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.