Accounting Advisor

Posted 6 Days Ago
Be an Early Applicant
Philippines
Mid level
Fintech • Software
The Role
In this role, you'll assist members with monthly bookkeeping tasks including categorizing transactions, reconciling accounts, preparing financial statements, and ensuring payroll and tax accuracy. You’ll manage close-outs for multiple clients and communicate effectively through email.
Summary Generated by Built In
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: 

Collective is dedicated to increasing the number of financially successful businesses-of-one by enabling self employed people to focus on their passion, not their bookkeeping. In this role, you will be helping our members by doing their monthly bookkeeping using Xero, which is integrated with Gusto, our payroll processing system.

Responsibilities: 

  • Categorizing transactions
  • Reconciling your accounts
  • Preparing monthly Profit & Loss and Balance Sheet
  • Ensure payroll and tax documents are accurate
  • Closing your member's books (up to 100 members/month) to prepare for taxes
  • Communicating with clients via email

What we want you to bring:

  • Strong accounting background in functional area with at least three (3) years’ work experience, but preferably, five (5) years.  
  • Experience in working with a US or multinational company.
  • Bachelor’s Degree (BS/BA) or equivalent in Accounting from a reputable college or university, preferred.
  • Certified Public Accountant (CPA), preferred.
  • Knowledge of US tax, US GAAP and Sarbanes-Oxley Act, a plus.
  • QBO and Xero experience is desirable but not essential. Proven record, preferably within medium-large organization
  • Ability to learn quickly and be proactive in seeking additional challenges.
  • Demonstrates the ability to communicate information clearly and effectively both verbally and in writing at all levels of seniority, both formally and informally
  • Contributes fully to an effective team environment; demonstrates willingness to work cooperatively with others to achieve shared goals
  • Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow.
  • Versatility, flexibility, enthusiasm, and a willingness to work within constantly changing priorities
  • The ability to analyze issues and to find resolution to problems by using a rational, systematic approach.
  • Team player with flexible and committed, can-do approach.

What we offer in return 

  • 100% WFH (work from home)
  • A diverse and collaborative team culture
  • Competitive base salary 
  • Philippine holidays observed +  10 Annual Leave + 5 Sick Leave
  • PC or Mac laptop + Php 21,700 home office budget 
  • Performance bonus (if applicable) 
  • 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.

Top Skills

Xero
The Company
HQ: San Francisco, CA
229 Employees
Hybrid Workplace
Year Founded: 2020

What We Do

Collective is on a mission to redefine the way Businesses-of-One work. Collective is the first online concierge financial platform designed to give self-employed people the technology and team they need so they can focus on their passion, not their paperwork. Collective handles company formation, taxes, accounting, bookkeeping, and more.

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