Geared toward experienced bookkeepers comfortable with AI tools and client-facing responsibilities, working in a hybrid setup in New York City with a focus on innovation and process-building.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Melio via Greenhouse
Senior Accountant
Location: Hybrid in NYC (3 day in-office requirement)
Qualifications:
Proven experience in accounting and bookkeeping for small businesses
Solid command of core bookkeeping workflows: reconciliation, AP/AR, month-end close, and financial reporting
Familiarity with modern accounting software such as Xero, and a willingness to adopt new tools quickly
Understanding of US bookkeeping practices and requirements
Experience using AI tools in a professional workflow is a plus — genuine enthusiasm for them is a must
Bonus points:
Client-facing experience a strong plus
CPA a plus
A day in the life and how you’ll make an impact:
Support day-to-day bookkeeping for a portfolio of US-based Xero accounting partners and small business clients, delivering accurate, reliable, and timely work
Serve as a trusted point of contact for accountants and clients — responsive, clear, and service-oriented in every interaction
Use AI-powered tools throughout your workflow to speed up and improve the quality of your work
Test, evaluate, and help refine AI tools — flagging what works, what doesn't, and where the biggest efficiency gains are
Document your learnings, workflows, and best practices so other bookkeepers can adopt them and scale what you've built
Partner closely with US leadership to shape how AI-powered bookkeeping serves small businesses
You are A bookkeeper who genuinely loves bookkeeping — you take pride in clean books and dependable work
Service-oriented to the core: you care about clients and it shows in how you communicate and deliver
Energized by efficiency: you're always looking for a better, faster, smarter way to work
Curious and excited about AI — eager to push the boundaries of what it can do for client service
A strong documenter and communicator, comfortable turning what you learn into repeatable processes others can follow
Comfortable working hands-on in a fast-moving environment where the playbook is still being written
About the team:
We're looking for an accountant bookkeeper who loves their craft and wants to help define what modern, AI-powered bookkeeping looks like for small businesses. You'll join our team, work closely with US leadership, and help guide US-based accounting firms and clients.
This is a hands-on role at the intersection of client service and innovation. You'll use AI tools every day to deliver faster, higher-quality service — and you'll help refine those tools, documenting what you learn so other bookkeepers across the US can build on your playbook and work more efficiently over time.
You won't just keep books — you'll help invent how books get kept. Your work will directly shape the tools, workflows, and standards that bookkeepers across the US will use to serve small businesses better. If you're excited about pushing the boundaries of what AI can do for client service, we'd love to talk.
About Melio USA:
Competitive compensation packages: We strive to make each and every employee feel valued and appreciated.
The annual base salary range for this position is $120,000-$145,000
Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
401K matching: Feel the investment of working at a high-growth company.
Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees.
Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it.
Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week.
Office culture: Thrive in our collaborative offices in New York City in a hybrid working environment. We are dog friendly as well!
Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities.
Melio builds business-to-business (B2B) payment tools so small business owners can spend less time in the back office and more time on their craft. As the fastest-growing B2B payment platform in the US, Melio is working hard to find new and better ways to help small businesses succeed in the ways that work best for them.
Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you’re here already, scroll down and apply now!). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Source: Melio careers (Greenhouse)