Senior Bookkeeper | U.S. Client Accounting

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 Linkedin Messages:

A 2–3 minute video introduction telling us about yourself and your experience including the industries you've supported.