We9re on the hunt for a sharp, entrepreneurial Senior Accountant to join our growing team. In this role, you won9t just be preparing financial reports - you9ll be providing clarity, structure, and strategic support to help our Members make smarter decisions. You9ll manage a portfolio of businesses, lead accounting operations, and contribute to the evolution of our tech-first, AI-powered financial services. If you love clean ledgers, thoughtful analysis, and streamlining processes - you9re in the right place.
What you9ll achieve- Deliver accurate, timely financial reports that empower our Members to make smarter, data-driven decisions.
- Maintain clean, audit-ready books by managing balance sheets, P&L statements, and account reconciliations - so our Members can sleep better at night.
- Track key assets, liabilities, and loan amortizations, ensuring each Member has a crystal-clear view of their financial position.
- Help Members stay compliant and stress-free by managing tax liabilities and preparing documents for audits and financial reviews.
- Translate complex financials into easy-to-digest insights for entrepreneurs who don9t speak 4accountant.4
- Collaborate directly with Members to design budgets, track actuals, and plan for growth - you9ll be a vital part of their financial team.
- Recommend smarter systems and accounting automation that save time and reduce errors - freeing up our Members to focus on growing their business.
- Mentor junior accountants and help raise the bar for the entire team, ensuring every Member gets top-tier support.
Who you are- Education & Certification
- Bachelor9s or Master9s degree in Accounting, Finance, or a related field.
- CPA or CMA certification is a plus, but not required.
- Experience & Expertise
- 5+ years of professional accounting experience, with at least 1 year in a senior or supervisory role.
- 2+ years of hands-on experience with QuickBooks Online (required).
- 2+ years working in an accounting firm or similar fast-paced, multi-client environment.
- Deep knowledge of GAAP and strong Excel skills - pivot tables and VLOOKUPs are your love language.
- Prior experience implementing accounting software or systems is a big plus.
- Tech-curious - you9ve used automation tools in accounting and are ready to tell us all about it.
- Soft Skills & Abilities
- Independent and collaborative - you thrive with autonomy but love team wins.
- Strong project manager who meets deadlines, even when juggling multiple Members and priorities.
- Excellent communicator who can explain the 4why4 behind the numbers.
- Naturally detail-oriented, organized, and resourceful.
- Passionate about improving processes and learning new tools.
What we offer- Remote candidates must reside and work from one of the following states: CO, FL, GA, NC, NY, OK, UT,WI
- The targeted pay range for this role is a base salary $80,000 - $87,500 USD per year, plus annual bonus potential
- Receive 100% coverage for your insurance plan(s) (health, dental, vision, +)
- Enjoy the benefit of unlimited PTO, sick days, and paid company holidays
- Earn 401K plan eligibility with company matching at your 1-year anniversary
- Access to cutting edge AI tools - you9ll be at the forefront, mastering technology that makes you more capable, more valuable, and ready for the future of finance
Additional details- This is a full-time exempt position
- Applicants must be currently authorized to work in the United States on a full-time basis
- We are NOT able to provide work sponsorship at this time.
