Trust Accountant Support Trainer

2 semanas atrás


São Paulo, Brasil The Methodical Group Tempo inteiro

Trust Accountant Support Trainer

Location: Brazil, fully remote

Type: Full-time, 8hours/day

Availability: ASAP to 2 weeks

Rate: 5,000 BRL to 14,000 BRL per month

Level: Junior to Senior

Setup: PJ/Consultancy

Industry: Hospitality/Accommodation/Rental

Experience:

- Accounting or Bookkeeping (Required)
- Onboarding Clients to understand Accounting

Equipment: Needs to have own machine, equipment not provided

Job Description

Do you have a strong accounting background but want more variety than balance sheets and reports? Do you enjoy teaching others, solving problems, and helping people succeed? If so, this role might be the perfect fit.

As a Software Accounting Trainer / Onboarding Specialist, you'll play a key role in guiding new clients in the vacation rental industry through their onboarding process. You'll ensure proper setup of taxes, fees, and trust accounting, and train clients on how to use the software system effectively to stay compliant and confident. This role blends accounting expertise with training, customer service, and problem-solving in a dynamic, fast-paced environment.

Key Responsibilities

- Lead onboarding and transition sessions for new vacation rental clients, ensuring accurate accounting system setup.
- Train clients via Zoom on all accounting functions within the system, including trust accounting.
- Perform and review accounting tasks such as:
- Bank and non-bank account reconciliations
- Entering transactions and journal entries
- Preparing Trial Balance and Trust reports
- Reviewing client entries for errors and developing correction plans
- Identify misplaced or invalid data, troubleshoot issues, and ensure timely resolution.
- Respond to support tickets and client calls promptly, providing clear, professional guidance.
- Build and maintain strong client relationships through exceptional customer service.
- Write and update knowledge base articles to support client and internal education.
- Lead webinars and group training sessions for clients and staff on accounting best practices.
- Document and analyze client questions and escalate issues when necessary.
- Collaborate with instructional design and internal teams to create and improve training resources.
- Participate in team meetings and internal projects, contributing to process improvements and knowledge sharing.

Qualifications & Requirements

- 2–5 years of accounting or bookkeeping experience, preferably in property management or vacation rental industries.
- Bachelor's degree in Accounting or equivalent professional experience.
- Strong understanding of accounting principles; trust accounting knowledge highly preferred.
- Experience with accounting for vacation rentals, property management, or hospitality a strong plus.
- Proficiency with Excel, Word, and video conferencing tools (Zoom or equivalent).
- Proven success in delivering excellent customer service.
- Ability to communicate complex accounting concepts clearly to clients and colleagues.
- Strong organizational skills, time management, and attention to detail.
- Professional, polished, and engaging personality with an approachable teaching style.
- Thrives in a fast-paced environment; quick learner and adaptable team player.

Why Join Us?

This role is ideal for accounting professionals who want to apply their technical expertise in a more dynamic, client-facing role. You'll directly support vacation rental property managers by helping them master their accounting systems, stay in trust, and operate with confidence. At the same time, you'll build skills in training, client success, and process improvement while working in one of the fastest-growing segments of the hospitality industry.



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