Accounting Professionals: Evaluation of Core Workflows

Terac
United States
RemoteCareer-pivot friendly

Who this role is best for

Best suited to mid-level accounting professionals working in financial reporting or tax preparation who are comfortable discussing technical software challenges in a professional setting and have experience with industry-standard platforms in the United States.

Best fit for

  • Mid-level professionals with hands-on experience in financial reporting or tax preparation using standard accounting software
    — “mid-level accounting professionals who regularly handle financial reporting, tax preparation, or bookkeeping”
  • Candidates who can articulate technical software challenges and process inefficiencies clearly
    — “Comfortable discussing technical software challenges in a professional setting”
  • Individuals with practical experience using QuickBooks, UltraTax, or CCH ProSystem fx for daily tasks
    — “Hands-on experience with tools like QuickBooks Desktop, UltraTax CS, CCH ProSystem fx, or Excel”

Things to consider

  • The role requires a remote session and may demand availability for a specific time window.
    — “During this remote session, you will walk us through a typical workflow”

How to stand out

  • Highlight your ability to identify inefficiencies in accounting workflows and suggest improvements.
    — “identify areas where standard processes can be improved”
  • Demonstrate a clear understanding of how you use specific accounting software features in daily tasks.
    — “describe how you utilize specific features within your primary accounting software”
  • Emphasize your experience with industry-standard tools like QuickBooks, UltraTax, or CCH ProSystem fx.
    — “practical experience relying on industry-standard platforms like QuickBooks, UltraTax, or CCH ProSystem fx”
Pace · SteadyCollaboration · LowAutonomy · MediumDecision Impact · Individual

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

What success looks like

  • evaluation of current software tools efficiency
  • identification of workflow improvements
Typical background
mid-level accounting professional with experience in financial reporting or tax preparation

Skills & requirements

Required

Financial ReportingTax PreparationAccounting Software Utilization

Preferred

Software EvaluationWorkflow Improvement

Stack & domain

QuickbooksUltrataxCCH Prosystem FxExcelAccounting WorkflowsFinancial ReportingTax PreparationBookkeeping

About the role

Original posting from Terac via Ashby

WHAT WE'RE RESEARCHING

We are running a paid study on accounting workflows to understand how financial professionals manage their daily tasks. The goal is to evaluate the efficiency of current software tools and identify areas where standard processes can be improved. Your feedback will help shape better solutions for core accounting operations.

HOW IT WORKS

During this remote session, you will walk us through a typical workflow for managing financial records or tax preparation. You will discuss how you utilize specific features within your primary accounting software to complete these tasks. We will ask you to react to different scenarios and describe the challenges you face during busy reporting periods. Finally, you will provide feedback on potential workflow improvements and software integrations.

WHO THIS IS FOR

We are looking for mid-level accounting professionals who regularly handle financial reporting, tax preparation, or bookkeeping. We welcome CPAs, staff accountants, tax associates, and corporate bookkeepers. Candidates should have practical experience relying on industry-standard platforms like QuickBooks, UltraTax, or CCH ProSystem fx to complete their core work.

WHAT YOU'LL DO

  • Walk us through your typical process for managing financial data.
  • Describe how you utilize your primary accounting software in your day-to-day work.
  • Evaluate specific workflow scenarios and provide professional feedback.
  • Discuss common bottlenecks you encounter during critical reporting periods.

WHO SHOULD APPLY

  • Active role as an accountant, bookkeeper, or tax professional
  • Hands-on experience with tools like QuickBooks Desktop, UltraTax CS, CCH ProSystem fx, or Excel
  • Familiarity with managing daily financial reporting or tax preparation workflows
  • Comfortable discussing technical software challenges in a professional setting

COMPENSATION

$1,500 per task

READY TO PARTICIPATE?

Start your paid interview now https://terac.com/interview/start/r/33fa7aeb-51ac-4ff0-9ff2-bd832dd345d3?utm_source=ashby_listing_description

ABOUT TERAC

Terac is building the world's largest pool of vetted human experts for AI. Researchers, AI labs, and product teams use Terac to recruit, screen, and pay study participants across industries, languages, and skill sets.

Learn more at terac.com https://terac.com or on YouTube at @jointerac https://www.youtube.com/@jointerac.

Source: Terac careers (Ashby)

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