Work at a Portfolio Company

US Lead Onboarding Bookkeeper



Accounting & Finance
Posted on Thursday, June 27, 2024

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:

You’ll be helping our Onboarding Accountants build the member’s financial books from scratch. This can include catch-up bookkeeping, clean up work, establishing correct beginning balances from the prior year. You’ll also help our Onboarding Accountants set up the member’s payroll. This can include historical payroll adjustments and mid-year transitions from the members old payroll software to ours. You’ll publish the first set of financial reports for our new members. Many member documents are collected and provided to you, but sometimes you may have to email the member.

⚒️ Responsibilities:

  • Help Onboarding Accountants build the member’s financial books from scratch. This involves:
    • Catch-up bookkeeping
    • Clean-up work
    • Establishing correct opening balances from the prior year for Remain SC members (Balance sheet Rebuild)
  • Assist Onboarding Accountants in setting up the member’s payroll, which may entail:
    • Historical payroll adjustments
    • Mid-year transitions from the member's old payroll software to Gusto (Payroll Rebuild)
  • Publish the first set of financial reports for our new members, which includes:
    • Producing Profit & Loss and Balance Sheet reports
  • Review the books for errors and collaborate with other accountants to address any discrepancies.
  • Communicate with clients via email to collect necessary documents and provide updates on the onboarding progress.
  • Provide assistance to Onboarding Bookkeepers and Onboarding accountants questions and concerns.
  • Oversee and train new onboarding bookkeepers
  • Contribute to refining onboarding processes and workflows, as well as developing accounting protocols.
  • Supervise the assignment of tasks to onboarding bookkeepers.

🙌 What we want you to bring:

  • Bachelor’s degree in Accounting, Finance, or a business-related field.
  • 2+ years experience working with Xero and Gusto
  • Solid knowledge of computer software
  • Customer service-oriented, attention to detail, ability to manage multiple tasks.
  • Strong verbal and written communication skills.
  • Ability to work in a fast-paced environment with minimal supervision.
  • People-first attitude, willing to help members and teammates alike.
  • 2+ years of experience in managing a team

Bonus Points if you have: (Optional)

  • Gusto People Advisor Certified.
  • Certified Public Accountant (CPA) or Certified Management Accountant (CMA).

What we offer in return

  • 100% WFH (work from home)
  • A diverse and collaborative team culture
  • Competitive base salary + Equity
  • Philippine holidays observed + Paid PTOs and SLs
  • Home office budget
  • Team events, virtual gatherings.
  • Employee healthcare benefits

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.