Senior Bookkeeper | U.S. Client Accounting
Location: Remote (Mexico)
Employment Type: Full-Time
Compensation: MXN $22,000–30,000 per month, based on experience and qualifications.
About Pacific Crest Tax Advisors
Pacific 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 For
The ideal candidate has experience providing bookkeeping or accounting services for U.S.-based businesses, particularly:
Home Service Companies
- HVAC
- Plumbing
- Electrical
- Roofing
- General Contractors
- Remodeling
- Landscaping
- Pest Control
Professional Service Firms
- Engineering Firms
- Law Firms
- Medical Practices
- Dental Offices
- Marketing Agencies
- Consultants
- Architecture Firms
Experience supporting these industries is highly preferred because they commonly require job costing, payroll, project profitability, and accurate financial reporting.
Position Overview
We 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 Bookkeeping
- Complete monthly bank reconciliations
- Reconcile credit card accounts
- Reconcile loan and liability accounts
- Record and categorize transactions
- Prepare adjusting journal entries
- Maintain accurate general ledgers
- Complete month-end close procedures
- Maintain fixed asset schedules
- Review financial data for completeness and accuracy
Financial Reporting
- Prepare monthly Profit & Loss Statements
- Prepare Balance Sheets
- Prepare Cash Flow reports
- Review financial statements before client delivery
- Identify unusual trends or accounting issues
- Ensure timely and accurate reporting
Client Communication
- Request financial documentation from clients
- Communicate professionally with U.S.-based clients
- Maintain organized client records
- Coordinate with our tax advisory team
- Assist clients with bookkeeping-related questions
Process Improvement
- Follow standardized bookkeeping procedures
- Help improve internal workflows
- Identify opportunities for automation
- Assist with technology implementation
Required Qualifications
- Minimum 3 years of bookkeeping or accounting experience supporting U.S.-based businesses.
- Strong QuickBooks Online experience
- Solid understanding of accounting principles
- Excellent attention to detail
- Strong analytical and problem-solving skills
- B2 Minimum Intermediate or advanced English (written and spoken )
- Reliable high-speed internet connection
- Ability to work independently and meet deadlines
Preferred Qualifications
Experience with any of the following is a significant advantage:
- Construction accounting
- Job costing
- Progress billing
- Payroll processing
- Sales tax filings
- Bill.com
- Dext
- Hubdoc
- Gusto
- Microsoft Excel (Intermediate or Advanced)
- Google Workspace
- QuickBooks Online Certification
What Success Looks Like
Within 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 Fit
You'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 Growth
We're building our Client Accounting Services (CAS) department from the ground up.
This position has a clear growth path into:
- Lead Senior Bookkeeper
- Client Accounting Team Lead
- Client Accounting Manager
- Director of Client Accounting Services
We believe in promoting from within and investing in our team's long-term success.
Compensation & Benefits
- MXN $24,000–30,000 per month, based on experience
- Performance-based raises and bonuses
- Ongoing training and professional development
- Opportunity for career advancement
- Work directly with a fast-growing U.S. advisory firm
- Exposure to bookkeeping, CFO services, and proactive tax strategy
- Collaborative and supportive team environment
How to Apply
Please send your Resume (in English) and video link through Indeed Messages:
- A 2–3 minute video introduction telling us about yourself and your experience including the industries you've supported.
Job Type: Full-time
Pay: $22,000.00 - $30,000.00 per month
Experience:
- bookkeeping: 3 years (Required)
Language:
Work Location: Remote
