In this position you will manage 20-30 clients independently, from handling QuickBooks Online, being the primary point of contact, to analyzing what’s going on in a client’s business and leading client meetings by presenting financial data. GreenOak Accounting is the industry leader in accounting for mental health, so all clients this position handles will be psychologists, family therapists, and mental health counselors.
The team member is expected to be able to handle 80-90% of the work independently, perform a self-review, and reach out to their manager as needed. The manager is responsible for reviewing, training and developing their team with a constant feedback loop, so you can expect regular check-ins and an opportunity to grow.
Are YOU the ideal candidate?
Who you are:
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You love working with clients and having a direct impact on their business
You feel comfortable talking with your clients and presenting basic financial data
You have a desire to do more than just crunch the numbers, you want to help clients understand their financials, and you want to present data in a way that makes sense to them
You have strong critical thinking skills
You would like to develop your CFO-level skills
When you don’t know the answer, you figure out what it is
You’re great at juggling multiple priorities and like to stay busy
You have strong communications skills, both written and verbal
You are tech-savvy and aren’t afraid to maximize the tools at your disposal
You love helping people, thinking outside the box, going the extra mile
You are confident in your accounting skills, while knowing when to say “let me check on that” in order to give your client accurate information
You have a whatever-it-takes attitude to meet the needs of our customers
You have the organizational skills and attention to detail required to manage your projects
What you’ll receive:
Competitive compensation
Full fringe benefit package (Major Medical (UHC), Dental, Vision, Life, Full Supplemental)
Tuition Reimbursement of up to 5k per year for accounting courses, EA prep and CPA prep courses
No cost CE/CPE through Surgent
Generous PTO plan based on years of service
6 Paid holidays with an additional floating holiday
401k package (3% matched at 100% and additional 2% matched at 50%)
Extensive training and support through our New Hire Buddy program
A dedicated team manager and smaller teams of 3-4
A clear and structured succession route to a management position
Work/Life balance
Respect and autonomy
About us:
Our team is revolutionizing the accounting industry, and finding exceptional people to solve challenging problems is a top priority as we execute this vision. We are looking for a [Staff Accountant] that is proficient in QuickBooks Online, comfortable working one-on-one with clients, excited about making a real difference in their client’s businesses and is resourceful in problem solving.
ONLY US-BASED APPLICANTS WILL BE CONSIDERED
We are actively engaged in building an inclusive and equitable accounting firm. We encourage you to apply if you share those values and want to work with a company with a diverse team and clients.
Job Type: Full-time
Pay: $19.22 - $23.15 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Physical setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Experience:
- Bookkeeping: 1 year (Preferred)
Work Location: Remote
