Client Accounting Advisor

About the role

CFO Associates is seeking a Client Accounting Advisor to act as a trusted financial partner for multiple clients, especially those operating under Puerto Rico Act 60 tax incentive decrees. You will manage day‑to‑day accounting, ensure compliance, and provide insights that help clients grow.

Key responsibilities

• Serve as the primary accounting contact for Act 60 decree holders, supporting reporting, audit, and annual report requirements.
• Monitor and document client adherence to Act 60 conditions, including employment thresholds, investment requirements, and charitable contributions.
• Manage day‑to‑day accounting operations, including accounts receivable, accounts payable, and cash‑flow activity.
• Prepare weekly, bi‑weekly, and month‑end financial statements and forecasts.
• Reconcile general ledger activity and ensure data accuracy.
• Analyze financial trends, flag growth opportunities, and support job costing, budgeting, and project profitability reporting.
• Assist in implementing automation tools and process improvements using QuickBooks Online/Desktop, Bill.com, and Fathom.

Required profile

• Bachelor's degree in Accounting, Finance, or a related field.
• 2+ years of experience in public accounting or a similar role.
• Working knowledge of Puerto Rico Act 60 tax incentive programs and GAAP.
• Strong Excel and Microsoft Office skills, highly organized and detail‑oriented.

Required skills

• QuickBooks Online & Desktop
• Bill.com
• Fathom
• Microsoft Excel
• General Accepted Accounting Principles (GAAP)

What we offer

• Hybrid work schedule: in‑office Monday and Tuesday, remote the rest of the week.
• 401(k) with company match.
• Health, dental, and vision insurance.
• Professional development support.
• Generous paid time off and uncapped commissions.
• Growth‑oriented, supportive, and innovative firm culture.