{"id":3927035,"url":"https://alion.io/job/plan-left-accounting-specialist-us-client-support","title":"Accounting Specialist (US Client Support)","company":{"id":4417699,"name":"Plan Left","domain":"planleft.com","url":"https://alion.io/company/planleft","size_band":"51-200","is_staffing_agency":false,"employer_type":"staffing","is_intermediary":false,"listed_via":null,"ats_vendor":"Breezy","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"posting_text","remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Philippines"],"countries":["PH"],"hiring_countries":["US","PH"],"hiring_countries_total":2,"salary":null,"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"QuickBooks","optional":false}],"status":"live","first_seen_at":"2026-11-07T16:52:03Z","employer_posted_date":"2026-11-07","last_verified_at":"2026-11-09T09:21:59Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"About the Role\nWe are seeking a highly disciplined, elite Certified Public Accountant (CPA) based in the Philippines with a proven track record in US small business accounting to own the day-to-day back-office books for our growing digital agency.\nIn this role, you will manage everything from high-frequency reconciliations and service-business invoicing to regulatory payroll data preparation and month-end closes. You will work directly with our US leadership team and outside CPA to keep QuickBooks Online pristine.\nThe ideal candidate is an analytical, process-driven expert who understands the compliance logic behind US accounting workflows and knows how to resolve routine issues independently while maintaining absolute adherence to hard operational deadlines. This is a permanent, full-time remote position.\nResponsibilities\nReconciliations & Month-End Close\nWeekly Deadlines: Reconcile every bank, credit card, and payment clearing account in QuickBooks Online weekly. Complete all weekly reconciliations every Monday so QBO matches real-time banking data perfectly.\nAnomaly Auditing: Instantly catch and flag discrepancies (missing deposits, duplicate entries, or payment processing timing mismatches). Trace unusual transactions back to contracts or bank feeds before posting; complex journal entries must be prepared with documentation for leadership approval.\nClose Execution: Deliver a clean month-end close package (P&L, Balance Sheet, and AR aging) by the 10th of every month. Ensure zero transactions are left in \"Uncategorized Expenses\" or \"Ask My Accountant.\"\nCPA Readiness: Maintain a continuous audit trail to keep books pristine and ready for our outside US CPA's quarterly reviews and tax filings.\nInvoicing & Accounts Receivable (AR)\nAgency Invoicing: Own monthly invoicing for all recurring agency clients through Nickel, ensuring all invoices are generated and distributed on the 1st of every month.\nContract Lifecycle: Issue custom, one-time project invoices immediately as new client contracts are executed.\nCollections Monitoring: Track open invoices, systematically apply payments to the correct customer balances, and aggressively send structured payment reminders on accounts 15+ days past due to protect cash flow.\nAccounts Payable (AP) & Payroll Compliance Prep\nLedger Maintenance: Enter vendor bills, match receipts, schedule payments, and maintain master vendor file integrity.\nPayroll Data Packaging: Collect international and US domestic contractor hours, review virtual assistant timesheets, audit rate changes, and compile data fields into accurate payroll-ready spreadsheets.\nW-2 vs. 1099 Clerical Compliance: Audit worker inputs to ensure strict regulatory distinction between W-2 employees and 1099 independent contractors (including tracking visa restrictions and work-status requirements). Format and cross-reference onboarding paperwork (W-4, I-9 concepts, and W-8 BEN/BEN-E collection) so payroll data packages can be seamlessly uploaded or executed by a US-based reviewer via Gusto or ADP.\nDocumentation & Communication\nSOP Architecture: Build, continuously optimize, and maintain comprehensive written Standard Operating Procedures (SOPs) for every recurring back-office process.\nAsynchronous Communication: Maintain a professional, highly responsive communication standard with US team members and clients, responding to inquiries within one business day.\nQualifications\nRequired\nActive CPA License: Must be a Certified Public Accountant in the Philippines.\nUS Accounting Expertise: 3+ years of direct, full-cycle bookkeeping history specifically for US-based small businesses.\nSoftware Stack: Elite, daily hands-on proficiency in QuickBooks Online (QBO), including bank feeds, advanced bank rules, clearing accounts, and multi-currency reconciliations.\nUS Payroll/Tax Literacy: Deep conceptual understanding of US payroll structures, payroll tax cycles, and compliance differences between W-2 and 1099 classifications (including international W-8 BEN onboarding logic).\nService Business Acumen: Direct experience managing high-volume AR collections, structured billing cycles, and AP workflows for professional services or agency business models.\nCommunication: Flawless written and verbal English skills suitable for direct communication with US business executives and vendors.\nPreferred\nAgency Background: Direct experience supporting a digital marketing agency, MarTech firm, or consultancy.\nCertifications: QuickBooks Online ProAdvisor certification.\nTool Stack Familiarity: Experience using Gusto, ADP, Wise, or invoicing/payment platforms like Nickel.\nProcess Documentation: A portfolio or proven track record of writing detailed technical accounting SOPs.\nWhat Success Looks Like\nWithin your first 6 months:\nZero Backlog: All QBO bank feeds and card profiles are cleared daily, and books match actual statements every single Monday.\nFlawless Close: Recurring client invoicing goes out flawlessly on the 1st of the month, and a clean, fully-reconciled month-end package is compiled and delivered to the US team by the 10th.\nCompliance Certainty: Payroll preparation files are compiled with 100% data integrity, properly categorizing international vs. US resources, leaving zero administrative friction for the US-based final payroll reviewer.\nInstitutional Knowledge: Every recurring financial task is fully mapped into a clean, repeatable SOP document, significantly reducing the amount of time leadership needs to spend managing books.","description_format":"text","description_chars":5497,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"English","level":"All 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