Our growing CPA and Consulting Firm is seeking an experienced Manager Consultant – Outsourcing & Client Advisory Services (CAS) to help lead and expand our client accounting services practice.
This is an excellent opportunity for a seasoned accounting professional who enjoys working directly with business owners, managing client relationships, developing teams, and delivering high-value advisory services.
As a key member of our CAS leadership team, you will oversee multiple client engagements, mentor accounting professionals, and contribute to the strategic growth of our outsourcing practice.
About Us
We are a dynamic CPA and Consulting Firm headquartered in Puerto Rico, serving clients across a variety of industries. Our team of approximately 50 professionals is committed to providing exceptional client service while fostering a culture of collaboration, innovation, and continuous growth.
Key Responsibilities
Manage a portfolio of outsourced accounting and advisory clients.Oversee monthly, quarterly, and annual accounting deliverables.Review financial statements, account reconciliations, and supporting workpapers.Serve as the primary point of contact for client relationships.Lead client meetings and present financial results and recommendations.Supervise, coach, and develop senior accountants and staff.Identify process improvements and operational efficiencies.Support implementation and optimization of accounting technology solutions.Collaborate with firm leadership on practice growth initiatives.Assist in identifying additional advisory and consulting opportunities.
Qualifications
Bachelor's degree in Accounting or Finance.CPA designation preferred or equivalent.Minimum of 8 years of progressive accounting experience.Prior experience in Client Accounting Services (CAS), outsourced accounting, controllership, or public accounting.Strong financial reporting and advisory skills.Experience managing client relationships and supervising teams.Advanced knowledge of QuickBooks Online, Microsoft Excel, and cloud-based accounting platforms.Excellent communication and leadership abilities.Bilingual (Spanish and English) preferred.
Engagement Structure
Independent Contractor PositionFlexible work arrangementOpportunity for long-term engagementCompetitive contractor compensation based on experience and scope of responsibilities
Why Join Our Team?
Work with a diverse portfolio of growing businesses.Make a meaningful impact on clients' financial success.Collaborate with experienced professionals in a supportive environment.Help shape and grow a rapidly expanding CAS practice.Enjoy flexibility while contributing at a strategic level.
If you are passionate about helping businesses succeed and are looking for an opportunity to lead, advise, and grow with a forward-thinking firm, we encourage you to apply.
Join us and help build the future of our Outsourcing & Client Advisory Services Practice.
Our growing CPA and Advisory Firm is seeking an experienced Audit Manager (Independent Contractor) to join our Audit & Assurance Practice.
This is an exceptional opportunity for a seasoned audit professional who enjoys leading engagements, mentoring teams, building client relationships, and contributing to the success of a dynamic and expanding firm.
As an Audit Manager, you will play a key leadership role in planning, executing, and reviewing audit engagements while serving as a trusted advisor to clients and a mentor to audit professionals.
About Us
We are a rapidly growing CPA and Consulting Firm based in Puerto Rico, serving clients across multiple industries. Our team is committed to delivering high-quality professional services while fostering a collaborative culture focused on growth, excellence, and client success.
Key Responsibilities
Lead and manage financial statement audit, review, and assurance engagements.Oversee engagement planning, risk assessment, and execution.Review workpapers, financial statements, and engagement deliverables.Ensure compliance with professional standards, firm policies, and quality control requirements.Manage engagement budgets, timelines, and client expectations.Serve as the primary point of contact for clients throughout engagements.Identify accounting, auditing, and internal control issues and provide practical recommendations.Supervise, coach, and develop seniors, staff, and interns.Collaborate with firm leadership on practice management and business development initiatives.Support continuous improvement of audit methodologies and processes.
Qualifications
Bachelor's degree in Business Administration.Active CPA license required.Minimum of 7–10 years of audit experience.Public accounting experience required.Strong knowledge of U.S. GAAP, U.S. GAAS, and risk-based auditing standards.Experience managing multiple engagements simultaneously.Proven leadership and team development skills.Excellent client relationship and communication abilities.Experience with audit software and data analytics tools preferred.Bilingual (Spanish and English) preferred.
Engagement Structure
Independent Contractor PositionFlexible work arrangementOpportunity for recurring and long-term engagementCompetitive compensation based on experience, qualifications, and engagement responsibilities
Why Join Our Team?
