Match score not available

Onboarding Bookkeeper (US Accountant)

Remote:

Full Remote

Experience:

Mid-level (2-5 years)

Work from:

Philippines, United States

Offer summary

Qualifications:

Bachelor’s degree in Accounting, Finance, or related field, 2+ years experience with Xero and Gusto, Solid knowledge of computer software, Customer service-oriented attitude.

Key responsabilities:

Build member’s financial books from scratch
Assist in setting up member’s payroll

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

51 - 200 Employees

See all jobs

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:

You’ll be helping our Onboarding Bookkeepers build the member’s financial books from scratch. This can include catch-up bookkeeping, clean-up work, and establishing correct beginning balances from the prior year. You’ll also help our Onboarding Accountants set up the member’s payroll. This can include historical payroll adjustments and mid-year transitions from the member's old payroll software to ours. You’ll publish the first set of financial reports for our new members. Many member documents are collected and provided to you, but sometimes you may have to email the member.

Specifically, you’ll be responsible for:

Help Onboarding Accountants build the member’s financial books from scratch. This involves:

Catch-up bookkeeping
Clean-up work
Establishing correct opening balances from the prior year for Remain SC members (Balance sheet Rebuild)

Assist Onboarding Accountants in setting up the member’s payroll, which may entail:

Historical payroll adjustments
Mid-year transitions from the member's old payroll software to Gusto (Payroll Rebuild)

Publish the first set of financial reports for our new members, which includes:

Producing Profit & Loss and Balance Sheet reports
Review the books for errors and collaborate with other accountants to address any discrepancies.
Communicate with clients via email to collect necessary documents and provide updates on the onboarding progress.
Provide assistance to Onboarding Bookkeepers and Onboarding accountants with questions and concerns.
Oversee and train new onboarding bookkeepers
Contribute to refining onboarding processes and workflows, as well as developing accounting protocols.
Supervise the assignments of tasks to onboarding bookkeepers.

What we want you to bring:

Bachelor’s degree in Accounting, Finance, or a business-related field.
2+ years experience working with Xero and Gusto
Solid knowledge of computer software
Customer service-oriented, attention to detail, ability to manage multiple tasks.
Strong verbal and written communication skills.
Ability to work in a fast-paced environment with minimal supervision.
People-first attitude, willing to help members and teammates alike.

Bonus Points if you have: (Optional)

Gusto People Advisor Certified.
Certified Public Accountant (CPA) or Certified Management Accountant (CMA).

What we offer in return:

100% WFH (work from home)
A diverse and collaborative team culture
Competitive base salary
Philippine holidays observed
PC or Mac laptop + home office budget
Team events, virtual gatherings.
Professional development courses available for CPAs and Enrolled Agents.
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.