Work at a Portfolio Company

Accounting Manager - Onboarding Team



Accounting & Finance
United States
Posted on Thursday, December 28, 2023

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:

In the position of Onboarding Accounting Manager, you'll step into a role that is vital to our operational success and business growth. You will routinely partner with various other team leads across Onboarding, Product, Engineering, Tax and Accounting. You'll be called upon to demonstrate strong managerial competence alongside your technical prowess. The team is responsible for a number of items, including:

  • Working with members to ensure correct transactions are added to the accounting software.
  • Building and analyzing S Corp Profit & Loss statements by helping members extract, import and categorize business transactions from business and personal banking accounts.
  • Performing complex reconciliations, opening balance entries and journal entries.
  • Helping members run their first payroll and understand payroll taxes.
  • Helping members identify and collect required documents to change payroll companies during the year.
  • Collaborating with other teams in a shifting environment

Our ideal candidate is not only an expert in the realms of Profit and Loss analysis, historical book reconstruction and payroll processing with a tax-oriented lens, but also an influential leader who can shape and guide a high-performing team.


  • Lead, develop and mentor a team of 8+ Onboarding Accountants and Associates, providing them with clear direction and support to excel in their roles.
  • Implement and maintain operational rigor across the team to ensure efficient processing of member accounts, employing a continuous improvement mindset to identify and enact process enhancements that drive team efficiency and accuracy.
  • Cultivate a collaborative environment, fostering open communication and promoting the sharing of ideas and best practices.
  • Serve as a steady guide through unexpected challenges, driving problem-solving efforts and ensuring your team feels confident in navigating these complexities.
  • Spearhead innovation within the team, implementing new strategies and processes to enhance productivity and capacity.
  • Act as a point of contact for escalated accounting, payroll and tax issues that arise during the onboarding process, demonstrating a solutions-focused mindset.
  • Partner with cross-functional teams on projects across Marketing, Operations, Product, Tax and Accounting, demonstrating effective management and collaboration skills.
  • Guide team members on how to navigate accounting at a hyper growth startup.

What we want you to bring:

  • A CPA certification required.
  • An inherent drive to support entrepreneurs and the self-employed, underpinned by a minimum of 10 years of experience in accounting, tax and payroll.
  • Solid experience in Profit and Loss analysis and managing multi-state, multi-employee payroll underpinned by your ability to oversee and guide others in these areas.
  • In-depth tax return experience, particularly with Schedule C, 1040 and 1120-S returns.
  • Proven experience as an Accountant and Payroll expert working in tandem with Product and Engineering teams.
  • A track record of managing and developing teams for at least 5 years, demonstrating your ability to inspire, mentor and guide team members towards success.
  • Experience working effectively across functions, showcasing your ability to lead and collaborate on diverse projects and initiatives.
  • Exceptional customer service skills, an eye for detail and a knack for juggling multiple tasks simultaneously in a fast-paced environment.
  • A self-starter mentality, able to excel with minimal supervision, but equally adept at collaborative teamwork.
  • Advanced proficiency with Gusto, Salesforce and cloud based Accounting softwares such as QBO, Xero, Hurdlr or similar.

What we offer in return:

Compensation Range: $95,000 - $115,000 USD annual base salary.

The salary ranges for the roles are posted for your convenience and review. Please understand that if an offer is presented, the offer compensation package will be based on the relevant position related skills a candidate demonstrates during our formal interview process.

  • A remote first environment.
  • A diverse and collaborative team culture.
  • Stock options package.
  • 14 company holidays + unlimited PTO.
  • 401K.
  • Employer paid Health, Vision and Dental Insurance.
    • 100% coverage for employees
    • 75% coverage for dependents
  • PC or Mac laptop + $750 Home office stipend.
  • Paid parental leave.
  • Team events and virtual gatherings.
  • $600 wellness bonus.
  • Professional development courses available for CPAs and Enrolled Agents.
  • Out of State Medical Care Travel Stipend

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.