Job Title: Accountant

 

About the Company:

Our Client runs a fractional CFO firm that specializes in providing financial services and advisory to businesses.

 

Job Description:

We are seeking an experienced Assistant to support our client's operations. This role will focus on communication between the accounting team and clients, scheduling, and note-taking during meetings.

 

Responsibilities:

• Act as a liaison between the accounting team and clients.

• Take notes during meetings and create actionable to-do lists.

• Manage scheduling and calendar organization.

• Assist with client communications and compliance tasks.

• Gather necessary documentation from clients, such as tax reports.

 

Required Experience and Qualifications:

• Experience in the financial services sector.

• US CPA credential is highly preferred.

• Familiarity with Avalara and Gusto necessary.

 

Preferred Skills:

• Strong communication skills, both verbal and written.

• Proficient in managing inboxes and scheduling.

• Ability to work under pressure and meet deadlines.

• Understanding of financial terminology and processes.

 

Personality:

• Professional and polished demeanor.

• Ability to work with creative agency and design firm clients.

• Strong problem-solving skills and attention to detail.

 

Software & Tools:

• Proficiency in Avalara and Gusto.

• Familiarity with other financial software tools.

 

English Level:

C2, Native

 

Schedule:

9 to 5 EST

 

Salary and Benefits:

Payment in USD or Local Currency according to candidate's preference. No additional benefits specified.