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Nimbl · 5 days ago

Client Accounting Manager - Latin America

Nimbl is a company dedicated to providing accounting services to small to midsize businesses. They are seeking a Client Accounting Manager who will primarily interact with clients, oversee bookkeepers, and handle high-level accounting tasks while building strong client relationships.

AccountingFinancial ServicesWealth Management

Responsibilities

Build and maintain excellent client relationships
Lead video calls with clients in English
Handle high-level client opportunities including scope increases, business challenges, and advisement on improving financials and streamlining processes
Manage small business accounting automation tools like Quickbooks Online, Bill.com, and Gusto
Create processes and schedules for maintaining all financial statement accounts, including full accrual
Oversee and improve routine processes like month-end close
Handle complex and non-routine processes, such as:
+ Reconciling fixed assets, debt schedules, deferred revenue and/or, prepaid schedules to financial statements
+ Perform moderate to advanced cleanups and new client onboarding with support
+ Maintaining revenue recognition schedules
+ Making inventory/COGS entries
+ Set up and run payroll
+ Prepare financial reports
Train and coordinate the work of bookkeepers, consultants, and other financial professionals
Review financials and processes produced by other team members

Qualification

Small business accountingAccounting software proficiencyAdvanced English proficiencyClient-facing communicationExperience managing bookkeepersSpreadsheet proficiencyCoachingUS taxesMentoringProblem-solving

Required

Advanced English proficiency (written + spoken) required
Reliable remote setup: Stable high-speed internet, quiet workspace suitable for client calls, and ability to use Zoom/Google Meet with camera/audio
Client-facing communication: Demonstrated experience leading client meetings, setting agendas, and communicating accounting topics clearly to non-accountants
Comfortable working with confidential financial information; able to comply with security policies (MFA, password manager, device encryption, locked screen, secure Wi-Fi)
Willing to complete a background check
An innate desire to serve people, especially business owners
An obsession with meeting deadlines and keeping agreements
A problem-solver who works independently with minimal oversight
A minimum of 6 years of experience in small business accounting (US experience preferred)
Experience managing bookkeepers and reviewing financial statements
A wizard with computers, spreadsheets (especially Google Sheets), and accounting software
Coaching and mentoring experience
Ability to self-teach and develop proficiency with a variety of technology and software
Comfortable delegating and overseeing routine work by digging into business processes, troubleshooting a problem, or giving training
Comfortable working in Slack and a task management system, and documenting workflows (SOPs/checklists) in a remote environment

Preferred

Experience with US business income tax and sales tax returns (bonus, but not required)

Benefits

2 weeks of paid time off
8 paid holidays

Company

Nimbl

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Nimbl is a cloud accounting firm that offers accounting, payroll, tax, FP&A, financial advisory, and CFO services.

Funding

Current Stage
Early Stage

Leadership Team

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Dave Olsen
Founder and CEO
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Shane Rowley
Co-Founder & President
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Company data provided by crunchbase