Otterz

About Us: At Otterz, we’re redefining financial management for businesses through AI-driven bookkeeping, tax services, and Virtual CFO solutions. Our mission is to provide affordable, accurate, and efficient financial services, empowering businesses to scale and succeed. Role Overview: We are looking for an Accountant both Junior & Experienced to manage bookkeeping, financial reporting, and advisory services for our clients. This role is critical to ensuring the accuracy, compliance, and strategic support our clients need to navigate their financial challenges effectively. You will work closely with our AI-powered accounting platform, tax specialists, and a team of dedicated professionals to deliver outstanding service to our clients. Key Responsibilities: Bookkeeping Management: Oversee and perform comprehensive bookkeeping services for a diverse portfolio of clients using QuickBooks Online and other accounting tools. Tax Coordination: Coordinate with tax specialists to ensure accurate and timely filing of tax returns. Provide necessary documentation and assist in resolving tax-related issues for clients. Financial Reporting: Prepare and deliver monthly financial statements, ensuring they provide a clear picture of each client’s financial health. Audit Support: Assist clients in navigating audits, including reclassification of transactions and ensuring compliance with IRS and other regulatory requirements. Cross-Border Accounting: Work with overseas accountants to manage transfer pricing and other cross-border financial considerations. Cash-to-Accrual Transitions: Guide clients transitioning from cash to accrual-based accounting to ensure accuracy and compliance. Controller Activities: Support budgeting, expense tracking, and select CFO-level activities, providing clients with insights and financial strategies. Payables Management: Streamline accounts payable processes to maintain consistency and compliance across all financial activities. Fundraising Support: Provide financial documentation and strategic advice to clients preparing for fundraising efforts. Requirements: CPA designation or equivalent advanced accounting qualifications. (Nice to have) Minimum of 2-5 years of experience in accounting or financial management roles. Proficiency in QuickBooks Online and other accounting software. Strong knowledge of US GAAP and compliance standards. Excellent analytical skills and attention to detail. Ability to communicate complex financial concepts clearly to non-finance stakeholders. What We Offer: Competitive salary and benefits, including health insurance and retirement plans. Opportunities for professional development and training. The chance to work with cutting-edge AI technology in the financial services industry. A collaborative, innovative, and supportive work environment. Join us at Otterz and be part of our mission to revolutionize financial management for businesses across the US. Apply now to make an impact in a fast-growing, tech-driven environment! email your CV, Notice period and current CTC while applying.