Job Description
Description
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.