Accounting Advisor

United States · RemotecontractRemote

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entry

$52k

H1B: no

Collective Accounting Advisor at Collective manages member portfolios by executing monthly closes and maintaining accurate ledgers. The role involves categorizing transactions, reconciling accounts, and partnering with internal teams to support financial workflows.

Responsibilities

As an Accounting Advisor, you'll play a critical role in delivering accurate, timely, and meaningful financials to our members.
This is a high-impact, high-volume role suited for someone who thrives in a fast-paced, detail-driven environment and is passionate about helping small business owners succeed.
As an Accounting Advisor, you’ll join Collective’s team during our peak season, playing a vital role as a trusted bookkeeping expert to our members and internal partners. You’ll manage a portfolio of members, executing monthly closes, maintaining accurate ledgers, and delivering exceptional financial guidance.
Please note: This is a 12 month contract.
Categorize high-volume transactions, optimize automated bank feeds, and evaluate Global and Member rules for accuracy and reasonableness
Manage AI exception workflows by reviewing & resolving cases flagged by automation
Reconcile bank, credit card, and other key accounts monthly
Prepare and review Profit & Loss and Balance Sheet statements
Ensure accuracy of payroll and tax-related documents and how they are posted to the books
Close member books on a monthly basis to streamline year-end tax prep and compliance
Partner with our Member Relations and Tax teams on fundamental accounting workflows, financial statement interpretation, and best practices.
Identify and escalate ledger discrepancies, trend anomalies, or missing data prior to month-end close.

Qualification

CPACBCPB

Required

2+ years of accounting or bookkeeping experience
Bachelor’s degree in Accounting or related field
Working knowledge of bookkeeping and tax principles
Tech-forward mindset with ability to adapt to cloud-based accounting stacks and AI
Proven ability to manage high-volume workloads and prioritize effectively
Strong attention to detail and clear written communication