Lead challenging and diverse audit engagements.Work directly with firm leadership and key clients.Help shape the future of a growing Audit & Assurance Practice.Collaborate with talented professionals in a supportive environment.Enjoy flexibility while making a meaningful impact.
What Success Looks Like
The successful candidate will be able to:
Deliver high-quality audit engagements on time and within budget.Build strong relationships with clients and team members.Mentor and develop the next generation of audit professionals.Contribute to the growth of the firm's Audit Practice.
Ready to make an impact?
If you are a highly motivated audit professional seeking a flexible leadership opportunity with a growing CPA and Consulting Firm, we invite you to apply.
Join a team committed to excellence, growth, and client success.
Read LessAre you an experienced accounting professional looking to make a meaningful impact beyond traditional bookkeeping? Our growing CPA and Consulting Firm is seeking a highly motivated Senior Accountant to join our Outsourcing & Client Advisory Services (CAS) Division.
In this role, you will serve as a trusted advisor to a diverse portfolio of clients, helping them strengthen their financial operations, improve decision-making, and achieve their business goals.
About Us
We are a dynamic CPA and Consulting Firm based in Puerto Rico with a team of approximately 50 professionals. Our firm is experiencing significant growth and is committed to delivering exceptional client service while fostering a collaborative, professional, and rewarding work environment.
Key Responsibilities
Manage and oversee multiple client accounting engagements.Prepare and review monthly, quarterly, and annual financial statements.Perform account reconciliations and month-end close procedures.Analyze financial information and provide actionable insights to clients.Support budgeting, forecasting, and cash flow management activities.Ensure compliance with accounting standards and regulatory requirements.Supervise, mentor, and review the work of junior accounting staff.Build and maintain strong client relationships through proactive communication and service.Identify process improvement opportunities and recommend best practices.Payroll processing, and other tax compliance processing (e.g. quarterly tax filings, and monthly sales and use tax returns, among others).Qualifications
Bachelor's degree in Business Administration.Minimum of 2-3 years of accounting experience.Public accounting and/or outsourced accounting experience preferred.CPA license preferred. Need to show that is actively in the process of taking the CPA Exam.Strong knowledge of financial reporting and accounting principles.Experience with Accounting Systems such as QuickBooks Online, Sage, Odoo, Oracle, among othersWorking knowledge of Microsoft Office applications such as Excel, Word, Teams, Outlook, and PowerPoint, as well as engagement management and time and billing softwares.Excellent analytical, organizational, and problem-solving skills.Strong interpersonal and client service abilities.Bilingual proficiency in Spanish and English preferred.What We Offer
Competitive compensation package.Performance-based bonus opportunities.Professional development and continuing education support.Collaborative and team-oriented culture.Career growth opportunities within a rapidly expanding firm.Exposure to a variety of industries and business challenges.Flexible and hybrid work arrangements.Why Join Us?
At our firm, you will have the opportunity to work closely with business owners and executives, develop advisory skills, and play an important role in helping clients succeed. We believe in empowering our professionals, investing in their growth, and creating opportunities for long-term career advancement.
If you are looking for a challenging and rewarding opportunity to grow your career while making a meaningful impact, we encourage you to apply.
Apply today and become part of a team committed to excellence, growth, and client success.
SUMMARY OF RESPONSIBILITIES
The Staff accountant is primarily responsible for the preparation of corporate, individual, partnership, fiduciary and other tax returns prepared by the firm. Also is assigned to perform audit procedures for specific accounts and transactions under the supervision of more experienced staff.
ESSENTIAL FUNCTIONS
Perform assigned audit procedures for specific accounts and transactions under the supervision of more experienced staff.Become proficient in the preparation and completion of corporate, individual, partnership, fiduciary and other tax returns prepared by the firm. Assume responsibility for the completion of tax returns under the supervision of more experienced staff. Perform part or the complete accounting cycle for assigned clients under the supervision of more experienced staff.OTHER FUNCTIONS
5. Perform other duties as assigned from time to time by the senior accountants, engagement managers, or engagement partners.
WORKING CONDITIONS
Involves work in the firm's office or on the client's premises. Work on the client's premises may require the use of the staff member's personal car.Moderate to low overtime required throughout the year. High level of overtime may be required to complete audit and tax engagements.
