Accounting Advisor

Collective

. Categorize high-volume transactions and optimize automated bank feeds .

Posted 11/5/2026contractRemote • United StatesJuniorMid-Level💰 $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in accounting principles, including bookkeeping, tax compliance, and financial statement preparation. Proficient in managing high-volume transactions and collaborating with cross-functional teams to ensure accuracy and efficiency in financial workflows.

Highest-signal resume keywords

Accounting ExperienceBookkeeping PrinciplesFinancial Statement PreparationAttention To DetailCloud-Based Accounting Adaptability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AccountingBookkeepingTax PrinciplesFinancial ReconciliationProfit & Loss StatementsBalance Sheet StatementsAutomated Workflow ToolsAI Exception Workflow ManagementLedger Discrepancy IdentificationMonth-End Close Processes

Soft Skills

Clear Written CommunicationTeam-Oriented MindsetProfessionalismIntegrityAccountability

Tools & Technologies

Cloud-Based Accounting StacksCRMsAutomated Workflow Tools

Certifications & Qualifications

CPACBCPB

Industry Keywords

Financial CompliancePayroll AccuracyTax PreparationHigh-Volume WorkloadsMember Relations

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Categorize high-volume transactions and optimize automated bank feeds
Evaluate Global and Member rules for accuracy and reasonableness
Review and resolve AI exception workflow cases flagged by automation
Reconcile bank, credit card, and other key accounts monthly
Prepare and review Profit & Loss and Balance Sheet statements
Ensure accuracy of payroll and tax-related documents and their posting to the books
Close member books monthly to streamline year-end tax preparation and compliance
Partner with Member Relations and Tax teams on accounting workflows, financial statement interpretation, and best practices
Identify and escalate ledger discrepancies, trend anomalies, or missing data before month-end close
Manage a portfolio of members and provide accurate, timely, meaningful financials and guidance

Requirements

What you’ll need

2+ years of accounting or bookkeeping experience
Bachelor’s degree in Accounting or related field required
CPA, CB, or CPB a bonus
Working knowledge of bookkeeping and tax principles
Ability to adapt to cloud-based accounting stacks, CRMs, automated workflow tools, and AI
Ability to manage high-volume workloads and prioritize effectively
Strong attention to detail
Clear written communication
Ability to support clients and partner teams professionally via asynchronous communication
Team-oriented mindset with professionalism, integrity, and accountability
Legally authorized to work in the United States
Must address whether US employment visa sponsorship is required

Benefits

Comp & perks

Transparent compensation ranges
Remote work arrangement