Accounting Advisor

Collective; United States; Remote; USD 85,000 - 110,000; Full time

Job summary

Collective is seeking an Accounting Advisor to deliver accurate financials for members, manage monthly closes, ledgers, and payroll/tax documentation in a high-volume, detail-driven environment.

This 12-month remote role involves collaborating with our Tax and Member Relations teams, reviewing financial statements, and guiding best practices to support small business owners.

Qualifications

• 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, cloud-based accounting stacks and AI familiarity.

Responsibilities

• Categorize high-volume transactions and optimize bank feeds.
• Review AI-exception workflows and resolve automation flags.
• Monthly reconciliation of bank, credit card and other accounts.
• Prepare and review P&L and Balance Sheet statements.
• Ensure payroll and payroll tax documents are posted accurately.
• Close member books monthly to streamline year-end tax prep.
• Collaborate with Member Relations and Tax teams on workflows and guidance.
• Identify ledger discrepancies or data gaps before month-end close.

Skills

Accounting experience

Bookkeeping

Tax principles

Cloud accounting

AI workflows

High-volume workload management

Clear written communication

Education

Bachelor's degree in Accounting

CPA / CB / CPB bonus

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

#LI-Remote