Staff Accountant Client Accountant

STAFF ACCOUNTANT, CLIENT ACCOUNTING

Teamswell is a high-growth nearshore outsourcing company working for US companies. Our mission is to help small and medium-sized US businesses grow and become more profitable by having access to highly engaged, skilled, and experienced talent at a fair price, and to generate career opportunities for bilingual professionals in Latin America with fair compensation and professional and personal growth opportunities.

We are currently looking for a Staff Accountant, Client Accounting to support the day-to-day accounting operations for a portfolio of venture-backed startup clients. This is a full-time, hands-on, client-facing role within a professional services firm, supporting Controllers, Accounting Managers, and senior accountants across a range of transactional accounting and close-related workflows.

In Teamswell every team member has an instrumental role and impact on the success of our business and our client’s success, so we seek to have highly motivated individuals who thrive in a fast-paced work environment, who are intelligent, eager to work hard, reliable, and able to communicate effectively with all levels of an organization. Our Staff Accountant, Client Accounting will possess the skills and experience required and will also possess a positive attitude and ability to solve complex problems and work in a fast-paced and rapidly changing environment. We value people who are good communicators, quick learners, scrappy about finding creative solutions to problems, and conscious of their work quality. We expect all our team members to deliver excellence in both technical expertise as well as in their everyday relationships with their team.

CORE RESPONSIBILITIES

Transactional Accounting

·       Own day-to-day accounts payable workflow across multiple client accounts, including reviewing, coding, and processing vendor invoices, and preparing ACH, check, and card payments for approval.

·       Support accounts receivable processes across assigned clients, including invoicing, customer follow-up, and cash application, as needed.

·       Perform bank, credit card, and balance sheet account reconciliations.

·       Prepare and post journal entries and supporting schedules under the review of a senior accountant, Accounting Manager, or Controller.

Close Support

·       Support monthly, quarterly, and annual close processes across multiple client entities, including preparing workpapers and supporting schedules.

·       Maintain vendor and customer records, W-9s, 1099 tracking, and consistency between subledgers (AP, AR, payroll, billing) and QuickBooks Online.

·       Review AP and AR aging and proactively flag overdue items, exceptions, or risks.

Client and Vendor Communication

·       Communicate professionally and directly with clients and vendors on routine accounting matters.

·       Escalate non-routine issues, disputes, or coding questions to the appropriate Controller, Accounting Manager, or senior accountant.

Systems, Process, and Documentation

·       Maintain organized, audit-ready support for transactions and reconciliations.

·       Collaborate with the broader client accounting team on process consistency and workflow improvement.

·       Apply AI, automation, and modern workflow tools to improve efficiency and documentation quality.

REQUIRED EXPERIENCE & QUALIFICATIONS

·       2+ years of hands-on accounting experience across accounts payable, accounts receivable, reconciliations, or general ledger transaction processing.

·       Strong QuickBooks Online experience. This is a hard requirement.

·       Experience with Bill.com, Ramp, Brex, or similar AP/spend management tools.

·       Ability to work independently, stay organized, manage recurring workflows, context switch effectively across clients, and know when to escalate.

·       Strong written and verbal English and professional communication skills.

·       Experience handling confidential financial information with professionalism and discretion.

·       Prior experience in an outsourced accounting, CAS, bookkeeping, or similar client-service environment.

·       Experience supporting multiple client accounts simultaneously.

·       Experience across the full accounting cycle, including AP, AR, reconciliations, and journal entries, rather than AP alone.

·       Experience supporting venture-backed startups or other fast-moving businesses.

·       Familiarity with 1099 tracking, year-end preparation, or filing support.

·       Exposure to deeptech, hardtech, applied AI, or other technically complex industries is a plus