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Lead Accountant

Job Overview

Location

Latin America

Job Type

Full-time

Category

Accounting

Date Posted

March 18, 2026

Full Job Description

đź“‹ Description

  • • Lead Accountant role at Agent Inc., a rapidly growing tax preparation firm specializing in e-commerce sales tax solutions for Shopify-based clients; this position is critical to scaling operations, ensuring compliance, and supporting U.S.-based businesses through expert financial oversight and team leadership.
  • • The role combines technical accounting expertise with people management and client-facing responsibilities, directly impacting service quality, operational efficiency, and strategic growth in a remote-first environment serving Latin America-based professionals supporting U.S. clients.
  • • Day-to-day responsibilities include reviewing monthly financial and tax documents for accuracy and completeness, managing and mentoring team members to ensure high-quality output and professional development, handling complex client communications with 24-hour response expectations, coordinating special projects such as audits and process optimization, collaborating cross-functionally with leadership to align team efforts with business goals, identifying workflow improvements, executing client audits and advanced tax research, developing process enhancements for team efficiency, and supporting strategic objectives through data-driven recommendations.
  • • The team at Agent Inc. is composed of dedicated professionals focused on delivering innovative tax strategy and compliance services; the company values precision, proactive problem-solving, and continuous learning, offering a collaborative yet autonomous environment where leadership is encouraged and expertise is leveraged to serve a niche but expanding market.
  • • In this role, the Lead Accountant will deepen expertise in e-commerce sales tax, strengthen leadership and mentoring capabilities, gain experience in process optimization and project coordination, and position themselves for advancement into senior finance or operations roles while contributing directly to the scalability of a high-growth fintech-adjacent business.

🎯 Requirements

  • • 3–5 years of experience in accounting and project management
  • • Strong numerical aptitude and attention to detail
  • • Previous team leadership or supervisory experience
  • • Excellent written and verbal communication skills, particularly with U.S.-based clients
  • • Proficiency with Excel, including pivot tables, complex formulas, and financial reporting
  • • Familiarity with e-commerce platforms (Shopify preferred)
  • • Exposure to project management or workflow tools
  • • Knowledge of sales tax software such as Avalara
  • • CPA certification or active progress toward obtaining it

🏖️ Benefits

  • • Fully remote position with flexible working hours (Monday–Friday, 9 AM–5 PM CST)
  • • Competitive monthly salary range of $2,500–$3,000 based on experience and assessment
  • • Opportunity to work with a growing tax tech firm serving U.S. e-commerce clients
  • • Professional development through mentoring, special projects, and exposure to advanced tax compliance workflows
  • • Clear path for career advancement into senior accounting or finance leadership roles
  • • Engagement with cutting-edge sales tax automation tools and e-commerce financial ecosystems

Skills & Technologies

Senior
Remote

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About Agent Inc.

Agent is a technology company that operates a global talent marketplace connecting employers with pre-vetted professionals in fields such as software engineering, design, marketing and finance. The platform uses AI-driven matching and rigorous screening to streamline remote hiring, handling contracts, payments and compliance across 150+ countries. Businesses scale teams quickly without traditional recruitment overhead, while professionals access curated remote opportunities. Founded in 2016, Agent maintains headquarters in San Francisco and a distributed workforce, serving startups through Fortune 500 clients seeking on-demand expertise.

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