Revel CPA
We work to make the world of business and taxes come alive for creative entrepreneurs and their businesses! If we’ve done our job, these owners can breathe easy and sleep well at night knowing they’re in good hands. As a team, we focus on being socially conscious, staying young-at-heart, and always learning. We try to have fun and celebrate our humanity-while doing impeccable work, of course. 🙂 And we are always looking for new ways of doing things, improvements to our systems, and strategies to help our clients. Are you ready to revel in our growth while helping thousands of creative entrepreneurs along the way?
As a senior accountant, you are at the core of our relationship with our clients-getting them the information they need to make smart decisions for their business. And you’ll be right there with them (virtually, of course), not hiding in a cubicle somewhere. So you’ll get to know them personally and individually and understand what makes them (and their businesses) tick. Ultimately, it’ll be your responsibility to ensure that Revel always does our best to help our clients’ goals become reality!
This is a full-time, remote role with opportunities to manage others as the business grows. Typical weekly responsibilities include:
Leading and Mentoring the Team: Manage and guide staff accountants and bookkeepers, ensuring high-quality deliverables and professional growth.
Overseeing Client Financials: Handle month-end reviews, account reconciliations, journal entries, and other financial adjustments for accounts to maintain accurate and up-to-date client financial records.
Delivering Client Insights and Reporting: Generate clear and actionable monthly or quarterly dashboards and provide clients with insights into their financial health.
Leveraging Technology for Efficiency: Utilize cloud-based accounting systems and web-based tools for accounts payable, reporting, payroll, and client communications. Provide training to clients and team members on these systems as needed.
Ensuring Exceptional Client Service: Respond promptly to client inquiries, assist with technical issues, and conduct periodic service reviews to align with client goals and expectations.
Maintaining Quality Standards: Perform quality assurance checks on junior staff deliverables to uphold the accuracy and integrity of client work.
Qualities to Bring to This Position:
You’ll be able to balance being approachable yet professional in your communications-written and verbal
You’re an avid student of the latest in accounting rules, regulations, and guidelines-in fact, you geek out about it a little bit
You’ll be detail-oriented, avoiding spelling errors or other careless mistakes in your work
You’ll be an amazing communicator-making sure any soon-to-be missed deadlines are communicated about ahead of time
You’re super-comfortable working online, in cloud-based applications, and using a variety of software tools (with the appropriate training of course)
You’re able to thrive in a results-driven environment, consistently meeting or exceeding performance metrics
You love mentoring and coaching others
You are adept at working independently, efficiently managing and accomplishing tasks on your own
You appreciate and thrive in a collaborative team environment, recognizing the value of shared goals and mutual support
Your discretion is top-notch; our clients’ privacy and sensitive information are always protected
You’ve got a proactive attitude, and love finding new and better ways to help us get our work done well
You have experience with either Xero or QBO cloud-based accounting platforms, although we primarily use Xero.
You’re able to see a transaction and feel fairly confident about how 80-90% of them should be categorized based on a typical chart of accounts
You’ve used some sort of project management, task management, or practice management tool (preferably Asana), so keeping track of your upcoming work and logging what you’ve done comes naturally to you
You have proficiency in Google Suite and are adept at using macOS
Benefits & Perks:
Joining our team comes with outstanding benefits!
You’ll have a flexible schedule and be able to work-from-anywhere, and participate in company benefit programs. Compensation starts at $80k with opportunities for bonuses based on goals and metrics.
We offer comprehensive healthcare, dental plans, and a robust 401(k) retirement savings program. Additionally, we believe in enjoying life at and beyond work. That’s why we also provide fun perks like a complimentary Peloton membership and generous paid time off (PTO) to help you balance your work and personal life.
Thank you for considering the position and hope you’ll be interested in joining the Revel CPA team!
Revel CPA
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