Senior Accountant, AI & Automation

Cozi; Indiana; Remote; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical premium coverage

401k match up to 4%

Paid parental leave

Learning & Development stipend

Paid time off + holidays

Work from anywhere

Job summary

In Tandem is hiring a Senior Accountant, AI & Automation to own and redesign critical close processes, build scalable finance workflows, and apply AI tools to reduce manual work. You will partner with FP&A, HR, Payroll, and Sales Ops while ensuring strong controls and auditability across multiple entities.

The role requires 3+ years in accounting, US GAAP knowledge, and hands-on experience with Oracle/NetSuite and Avalara. A Bachelor's in Accounting is required; CPA or Master’s is a plus.

Qualifications

• 3+ years in an accounting role with reconciliations and close experience.
• Bachelor's degree in Accounting; CPA/Master's in Accounting or Finance a plus.
• Strong US GAAP knowledge and sales tax compliance.
• Experience building or implementing automation with measurable impact.
• Experience with AI, automation, and data to solve accounting problems.
• Hands-on use of Oracle/NetSuite and Avalara; advanced Excel skills.

Responsibilities

• Own significant parts of monthly, quarterly, and annual close.
• Own an automation roadmap and measure time savings.
• Build maintainable automations and train teammates.
• Manage sales tax and VAT compliance with Avalara.
• Support revenue recognition and payroll-related entries.
• Maintain fixed assets and lease accounting; consolidate for subsidiaries.
• Prepare audit schedules and support audits.
• Assist with monthly financial statements and variance analysis.
• Collaborate with FP&A, HR, Payroll, and Sales Ops.
• Back up Accounts Payable and expense reimbursement reviews.

Skills

US GAAP

Automation

Financial analysis

Communication

Attention to detail

Independent work

SaaS experience

Education

Bachelor's in Accounting

CPA

Master's in Accounting/Finance

Tools

Oracle NetSuite

Avalara

Advanced Excel

Power Query

Job description

At In Tandem, we build technology that helps families manage everyday routines and navigate life’s biggest transitions. Through our four brands—OurFamilyWizard, Cozi, FamilyWall, and Custody Navigator—we help families stay organized, communicate well, and foster healthy childhoods.

We believe technology should strengthen relationships and make daily coordination less complicated. Everything we create is designed to lighten the mental load, reduce conflict, and support families through big and small moments.

If you want your work to make a real difference in the daily lives of parents and kids, In Tandem is the place where your impact will truly matter.

As a Senior Accountant, AI & Automation, you’ll play a critical role in protecting the integrity of our financial records while helping build a finance function that can scale with In Tandem.

We’re not looking for someone to simply inherit our existing accounting processes. We’re looking for someone who can own them, understand them, and then redesign them. You’ll be responsible for critical pieces of the monthly close while using AI, automation, and modern finance tooling to systematically eliminate manual work, shorten our close, and help In Tandem scale without adding accounting headcount at the same rate as the business. Approximately 30–40% of your time will be focused on automation, process redesign, and building scalable finance workflows, with the balance focused on owning core accounting responsibilities.

• Own significant parts of the monthly, quarterly, and annual close, including journal entries, general ledger reconciliations, and supporting schedules
• Own an accounting automation roadmap: identify and prioritize high-value opportunities, build and implement solutions using AI tools, measure time/cycle-time savings, and continuously improve them while maintaining appropriate controls and auditability.
• Build automations that are documented, controlled, and maintainable by the broader accounting team; train teammates on new workflows so improvements scale beyond your own responsibilities.
• Help manage sales tax and VAT compliance, including Avalara setup and maintenance, reconciliations, multi-state filings, and partnership with outside advisors
• Support revenue recognition and deferred revenue, and own accrued expenses, prepaid accounts, and commission, bonus, and payroll-related entries
• Maintain fixed assets, depreciation schedules, and lease accounting, and prepare journal entries and reconciliations for FamilyWall, our French subsidiary
• Prepare audit schedules and support our annual financial statement audit, internal control documentation, and tax compliance
• Assist with monthly financial statements, management and board reporting, variance analysis, cash flow reporting, and departmental reporting
• Partner cross-functionally with FP&A, HR, Payroll, and Sales Operations to improve financial processes, reporting, and scalability
• Assist and back up Accounts Payable and expense reimbursement reviews and approvals
• A builder at heart — when you inherit a manual or repetitive process, your instinct is to understand it and find a smarter, more scalable way to get it done
• Technically curious and fearless, with an interest in using AI, automation, and data to solve real accounting problems
• Detail-oriented and highly organized, with a knack for catching what others miss
• Comfortable working independently and managing competing deadlines in a fast-paced environment
• A clear, confident communicator who can translate financial detail for non-finance stakeholders
• An analytical problem-solver who is comfortable digging into the “why” behind a variance
• Someone who takes ownership of accuracy and compliance and understands how to balance innovation with strong financial controls
• 3+ years in an accounting role, with hands-on experience preparing account reconciliations, journal entries, and supporting the monthly close
• Bachelor's degree in Accounting; CPA and/or Master's in Accounting or Finance a plus
• Strong working knowledge of US GAAP and experience with sales tax compliance
• Experience working in Oracle/NetSuite, Avalara, and advanced Excel skills (Pivot Tables, XLOOKUP, SUMIFS; Power Query a plus)
• Demonstrated experience personally building or implementing automation that improved an accounting or finance process; candidates should be prepared to walk through what they built, how it worked, and the measurable impact.
• Hands-on experience building repeatable workflows using some combination of AI tools, SQL, Python, APIs, or workflow automation platforms.
• Strong financial statement analysis skills
• Experience working in a SaaS company a plus

Why Join?

We’re redefining family technology.

Scale meets startup energy.

Purpose-driven. Performance-focused. People-first.

Our culture is rooted in accountability, curiosity, and collaboration. We value diverse perspectives, thoughtful problem-solving, and teammates who care deeply about building something that matters.

How We Support You

• Medical: In Tandem pays 100% of the premium for employees AND 99% for all additional family members
• 401k: Up to a 4% match with immediate vesting
• Paid leave for all new parents
• Learning & Development stipend for employees
• Paid Time Off: 11 Holidays + Winter Break (3 Days) + Volunteer Time Off (1 Day) + Floating Holiday (1 Day)
• Personal Time Off: 15 days for 0-1 years of employment + 20 days for 1-3 years of employment
• Supportive and flexible working environment – work from anywhere!

Come As You Are!

In Tandem provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.