Client Accounting Advisor

At CFO Associates, we help businesses make confident financial decisions by providing outsourced accounting, controller, and CFO services. We're a rapidly growing CPA firm known for our forward-thinking approach, collaborative team, and client-first culture.

Duties and Responsibilities

As a Client Accounting Advisor, you'll serve as a trusted financial partner to multiple clients, managing day-to-day accounting and providing valuable insight into their financial performance, with a primary focus on clients operating under Puerto Rico Act 60 tax incentive decrees.

Key Responsibilities:

• Serve as a key accounting contact for Act 60 decree holders, supporting compliance with reporting, audit, and annual report requirements
• Monitor and document client adherence to Act 60 decree conditions, including employment thresholds, investment requirements, and charitable contribution obligations
• Manage day-to-day accounting operations for assigned clients
• Process and oversee Accounts Receivable, Accounts Payable, and cash flow activity
• Prepare weekly, bi-weekly, and/or Month-End Financial Statements and Forecasts
• Reconcile General Ledger activity and ensure data accuracy
• Build and maintain client relationships through proactive, timely communication
• Analyze financial trends and flag opportunities for growth and efficiency
• Support job costing, budgeting, and project profitability reporting
• Assist in implementing automation tools and process improvements
• Work with software like QuickBooks Online/Desktop, Bill.com, and Fathom

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field
• 2+ years of experience in public accounting or similar role
• Working knowledge of Puerto Rico Act 60 tax incentive programs — including Individual Investors Act (Chapter 2), Export Services (Chapter 3), and related decree compliance requirements — strongly preferred
• Working knowledge of GAAP
• Strong Excel and Microsoft Office skills
• Strong communication skills and client-facing confidence
• Highly organized, detail-oriented, and eager to learn
• Experience with job and project accounting, commission tracking, or property management systems is a plus
• Familiarity with QuickBooks Online & Bill.com required

Benefits

• Hybrid work schedule: in-office Monday and Tuesday at our San Juan, PR office; remote the remainder of the week
• 401(k) with company match
• Health, Dental, and Vision insurance
• Professional development support
• Generous paid time off
• Uncapped Commissions
• Work in a growth-oriented, supportive, and innovative firm