Remote Accounting Advisor for Small Businesses

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

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.