Accounting Advisor

Collective
United States
Remote

Who this role is best for

Accounting professionals with bookkeeping experience and a tech-forward mindset will find this high-volume, contract-based role with a focus on automation and collaboration.

Best fit for

  • Candidates with 2+ years of accounting experience and a background in automated systems will thrive here.
    — “2+ years of accounting or bookkeeping experience”
  • Individuals who excel at reconciling accounts and preparing financial statements for small businesses are well-suited for this role.
    — “Prepare and review Profit & Loss and Balance Sheet statements”

Things to consider

  • The role requires a commitment to a 12-month contract, which may not be ideal for those seeking short-term or project-based work.
    — “This is a 12 month contract.”
  • The work arrangement is remote, but asynchronous communication is a key requirement, which may not suit all candidates.
    — “the ability to support clients and partner teams professionally via asynchronous communication”

How to stand out

  • Highlight your experience with automated workflows and AI tools in your resume and interview responses.
    — “Tech-forward mindset with proven ability to adapt to cloud-based accounting stacks, CRMs, and automated workflow tools and AI”
  • Emphasize your ability to manage high-volume workloads and maintain accuracy under pressure.
    — “high-impact, high-volume role suited for someone who thrives in a fast-paced, detail-driven environment”
  • Showcase your collaboration skills by detailing past work with cross-functional teams like tax or member relations.
    — “Partner with our Member Relations and Tax teams on fundamental accounting workflows”
  • Demonstrate your ability to identify discrepancies and resolve them proactively, especially in automated systems.
    — “Identify and escalate ledger discrepancies, trend anomalies, or missing data prior to month-end close.”
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • accurate financial guidance
  • monthly closes
  • exception workflow management
Typical background
accounting or bookkeeping experiencedegree in Accounting

Skills & requirements

Required

AccountingBookkeepingTax ServicesCloud-based Accounting StacksAsynchronous Communication

Preferred

CPACBCPB

Stack & domain

AccountingBookkeepingTax ServicesCloud-based Accounting StacksCrmsAutomated Workflow ToolsAIAttention To DetailWritten CommunicationTeam-oriented MindsetProfessionalismIntegrityAccountabilityCPACBCPBFinance

About the role

Original posting from Collective via Ashby

About Collective:

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. We are 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.

About the role:

As an Accounting Advisor, you'll 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.

As an Accounting Advisor, you’ll join Collective’s team during our peak season, playing a vital role as a trusted bookkeeping expert to our members and internal partners. You’ll manage a portfolio of members, executing monthly closes, maintaining accurate ledgers, and delivering exceptional financial guidance.

Please note: This is a 12 month contract.

What you'll do:

  • 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.

What you'll bring:

  • 2+ years of accounting or bookkeeping experience
  • Bachelor’s degree in Accounting or related field required; CPA, CB, or CPB a bonus
  • 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

#LI-Remote

Source: Collective careers (Ashby)

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