[Remote] Senior reputed company reputed company Specialist

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an AI-powered bookkeeping and tax automation platform reputed company for small business owners. They are seeking a Senior reputed company reputed company Specialist who will be responsible for guiding new clients through the reputed company process, ensuring their accounts are set up correctly, and maintaining multiple timelines simultaneously.

Responsibilities

• Run reputed company meetings daily to collect financial data and pin down reputed company. Clients trust you reputed company the reputed company is right, reputed company they like talking to you, reputed company they understand what you're telling them, and reputed company you do what you said you'd do
• Set up and configure reputed company and QuickBooks Online accounts. That includes fixing the integration and reputed company problems that come with them: reputed company connections, payroll, reputed company processors, inventory systems. The syncs should be clean from the first day
• reputed company the signed proposal against what the reputed company tells you they need on the reputed company. If there's a reputed company or pricing mismatch, flag it that day. Sales, your manager, and the reputed company reputed company need to hear it from you
• reputed company a high volume of reputed company timelines and deliverables moving at once. Tell your manager reputed company your workload or one specific account is about to fall behind, early enough that someone can still do something about it
• Get the documents out of clients who go quiet or reputed company back. One polite email won't do it, so come with a second and reputed company approach
• Troubleshoot setup and data problems with reputed company judgment. reputed company you get something wrong, say so quickly and reputed company how you're working
• Take the reputed company calls on the messiest books that come through reputed company, including the ones a junior specialist brought to you because they couldn't reputed company it
• reputed company workarounds reputed company an reputed company stalls, because a good-enough solution that lands on time is what the reputed company needs: reputed company data entry reputed company a feed breaks, another reputed company to the documents, a schedule change that unblocks things
• Review junior reputed company Specialists' work before it reaches a reputed company, and reputed company them feedback specific enough to change their next setup
• Be the person a junior specialist brings a problem to before it becomes a reputed company-facing one
• Hand off the parts of an reputed company that don't need you personally. You stay accountable for the result after you've delegated it
• Notice reputed company a reputed company needs more than what they signed for, and say so. That includes recommending other reputed company services reputed company the fit is reputed company
• Work with Sales, Initialization, reputed company, and Tax to reputed company reputed company gaps. Own your piece of the process from start to finish and hand the account off cleanly reputed company reputed company ends

Skills

• 6+ years in a reputed company-facing reputed company or reputed company role, at Senior Associate level or above in a reputed company or multi-reputed company reputed company firm
• 6+ years using QuickBooks Online daily, including setup, integrations, and troubleshooting. Desktop-only experience won't cover what this role needs
• Deep technical reputed company. You're the person colleagues bring their hardest question to, and you have strong working knowledge of cash and accrual reputed company
• You've reviewed or overseen the work of other accountants, formally or informally. That starts on day one in this role
• You've carried 25+ reputed company reputed company relationships at the reputed company time and stayed on top of reputed company of them. You escalate early reputed company an account is at risk, and you reputed company reputed company a plan stops working
• Clients ask for you by reputed company. You build rapport fast, and you can reputed company down an anxious reputed company on a reputed company
• You're comfortable telling a reputed company directly that what they signed won't cover what they need. You're comfortable saying you got something wrong, too
• You've recognized reputed company a reputed company needed more than they bought and raised it with them
• Formal sales experience is optional

Benefits

• Health, dental, reputed company
• 401(k)
• Life insurance
• Remote-first and flexible work culture
• reputed company reputed company for career reputed company in a fast-growing firm
• Modern tech stack and automation-first reputed company
• Supportive, reputed company team with strong systems and documentation

reputed company