Why do you want to work with us?

We care deeply for our clients, our people and our communities. We celebrate our successes and learn from our challenges. We value team members that possess emotional intelligence on par with their technical intelligence, and can think creatively and critically. 

This role is currently part-time with an estimated 15-25 hours per week, with opportunity to grow to full-time hours, if desired, as we scale and bring on new engagements. We’ve invested strategically in our systems and processes in order to support our team and open up the opportunity for growth. In addition to our people-centered culture and opportunities to connect with amazing organizations in our community, we also offer:

• Competitive compensation range of $25-35/hr.
• $650 a year technology support stipend, prorated and paid per paycheck.
• Monthly health stipend of $200 for anyone working 15+ hours per week (beginning July 2023).
• Charitable contribution matching up to $200 per person per year to support a charitable cause of your choosing
• Paid Time Off earned at a rate of 0.05 hours per hours worked, with increased accrual rates at 3rd and 5th working anniversaries.
• Quarterly profit sharing payouts and other KPI-driven bonus opportunities.
• Extremely flexible work schedule and 100% remote operations - no commute!
• Up to $500 per year per person in professional development pursuits.
• Best-in-class technology to make your workload as smooth and efficient as possible.
• A small but incredibly supportive and knowledgeable team of peers.

What does this role entail?

We are seeking a Senior Accounting Associate to join our team of accounting professionals. The Senior Accounting Associate is responsible for providing high-quality customer support alongside a wide range of bookkeeping, payroll, and finance services to a set of assigned clients on an ongoing basis. This role will also be responsible for assisting the Managing Director in reviewing the bookkeeping work of other team members in an effort to maintain the highest quality of service.

Things you’ll do a lot of:

• Mentoring and reviewing work products of other accounting team members within the company.
• Managing the ongoing bookkeeping, payroll, and reporting activities of an assigned set of clients.
• Managing project timelines and work tasks related to bookkeeping client onboarding and offboarding projects, bookkeeping cleanup projects, and finance toolset integration projects.
• Analyzing client financial data and creating well-crafted financial presentations for management, stakeholders, and external parties, such as vendors or lenders.
• Preparing and providing timely financial reports and statements, including Income Statements, Balance Sheets, A/R or A/P Aging Reports, and Client Statements.
• Maintaining compliance with all Company policies and procedures.
• Recording transactions and performing account reconciliations on various types of accounts including bank accounts, liability accounts, A/R, A/P, and Prepaid accounts.
• Working with a multitude of cloud-based applications, including QuickBooks, Microsoft Suite, Google Suite, Jirav, Gusto, ADP, and Karbon.
• Working as part of a team to provide top-notch customer service and handle sensitive or confidential information with the greatest levels of honesty and integrity.
• Complying with federal, state, and local legal regulations and requirements and keeping informed about the latest developments in the finance industry.
• Maintaining electronic records and filing systems.
• Evaluating, developing, and improving client controls, systems, and procedures that increase accuracy and efficiency and ensuring that all accounting processes align with GAAP and applicable  financial regulations.
• Maintaining accurate and complete financial records and participating in audits or reconciliations, as needed.
• Completing additional tasks or projects as assigned or required.

Why do we want to work with you?

You’re intelligent and perceptive in your actions and you possess a high level of professionalism and eagerness to grow, learn, lead others, and work independently while maintaining efficiency and accuracy under minimal supervision. You are also collaborative, fast-moving, and comfortable with change; TrueUp is a growing company, and you aren’t afraid to pivot with us as we expand. This can be a great opportunity for an experienced bookkeeper who wants similar perks and flexibility to freelance work without the headache of running your own business.

To be a strong candidate for this position, some of your qualifications might include:

• Degree in Accounting, Business, or related field, or equivalent experience.
• 5+ years of experience in bookkeeping or accounting, preferably in an outsourced or shared services environment.
• 5+ years QuickBooks experience, preferably QBO.
• Strong knowledge of generally accepted accounting principles (GAAP) and financial reporting requirements.
• Excellent organizational and time-management skills to handle multiple clients and competing priorities.
• Strong attention to detail and accuracy to maintain quality across clients.
• Excellent communication and interpersonal skills to effectively collaborate with clients and team members.
• Strong aptitude for technology and software, specifically around QBO integrations.
• High level of efficiency, accuracy, and responsibility.
• Ability to multitask, problem-solve, and adapt to new priorities quickly.
• Self-motivated with the ability to work in an independent environment.
• Prior experience in a supervisory or leadership role is a plus.

What are the next steps?

1. Submit your resume and answer the application questions.
2. We will contact potential candidates to set up a brief phone interview.
3. Final-round candidates will be contacted to set up a formal interview via Zoom. We will keep this posting open until the right candidate is found.

We look forward to hearing from you!