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Elevate and Delegate
Elevate and Delegate
1 – 10 Employees
B2BHR TechRecruitment
Elevate and Delegate is an HR technology and recruitment company that helps businesses build and manage high-performing remote teams. It sources overseas talent for roles including virtual assistance, bookkeeping, customer service, and video editing, then supports clients through hiring and onboarding. Its approach combines strategy sessions to identify staffing needs with ongoing placement support, helping B2B organizations expand their capabilities while keeping workloads manageable. Elevate and Delegate also provides a 90-day satisfaction guarantee for its placements.
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Senior Client Accounting and Tax Accountant

Oversee bookkeeping, reconciliations, financial reporting, and tax compliance for small and midsize business clients. Mentor junior accountants and refine processes at a growing accounting and advisory firm.

INIndiaMXMexicoPHPhilippinesRemoteFull-timeSeniorEnglish RequiredAccounting Manager

Description

  • Oversee bookkeeping and accounting across multiple client accounts
  • Reconcile bank, credit card, and other accounts each month
  • Support month-end close and maintain accurate, complete financial records
  • Prepare and review financial statements and general ledger activity
  • Investigate and resolve accounting discrepancies
  • Deliver accurate, high-quality work on schedule
  • Prepare and review individual and business tax returns
  • Support tax planning, compliance, and research
  • Collect and organize client tax details and supporting documents
  • Answer accounting and tax questions and assist clients during tax season
  • Coordinate with the CPA on tax deliverables
  • Manage multiple client engagements and deadlines
  • Keep clients informed and follow up for outstanding information
  • Handle day-to-day accounting questions as a client contact
  • Review and mentor junior accounting staff
  • Improve accounting workflows, documentation, and quality controls
  • Act as the first escalation point for accounting questions
  • Find efficiencies, standardize processes, and reduce errors

Requirements

  • Bring 5–7 or more years of public accounting or client accounting experience
  • Have required experience with Drake Tax and TaxDome
  • Have required QuickBooks Online experience
  • Demonstrate strong bookkeeping and accounting fundamentals
  • Have prepared business and/or individual tax returns
  • Have managed multiple clients and competing deadlines
  • Show strong attention to detail and organizational skills
  • Communicate effectively in written and spoken English
  • Work independently with minimal supervision
  • Show ownership, follow-through, and problem-solving ability
  • CPA or CPA candidate status is preferred
  • Experience at a U.S. CPA firm is preferred
  • Experience supervising, mentoring, or managing remote accounting teams is preferred
  • Client-facing accounting and advisory experience is preferred

Benefits

  • Communicate directly with clients and handle client matters independently
  • Receive salary and payments directly from the client
  • Take vacation leave and holidays in line with client business needs and policies
  • Help build and lead a growing accounting team
  • Gain exposure to bookkeeping, tax, fractional CFO, and M&A advisory work
  • Work directly with an experienced CPA and former Wall Street finance professional
  • Pursue long-term career growth and leadership opportunities
  • Make a meaningful contribution as the firm expands
  • Complete a Loom video application with interview guidance

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