US Onboarding Accountant

Posted 5 Days Ago
Be an Early Applicant
Philippines
Mid level
Fintech • Software
The Role
As an Onboarding Accountant, you will guide members through their onboarding on Collective’s accounting platform, producing P&L reports and assisting with payroll. You will use your accounting expertise to simplify complex topics and support solo entrepreneurs in managing their finances.
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.

About the Role:

As an Onboarding Accountant at Collective, you will ensure the successful completion of onboarding for our members (owners of small businesses in the United States) 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 video Zoom calls with members everyday (~4-5 hours per day).
  • Use your 5+ years of accounting expertise to create P&L reports and Balance Sheet Statements for members who come to you with mixed business and personal accounts.
  • Breakdown complex technical topics in layman terms for our members.  
  • Help members run first payroll and understand payroll taxes.
  • Passion for supporting entrepreneurs and the self-employed.

🙌 What we want you to bring: 

  • Your passion for helping our members and your ability to thrive in a customer centric role. 
  • Minimum 3+ years experience in accounting, creating profit and loss statements for small businesses in the United States.
  • Bonus points for CPAs.
  • Xero, QuickBooks Online, Gusto, ADP, or equivalent accounting and payroll software.
  • Strong understanding of payroll taxes and experience with payroll migrations.
  • 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.

Why work with us:

  • Collective is the first online back office platform designed for Businesses-of-One.
  • Tax is a very challenging space and you will grow fast.
  • We were backed by top tier VCs.
  • We promote open and transparent culture within the company.
  • We’re fast-paced and you learn every day.

What we offer in return 

  • 100% WFH (work from home)
  • A diverse and collaborative team culture
  • Competitive base salary + Equity
  • Philippine holidays observed +  PTOs and SLs
  • Home office budget 
  • Team events, virtual gatherings. 
  • Employee healthcare benefits

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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