About the Company: MYCPE ONE is a leading solutions provider exclusively for CPA and Accounting firms across the United States, Canada, and the United Kingdom. With a comprehensive range of services—including Continuing Education, Offshore Staffing, Local Talent Hiring, and M&A Advisory—we deliver essential, cost-effective solutions to support firms of all sizes. Trusted by over 4000 CPAs and public accounting firms, MYCPE ONE combines deep industry expertise with an unparalleled client retention rate to drive growth and success. We’re headquartered in Sugar Land, TX, with operational centers across India and the Philippines.

Position: Team Lead
Location: Mexico- WFO
Working hours: 9AM – 6PM/ 10 AM - 7PM Guadalajara Time

Key Responsibilities:

• Finalization of Accounts.
• Prepare Financial Statements. Financial Review and Management reporting
• Month/Year end Journal Entries.
• Payroll Compliance and Payroll returns filings (940/941). Sales Tax working and Sales Tax return filing
• Ensure clients consistently receive service excellence in line with our service standards
• Participate in external and internal training as required, Certification of any of the Software's.
• Review workflow of different clients independently and maintain a system of monitoring the workflowstrong
• Onboarding of New clients account and helping and guiding team members.
• Active participation in Training of team members.
• Managing and mentoring a team of individuals consisting of Associates, and Senior Associates & Team Leads.
• Identify and assist in the solution of engagement (client) technical issues, anomalies, and non-routine items.
• Responsible for project management, quality control, review of deliverables, and for embedding theprinciples of exceptional client service of being connected.
  

• 1–3 years of experience in bookkeeping or accounting support, preferably working with U.S.-basedclients or accounting firms.
• Strong understanding of accounting principles and financial record management.
• Experience with accounting software such as QuickBooks, Xero, or similar ERP/accounting platforms.
• Intermediate to advanced proficiency in Microsoft Excel.
• Strong analytical skills with high attention to detail and accuracy.
• Good written and verbal communication skills in English.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (Licenciatura en Contaduría, Finanzas o afín).
• Experience working in shared services, BPO/KPO, or accounting outsourcing environments.
• Familiarity with U.S. accounting processes and financial reporting.
• Basic understanding of U.S. tax and payroll processes is a plus.
• English roficiency preferred (B1–B2 or higher)