Onboarding Accountant

Posted 4 Days Ago
Hiring Remotely in United States
Remote
81K-90K Annually
5-7 Years Experience
Fintech • Software
The Role
Conducting face-to-face Zoom meetings with members, explaining US Accounting concepts and software, troubleshooting software issues, creating financial reports, helping with payroll, writing help center articles, automating workflows, collaborating with internal teams.
Summary Generated by Built In
About Collective:

Collective is on a mission to redefine the way businesses-of-one work. Collective’s technology and team of trusted advisors enables our members to achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services and access to a thriving community, all in one integrated platform.  We believe in empowering self-employed people to enjoy the same tax savings that big companies get. 

Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, Techcrunch and more. We’re backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa and prominent investors who have financed and built iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, Lyft, and more.

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 + unlimited 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

Equal Employment Opportunity

At Collective, we don’t just accept differences — we celebrate them, we support them, and we thrive on them for the benefit of our employees, our customers, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. If you’re good at what you do, come as you are. The more inclusive we are, the better our work will be. Collective is proud to be an equal opportunity workplace.

The Company
HQ: San Francisco, CA
229 Employees
Hybrid Workplace
Year Founded: 2020

What We Do

Collective is on a mission to redefine the way Businesses-of-One work. Collective is the first online concierge financial platform designed to give self-employed people the technology and team they need so they can focus on their passion, not their paperwork. Collective handles company formation, taxes, accounting, bookkeeping, and more.

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