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About the Role
As an Accounting Advisor, you will play a critical role in delivering accurate, timely, and meaningful financials to our members. This is a high-impact, high-volume role suited for someone who thrives in a fast-paced, detail-driven environment and is passionate about helping small business owners succeed. You will manage a portfolio of members, executing monthly closes, maintaining accurate ledgers, and delivering exceptional financial guidance.
Responsibilities
- Categorize high-volume transactions, optimize automated bank feeds, and evaluate Global and Member rules for accuracy and reasonableness
- Manage AI exception workflows by reviewing & resolving cases flagged by automation
- Reconcile bank, credit card, and other key accounts monthly
- Prepare and review Profit & Loss and Balance Sheet statements
- Ensure accuracy of payroll and tax-related documents and how they are posted to the books
- Close member books on a monthly basis to streamline year-end tax prep and compliance
- Partner with our Member Relations and Tax teams on fundamental accounting workflows, financial statement interpretation, and best practices
- Identify and escalate ledger discrepancies, trend anomalies, or missing data prior to month-end close
Requirements
- 2+ years of accounting or bookkeeping experience
- Working knowledge of bookkeeping and tax principles
- Tech-forward mindset with proven ability to adapt to cloud-based accounting stacks, CRMs, and automated workflow tools and AI
- Proven ability to manage high-volume workloads and prioritize effectively
- Strong attention to detail, clear written communication, and the ability to support clients and partner teams professionally via asynchronous communication
- A team-oriented mindset with a high degree of professionalism, integrity, and accountability
Location
- Remote
Work Type
- Contract
Experience Level
- 2+ years
Education Level
- Bachelor’s degree in Accounting or related field required
- CPA, CB, or CPB a bonus
About the Company
- Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get, so they can focus on their passion, not paperwork.
- Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more.
- Backed by General Catalyst, Sound Ventures, QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft.