Onboarding Accounting Manager

About the role:

In the position of Onboarding Accounting Manager, you'll step into a role that is vital to our operational success and business growth. You will routinely partner with various other team leads across Onboarding, Product, Engineering, Tax and Accounting. You'll be called upon to demonstrate strong managerial competence alongside your technical prowess. The team is responsible for a number of items, including:

• Working with members to ensure correct transactions are added to the accounting software.
• Building and analyzing S Corp Profit & Loss statements by helping members extract, import and categorize business transactions from business and personal banking accounts.
• Performing complex reconciliations, opening balance entries and journal entries.
• Helping members run their first payroll and understand payroll taxes.
• Helping members identify and collect required documents to change payroll companies during the year.
• Collaborating with other teams in a shifting environment.

Our ideal candidate is not only an expert in the realms of Profit and Loss analysis, historical book reconstruction and payroll processing with a tax-oriented lens, but also an influential leader who can shape and guide a high-performing team.

⚒️Responsibilities:

In your role as Manager, you'll:

• Lead, develop and mentor a team of Onboarding Accountants and Associates, providing them with clear direction and support to excel in their roles.
• Implement and maintain operational rigor across the team to ensure efficient processing of member accounts, employing a continuous improvement mindset to identify and enact process enhancements that drive team efficiency and accuracy.
• Cultivate a collaborative environment, fostering open communication and promoting the sharing of ideas and best practices.
• Serve as a steady guide through unexpected challenges, driving problem-solving efforts and ensuring your team feels confident in navigating these complexities.
• Spearhead innovation within the team, implementing new strategies and processes to enhance productivity and capacity.
• Act as a point of contact for escalated accounting, payroll and tax issues that arise during the onboarding process, demonstrating a solutions-focused mindset.
• Partner with cross-functional teams on projects across Marketing, Operations, Product, Tax and Accounting, demonstrating effective management and collaboration skills.
• Guide team members on how to navigate accounting at a hyper growth startup.

🙌 What we want you to bring:

• An inherent drive to support entrepreneurs and the self-employed, underpinned by a minimum of 10 years of experience in accounting, tax and payroll.
• A CPA certification required.
• Solid experience in Profit and Loss analysis and managing multi-state, multi-employee payroll underpinned by your ability to oversee and guide others in these areas.
• In-depth tax return experience, particularly with Schedule C, 1040 and 1120-S returns.
• Proven experience as an Accountant and Payroll expert working in tandem with Product and Engineering teams.
• A track record of managing and developing teams for at least 5 years, demonstrating your ability to inspire, mentor and guide team members towards success.
• Experience working effectively across functions, showcasing your ability to lead and collaborate on diverse projects and initiatives.
• Exceptional customer service skills, an eye for detail and a knack for juggling multiple tasks simultaneously in a fast-paced environment.
• A self-starter mentality, able to excel with minimal supervision, but equally adept at collaborative teamwork.
• Advanced proficiency with Gusto, Salesforce and cloud based Accounting softwares such as QBO, Xero, Hurdlr or similar.

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:

Compensation Range: $103,000 - $115,000 annual base salary

The salary ranges for the roles are posted for your convenience and review. Please understand that if an offer is presented, the offer compensation package will be based on the relevant position related skills a candidate demonstrates during our formal interview process.

• A remote friendly environment
• A diverse and collaborative team culture
• Stock options package
• 14 company holidays + flex PTO
• 401K
• Employer paid Health, Vision and Dental Insurance
  • 100% coverage for employees
  • 75% coverage for dependents
• PC or Mac laptop + $750 Home office stipend
• Generous paid parental leave
• Fertility benefits, up to $8k
• Team events and virtual gatherings
• $600 wellness bonus