Location: Remote, US-based candidates only

Salary: $85,000 -$105,000 per year (depending on experience)

Benefits:

3 weeks of vacation + week of Christmas/New Years
Unlimited sick days
401(k) match
100% paid health insurance
Company provided IT equipment

Who We Are: Agate CPA is a group of easy-going, but hardworking professionals looking for a special professional to keep our accounting in tip-top shape and our clients happy. If you love data, seeing clients succeed, and working from the comfort of your home, we want to hear from you!

Our primary tech stack includes QBO, Uncat, RightTool, TaxDome, ClickUp, and Microsoft Teams, Excel, and Outlook.

Our firm is 100% remote with our accounting team (5 FTE's) currently entirely offshore. This role offers schedule flexibility, with a need for 2-3x week late afternoon/evening hours with our offshore team depending on your time zone.

Your Responsibilities:

1. Monthly Accounting:

Prepare and review monthly accounting reports.
Make sure clients (30-40) receive monthly financials on time each month.
Resolve team member, client, and accounting app issues fully and accurately, with minimal assistance.

2. New Client Onboarding and Clean-Ups:

Work with clients and firm owners to onboard new accounting clients. Some new clients need a few corrections to their QBO files. Some need a LOT. Onboarding is the time to make new clients feel they've made the right selection in accounting partners by cleaning up their books quickly & accurately and ensure they are set up for success going forward.

3. Team Growth:

Train and supervise our junior accounting team members. They are eager to learn and will greatly appreciate your role in their professional growth.
Find a good balance between delegating vs getting it done yourself. It can be hard, but we'll help you.

4. Client Communications:

Respond to client communications promptly and effectively via email and portal. Scheduled video and phone calls with clients as needed.

5. Sales:

Help with prospect QBO assessments - just how messy ARE these books?
Capacity planning - thinking through the who/what/how/when of providing amazing client service to prospective clients.
Introduction to prospective clients to help them better get an idea of what working with our firm will be like.

Who You Are:

Personality

A kind person, a critical thinker
Loves staying organized

Experience

5+ years of experience accounting in an accounting firm environment, including using QuickBooks and Microsoft Excel
2+ years of experience leading an accounting team
2+ years of experience in public accounting a plus

Skill Set

Able to work at home independently and as part of an international team
Great at communication and leading a team
Dedicated to keeping clients happy

Please send resumes to resumes@agatecpa.com.

We can't wait to hear from you!

Job Type: Full-time

Pay: $85,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid sick time
Paid time off
Retirement plan
Vision insurance
Work from home

Schedule:

8 hour shift
Monday to Friday

Experience:

Accounting: 5 years (Required)
Leading a Team: 2 years (Required)

Experience:

Accounting: 5 years (Required)
Leading a Team: 2 years (Required)

Work Location: Remote

Agate CPA jobs

Accounting Manager