Accounting Manager - CPA

Taekus
United States
Remote

Who this role is best for

Best suited to candidates with accounting experience and a detail-oriented mindset working in a fintech startup environment.

Best fit for

  • Candidates with accounting experience and a strong ability to reconcile conflicting financial data sets
    — “reconciling discrepancies, mapping accounts, and aligning how the books are structured with how we model the business”
  • Individuals interested in transitioning from external to internal finance operations and taking full ownership of workflows
    — “Transition bookkeeping in-house over time, growing into ownership of month-end close, reconciliations, and reporting”
  • Professionals who can build and maintain financial models and reporting tools using Excel
    — “Build and maintain Excel models and reporting that connect actuals to forecast”

Things to consider

  • The role requires direct exposure to leadership and ownership of multiple finance functions.
    — “You’d Love This Job If You seek direct exposure to leadership and real room to grow as the company scales.”
  • The candidate must be comfortable with a lean startup environment and end-to-end process ownership.
    — “Strong sense of ownership; happy owning workflows end to end at a lean startup”

How to stand out

  • Demonstrate hands-on experience with AI tools integrated into workflows, not just basic usage.
    — “Demonstrated hands-on use of AI tools to do real work (not just chatting with them, but wiring them into workflows)”
  • Emphasize your ability to identify automation and process improvement opportunities.
    — “Identify process improvement and automation opportunities to drive positive change across the organization”
  • Showcase your expertise in month-end close and reconciliation processes.
    — “Lead delivery of accounting tasks and projects, exercising judgment to keep projects moving and ensure the right decisions are reached to close the books each month”
  • Demonstrate your proficiency in managing day-to-day finance admin workflows like AP/AR and payroll.
    — “Own day-to-day finance admin workflows: AP/AR, invoicing, vendor management, expense management, and payroll coordination”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · TeamLevel · Mid

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

What success looks like

  • bridged external bookkeepers and internal financial model
  • transitioned bookkeeping in-house
Typical background
2-4 years of experience in accountingstrong Excel skills

Skills & requirements

Required

AccountingFinancial ModelingBookkeepingFinancial Reporting

Preferred

AI Tools IntegrationProcess Improvement

About the role

Original posting from Taekus via Ashby

Taekus is a profitable fintech and travel startup building a next-generation premium banking and rewards ecosystem for affluent customers. With $100M+ in annual revenue and $4B+ in annual transaction volume, we’re entering a new stage of growth focused on scaling our core banking systems, rewards infrastructure, and partner integrations.

Our books and our financial model currently live in two different worlds. We're hiring a Finance & Accounting Manager to bridge them — a person who understands how our external bookkeepers structure our financials and how our internal model thinks about the business, and can reconcile the two into a single source of truth.

You will be reporting to the Head of Finance and over time, you'll take ownership of bookkeeping in-house from our external firm. Along the way, you'll own the finance admin workflows that keep the company running.

Your Responsibilities

  • Serve as the liaison between our external bookkeepers and our internal financial model
  • Support various aspects of our accounting and reporting process.
  • Lead delivery of accounting tasks and project and close books each month.
  • Help restructure our chart of accounts so reporting matches how we actually operate and forecast
  • Transition bookkeeping in-house over time.
  • Own day-to-day finance admin workflows: AP/AR, invoicing, vendor management, expense management, and payroll coordination
  • Identify process improvement and automation opportunities to drive positive change across the organization.
  • Build and maintain Excel models and reporting that connect actuals to forecast
  • Support leadership with variance analysis and ad hoc data crunching, escalating risks and issues to leadership as needed

What We're Looking For

  • CPA certification
  • Bachelor's degree in accounting, finance, or a related field
  • 5+ years of experience in accounting (preferred banking or lending)
  • Solid accounting fundamentals (debits/credits, accruals, month-end close)
  • Strong Excel skills
  • Experience with a BI tools is a plus
  • Demonstrated hands-on use of AI tools to do real work.
  • Strong sense of ownership; happy owning workflows end to end at a lean startup

You’d Love This Job If

  • You want to own the finance function's foundation at a fast-growing fintech
  • You seek direct exposure to leadership and real room to grow as the company scales.
  • You’re interested in working fully remote (US)

About Taekus

Taekus is a luxury financial services company offering premium checking, credit, and debit accounts—paired with an exclusive travel rewards ecosystem. We serve an affluent, global customer base that expects excellence in both experience and execution. With $3B+ in annual transaction volume and strong profitability, we’re redefining what it means to bank beautifully.

What We Offer

  • Competitive salary and stock option plan
  • Medical, Dental, and Vision insurance
  • 401(k) plan with 5% company match
  • Flexible vacation policy
  • Fully remote work environment

Source: Taekus careers (Ashby)

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