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US Onboarding Accountant

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Philippines, United States

Offer summary

Qualifications:

Minimum 3+ years experience in accounting, Experience with Xero, Gusto software, Exceptional communication skills in English, Ability to manage multiple tasks effectively, Experience with cross-functional teams.

Key responsabilities:

Conduct face-to-face Zoom meetings with members
Explain US Accounting concepts and Collective services
Answer member emails and troubleshoot issues
Create Profit and Loss reports for members
Help members with payroll processes

Collective Financial Services Scaleup https://www.collective.com/

51 - 200 Employees

See more Collective offers

Job description

About Collective:

Collective is on a mission to redefine the way businesses-of-one work. Collective’s technology and team of trusted advisors enables our members to 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.

Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, Techcrunch and more. We’re backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa and prominent investors who have financed and built iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, Lyft, and more.

About the Role:

As an Onboarding Accountant at Collective, you will ensure the successful completion of onboarding for our members (owners of small businesses in the United States) onto Collective’s all-in-one accounting platform which includes bookkeeping, access to payroll, and more.

We are looking for people who truly care about helping and improving the lives and businesses of solopreneurs. No two days will be the same, but it’s very rewarding as you are a key advisor to our entrepreneurs.

⚒️ Responsibilities:

Conduct 5+ hours worth of face-to-face Zoom meetings with members in the United States.
Explain, in detail, both US Accounting concepts as well as Collective software and services.
Focus an additional 2-3 hours/day on answering members’ emails, troubleshooting members’ software and process issues, submitting engineering tickets, collaborating with other departments, and solo bookkeeping work.
Use your accounting expertise to create Profit and Loss reports for members who come to you with mixed business and personal accounts.
Help members run first payroll and understand payroll taxes.
Calm, inform, and delight members with your knowledge and human centered approach.
Collaborate with internal Product and Engineering teams.
Effortlessly switch between repetitive tasks and complex analysis.

🙌 What we want you to bring:

Exceptional communication in English - both verbal and written.
Your passion for helping our members and your ability to thrive in a customer centric role.
Minimum 3+ years experience in accounting, creating profit and loss statements for small businesses in the United States.
Xero, Gusto, or equivalent accounting and payroll software.
Customer service oriented, attention to detail, ability to manage multiple tasks.
Write and talk like a seasoned professional.
Ability to work in a fast-paced environment with minimal supervision.
Experience working with cross functional teams.

Why work with us:

Collective is the first online back office platform designed for Businesses-of-One.
Tax is a very challenging space and you will grow fast.
We were backed by top tier VCs.
We promote open and transparent culture within the company.
We’re fast-paced and you learn every day.

What we offer in return

100% WFH (work from home)
A diverse and collaborative team culture
Competitive base salary + Equity
Philippine holidays observed + PTOs and SLs
Home office budget
Team events, virtual gatherings.
Employee healthcare benefits

Equal Employment Opportunity

At Collective, we don’t just accept differences — we celebrate them, we support them, and we thrive on them for the benefit of our employees, our customers, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. If you’re good at what you do, come as you are. The more inclusive we are, the better our work will be. Collective is proud to be an equal opportunity workplace.