JOB QUALIFICATIONS
Must have at least a college undergraduate degree and have completed at least 30 hours in college-level accounting courses. Staff accountants normally have zero to three (0-3) years’ experience in public accounting.CPA License strongly preferred.Should become familiar with the firm's policies and procedures.Understand the AICPA's Code of Professional Conduct, generally accepted auditing standards, and the accounting standards established by relevant designated standard-setting bodies.Become familiar with pertinent IRC sections and regulations.Obtain a working knowledge of tax and accounting research techniques and the various research sources in the firm library.Obtain a working knowledge of firm technology, including time and billing software.Computer literate in Microsoft Office application such as Word, Excel, Power Point, teams and outlook.Excellent verbal and written skills.Read Less
SUMMARY OF RESPONSIBILITIES
The Staff accountant is primarily responsible for the preparation of corporate, individual, partnership, fiduciary and other tax returns prepared by the firm. Also is assigned to perform audit procedures for specific accounts and transactions under the supervision of more experienced staff.
ESSENTIAL FUNCTIONS
Perform assigned audit procedures for specific accounts and transactions under the supervision of more experienced staff.Become proficient in the preparation and completion of corporate, individual, partnership, fiduciary and other tax returns prepared by the firm. Assume responsibility for the completion of tax returns under the supervision of more experienced staff. Perform part or the complete accounting cycle for assigned clients under the supervision of more experienced staff.OTHER FUNCTIONS
5. Perform other duties as assigned from time to time by the senior accountants, engagement managers, or engagement partners.
WORKING CONDITIONS
Involves work in the firm's office or on the client's premises. Work on the client's premises may require the use of the staff member's personal car.Moderate to low overtime required throughout the year. High level of overtime may be required to complete audit and tax engagements.
JOB QUALIFICATIONS
Must have at least a college undergraduate degree and have completed at least 30 hours in college-level accounting courses. Staff accountants normally have zero to three (0-3) years’ experience in public accounting.CPA License strongly preferred.Should become familiar with the firm's policies and procedures.Understand the AICPA's Code of Professional Conduct, generally accepted auditing standards, and the accounting standards established by relevant designated standard-setting bodies.Become familiar with pertinent IRC sections and regulations.Obtain a working knowledge of tax and accounting research techniques and the various research sources in the firm library.Obtain a working knowledge of firm technology, including time and billing software.Computer literate in Microsoft Office application such as Word, Excel, Power Point, teams and outlook.Excellent verbal and written skills.Read Less
SUMMARY OF RESPONSIBILITIES
The Staff accountant is primarily responsible for the preparation of corporate, individual, partnership, fiduciary and other tax returns prepared by the firm. Also is assigned to perform audit procedures for specific accounts and transactions under the supervision of more experienced staff.
ESSENTIAL FUNCTIONS
Perform assigned audit procedures for specific accounts and transactions under the supervision of more experienced staff.Become proficient in the preparation and completion of corporate, individual, partnership, fiduciary and other tax returns prepared by the firm. Assume responsibility for the completion of tax returns under the supervision of more experienced staff. Perform part or the complete accounting cycle for assigned clients under the supervision of more experienced staff.OTHER FUNCTIONS
5. Perform other duties as assigned from time to time by the senior accountants, engagement managers, or engagement partners.
WORKING CONDITIONS
Involves work in the firm's office or on the client's premises. Work on the client's premises may require the use of the staff member's personal car.Moderate to low overtime required throughout the year. High level of overtime may be required to complete audit and tax engagements.
JOB QUALIFICATIONS
Must have at least a college undergraduate degree and have completed at least 30 hours in college-level accounting courses. Staff accountants normally have zero to three (0-3) years’ experience in public accounting.CPA License strongly preferred.Should become familiar with the firm's policies and procedures.Understand the AICPA's Code of Professional Conduct, generally accepted auditing standards, and the accounting standards established by relevant designated standard-setting bodies.Become familiar with pertinent IRC sections and regulations.Obtain a working knowledge of tax and accounting research techniques and the various research sources in the firm library.Obtain a working knowledge of firm technology, including time and billing software.Computer literate in Microsoft Office application such as Word, Excel, Power Point, teams and outlook.Excellent verbal and written skills.Read Less
