Accounting Advisor

Ｃollective; San Francisco (CA); Remote; USD 70,000 - 90,000; Full time

Job summary

Collective is seeking an Accounting Advisor to deliver accurate financials for our members during peak season. You’ll manage monthly closes, maintain ledgers, and provide actionable guidance in a fast-paced environment.

You will collaborate with Member Relations and Tax teams, reconcile accounts, and ensure payroll and tax documents are posted correctly, helping small businesses stay compliant and financially healthy.

Qualifications

• 2+ years of accounting or bookkeeping experience (relevant to role).
• Bachelor’s degree in Accounting or related field; CPA/CB/CPB a bonus.
• Working knowledge of bookkeeping and tax principles.
• Tech-forward mindset with cloud-based accounting stacks, CRMs, and automation/AI tools.
• Proven ability to manage high-volume workloads and prioritize.
• Strong attention to detail and clear written communication.
• Team-oriented with professionalism and accountability.

Responsibilities

• Categorize high-volume transactions and optimize bank feeds; evaluate rules for accuracy.
• Manage AI exception workflows by reviewing cases flagged by automation.
• Reconcile bank, credit card, and other key accounts monthly.
• Prepare and review Profit & Loss and Balance Sheet statements.
• Ensure payroll and tax documents are posted accurately to books.
• Close member books monthly for year-end tax prep and compliance.
• Collaborate with Member Relations and Tax teams on workflows and best practices.
• Identify ledger discrepancies, trend anomalies, or missing data before month-end close.

Skills

Accounting

Bookkeeping

Attention to detail

Asynchronous communication

Education

Bachelor’s degree in Accounting or related field

CPA/CB/CPB (bonus)

Tools

Cloud-based accounting stacks

CRM systems

Automation tools & AI

Job description

About Collective:

Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members 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, so they can focus on their passion, not paperwork.

Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures, QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft.

About the role:

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.

What you\'ll do:

• 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 elevate ledger discrepancies, trend anomalies, or missing data prior to month-end close.

What you\'ll bring:

• 2+ years of accounting or bookkeeping experience
• Bachelor’s degree in Accounting or related field required; CPA, CB, or CPB a bonus
• Working knowledge of bookkeeping and tax principles
• Tech-forward mindset with proven ability to adapt to cloud-based accounting stacks, CRMs, and automated workflow tools and AI
• Proven ability to manage high-volume workloads and prioritize effectively
• Strong attention to detail, clear written communication, and the ability to support clients and partner teams professionally via asynchronous communication
• A team-oriented mindset with a high degree of professionalism, integrity, and accountability

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