About Collective:

Collective is on a mission to redefine the way businesses-of-one work. Collective is the first online concierge financial platform designed to give self-employed people the technology and team they need to focus on their passion, and not their paperwork. We handle company formation, taxes, accounting and much more.  We are headquartered in San Francisco and backed by General Catalyst, QED Investors, Google’s Gradient Ventures, Expa and more.

About the Role:

  • Constantly innovate to increase capacity
  • Train and educate 5-10 members a day on QuickBooks Online and Gusto
  • Use your deep accounting, payroll, tax return, and sales expertise to break down complex topics for members so they are thrilled with your knowledge and human centered approach
  • Build Profit & Loss statements for prior months by helping members extract and categorize business transactions from business and personal banking accounts
  • Perform complex reconciliations, opening balance entries, and journal entries
  • Help members run first payroll and understand payroll taxes
  • Educate members on a variety of topics related to other departments at Collective, including follow-up questions related to previous tax calls.
  • Write help center articles, create loom videos, whatever it takes to provide proactive top tier training
  • Participate in team activities, meetings, and share best practices
  • Passion for supporting entrepreneurs and the self-employed
  • Effortlessly switch between repetitive tasks and complex analysis

What we want you to bring:

  • Minimum 5+ years experience in accounting and payroll
  • QuickBooks Online, Gusto, or equivalent software
  • Tax return experience with Schedule C 1040 or 1120s
  • Methodical, hands-on, results-driven
  • Customer service oriented, attention to detail, ability to manage multiple tasks.
  • Write and talk like a seasoned professional
  • Ability to work in a fast-paced environment with minimal supervision
  • Ability to distill complex concepts and educate clients 

What we offer in return:

  • A diverse and collaborative team with flexibility around where you work
  • Competitive salary and stock options package
  • Open vacation policy
  • Employer-paid health, vision, and dental insurance
  • Team events, workshops, and virtual gatherings
This role is remote, but Collective is a San Francisco based company. There will be opportunities to travel to San Francisco for team events, company offsites, and professional development, once the pandemic is over.
 

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