Individual applicants residing in the US only
About the role
As a Initialization Accounting Specialist, you’ll take ownership of catch-up and clean-up accounting for new clients during onboarding. Your work will ensure that historical financial data is accurate, complete, and tax-ready. From untangling messy books to resolving reconciliation issues and standardizing processes, you’ll play a critical role in preparing clients for a smooth transition into ongoing services.
What you'll do
- Design and implement streamlined Chart of Accounts and bookkeeping setups.
- Clean up and reclassify historical transactions to ensure accurate financial records.
- Reconcile bank, credit card, loan, and Balance Sheet accounts to external statements.
- Prepare year-end workpapers and tie Balance Sheets to prior-year tax returns.
- Troubleshoot QuickBooks Online issues and manage third-party app integrations.
- Meet with clients to gather context, resolve questions, and communicate progress.
- Collaborate cross-functionally to transition clients into ongoing bookkeeping services.
Qualifications
- 5+ years of accounting experience (cash & accrual)
- Public or multi-client accounting background
- Strong reconciliation, cleanup, and Balance Sheet tie-out skills
- Advanced QuickBooks Online and third-party app experience
- Proficient in year-end workpapers and tax prep support
- Comfortable with client-facing communication
Why Join Us
- Competitive pay + health, dental, vision, 401(k), and life insurance
- Remote-first and flexible work culture
- Clear path for career growth in a fast-growing firm
- Modern tech stack and automation-first mindset
- Supportive, collaborative team with strong systems and documentation