Senior Accountant (CAS) - Bilingual (Spanish)

Rodriguez CPA PLLC | Remote / Hybrid (North Carolina Preferred)

Industry Focus: Construction & Trades

Rodriguez CPA PLLC is a fast-growing CPA firm specializing in Client Advisory Services (CAS) for construction and trade businesses. We go beyond bookkeeping — we provide financial clarity, job costing insight, and proactive advisory to help our clients grow.

We're seeking a bilingual (English/Spanish) Senior Accountant who thrives in a client-facing environment and wants to grow into a Client Accounting Manager / advisory role.

The Senior Accountant is a key member of our CAS team and serves as the primary point of contact for assigned clients. This role owns the full accounting cycle, delivers accurate financials, and supports clients with insights that drive better business decisions.

This is not a back-office role. You'll work directly with business owners, not just their numbers.

Client Accounting & Month-End Close

• Own the month-end close process for multiple clients, with minimal errors
• Maintain general ledger accuracy and proper classification of transactions
• Reconcile cash, AP, and AR accounts; resolve discrepancies
• Prepare accruals, prepaids, deposits, fixed assets, depreciation, amortization, and payroll liabilities
• Apply base knowledge of accrual and cash basis accounting
• Understand multi-entity accounting and inter-company transactions
• Manage day-to-day client tasks within the agreed scope of services, and flag out-of-scope requests before completing them

Financial Reporting

• Deliver accurate, compliant financial statements (balance sheet, income statement, cash flow)
• Analyze trends and performance to identify issues and opportunities, not just report numbers
• Prepare relevant work papers for monthly, quarterly, and annual close

Budgeting, Forecasting & Analytics

• Assist in developing annual budgets and financial forecasts
• Monitor budget-to-actual variances and recommend improvements
• Support dashboard and KPI frameworks for client metrics

Client Communication

• Serve as the primary day-to-day client contact, professionally in both English and Spanish
• Provide accounting guidance, answer questions, and escalate high-risk or elevated issues to your manager with full context
• Understand payroll returns and the regulatory/confidentiality requirements around payroll data

Construction Industry Focus

• Understand job costing principles and support project profitability reporting
• Work hands-on with construction and trades clients on the financial issues specific to their industry

Technology

• Advanced Excel skills (VLOOKUPs, pivot tables)
• Working knowledge of QuickBooks Online (required); exposure to QuickBooks Desktop, NetSuite, or Sage Intacct a plus
• Comfort with Bill.com, Gusto, ADP, or similar AP/payroll systems
• Willingness to learn industry-specific sub-systems (POS, inventory) and assist with software implementations/conversions

Required

• Fluent bilingual English/Spanish
• Bachelor's degree in Accounting, Finance, or a related field
• 4 years of accounting experience, including strong month-end close experience
• Solid understanding of financial statements
• QuickBooks Online experience

Preferred

• CPA or actively pursuing CPA (CGMA also valued)
• Public accounting or CAS firm experience
• Construction industry or job costing experience
• Experience with Bill.com, Gusto, ADP, or similar systems

• Month-end close completed accurately and on time, every time
• Clients feel confident and supported, not just handed a report
• Financial statements are understood by the client, not just delivered
• Issues are caught early and communicated clearly, before they become problems
• You're proactively using technology to make processes more efficient

$75,000 – $90,000 based on experience, plus performance bonus

• Clear growth path toward Client Accounting Manager / Advisory role