Onboarding Accountant

About the role:

As an Onboarding Accountant at Collective, you will ensure the successful completion of onboarding for our members onto Collective’s all-in-one accounting platform which includes bookkeeping, access to payroll, and more.

We are looking for people who truly care about helping and improving the lives and businesses of solopreneurs. No two days will be the same, but it’s very rewarding as you are a key advisor to our entrepreneurs. 

Responsibilities: 

• Conduct 5+ hours worth of face-to-face Zoom meetings with members in the United States.
• Explain, in detail, both US Accounting concepts as well as Collective software and services.
• Focus an additional 2-3 hours/day on troubleshooting members’ software and process issues, submitting engineering tickets, collaborating with other departments, and solo preparation work.
• Use your 5+ years of accounting expertise to create Profit and Loss reports for members who come to you with mixed business and personal accounts.
• Help members run first payroll and understand payroll taxes.
• Breakdown complex technical topics in layman terms for our members.  
• Calm, inform, and delight members with your knowledge and human centered approach.
• Write help center articles, create loom videos, whatever it takes to provide proactive top tier training.
• Help automate manual workflows to eliminate repetitive tasks currently performed on 1:1 Zoom calls.
• Collaborate with internal Product and Engineering teams.
• Effortlessly switch between repetitive tasks and complex analysis.

What we want you to bring: 

• Your passion for helping our members and your ability to thrive in a customer centric role. 
• Minimum 5+ years experience in accounting, creating financial statements. 
• Bonus points for CPAs.
• Xero, QuickBooks Online, Gusto, or equivalent accounting and payroll software.
• Customer service oriented, attention to detail, ability to manage multiple tasks.
• Write and talk like a seasoned professional.
• Ability to work in a fast-paced environment with minimal supervision.

What we offer in return:

Compensation Range: $81,000-90,000 USD annual base salary.

The salary ranges for the roles are posted for your convenience and review. Please understand that if an offer is presented, the offer compensation package will be based on the relevant position related skills a candidate demonstrates during our formal interview process.

• A remote friendly environment
• A diverse and collaborative team culture
• Stock options package
• 14 company holidays + flex PTO
• 401K
• Employer paid Health, Vision and Dental Insurance
  • 100% coverage for employees
  • 75% coverage for dependents
• PC or Mac laptop + $750 Home office stipend
• Generous paid parental leave
• Fertility benefits, up to $8k
• Team events and virtual gatherings
• $600 wellness bonus