Job Description

Job Description

Job Description

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 Position
• Flexible work arrangement
• Opportunity for long-term engagement
• Competitive 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.

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