Role description
CollectiveAbout 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 escalate 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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