Company Overview

Our client is a finance and advisory firm that supports founders, CEOs, and CFOs with outsourced accounting, tax, and financial operations.

They work with businesses and individuals across industries — including real estate, SaaS, and investment firms — helping them manage bookkeeping, tax compliance, and financial reporting without building a full in-house team.

Because the work directly impacts tax compliance, financial accuracy, and client outcomes , precision and reliability are critical. Mistakes here don’t just create internal issues — they can affect filings, liabilities, and client trust.

Your Role

Our client is hiring a Bookkeeper / Controller to own day-to-day bookkeeping and drive a clean, consistent month-end close.

This is an execution-focused role . You’ll be responsible for maintaining accurate books, reconciling accounts, preparing close deliverables, and producing management reporting with a high level of accuracy.

This is not a purely strategic finance role — the focus is on doing the work well, consistently, and on time , while improving the processes that make month-end predictable.

Strong communication is essential. You’ll be working in a remote team supporting US-based stakeholders, so clarity and responsiveness matter.

You’ll:

Own day-to-day bookkeeping (AP/AR, expense categorization, journal entries, and general ledger maintenance)
Reconcile bank and credit card accounts and resolve discrepancies quickly
Maintain clean supporting documentation so records are audit-ready
Lead or support month-end close (checklists, accruals, reviews, and close package delivery)
Prepare monthly reporting (P&L, balance sheet, cash flow) and provide clear variance notes
Track deadlines and maintain a consistent operating rhythm (weekly processing + month-end close)
Improve processes (templates, SOPs, controls) to reduce errors and speed up close
Communicate clearly with internal teams on progress, blockers, and updates

You Bring:

3–7+ years of experience in bookkeeping/accounting (controller-level ownership preferred)
CFA Certification
Strong experience with reconciliations, month-end close, and financial reporting
High attention to detail and strong follow-through
Ability to follow structured processes and meet deadlines
Good written and spoken English ( critical for this role )
Comfort working in a remote, distributed team

Bonus Points:

Experience supporting multi-entity books or services businesses
Experience in finance ops for US client-facing accounting/advisory firms
Familiarity with basic tax workflows and supporting documentation
Strong Excel/Google Sheets skills (reporting, reconciliations, clean workpapers)
Experience improving close processes, documentation, or internal controls

What’s Offered:

Fully remote contractor role
Work aligned with U.S. business hours (overlap required)
Competitive USD compensation (based on experience)
20 days PTO + U.S. holidays
High exposure to US tax work and real-world client scenarios
Opportunity to grow within a fast-moving finance team

Interview Process

1️⃣ Application review

2️⃣ Recruiter screen — experience and alignment

4️⃣ Hiring manager interview — technical depth and approach to tax work

5️⃣ Short challenge to assess skills

6️⃣ Final conversation — expectations and team fit

Important Note

This role requires strong English communication and real experience owning reconciliations and month-end close .

Candidates without hands-on close ownership or with limited communication ability will not be considered.

Bookkeeper/Controller 🧾📊 - Remote

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