Accountant

🔥 1 hour ago

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Current

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🤝 B2B

💼 Consulting

🏢 Enterprise

B2B • Consulting • Enterprise

Current is a platform (formerly Crete Professionals Alliance) that empowers independent accounting firms to scale by combining technology, talent, capital, and strategy. Founded in 2023, Current operates a growing network of partner firms (the site cites 48 firms, 2k+ employees across 39 states and 3 countries) and provides services that help firms accelerate growth without sacrificing independence. Its offerings and capabilities emphasize tech transformation (automation, AI, streamlined workflows), global service delivery, M&A and strategic expansion, talent continuity, brand & marketing, and shared operational infrastructure. Current notes that it is not a licensed CPA firm; subsidiary entities provide non-attest tax, advisory, and other services, and network firms participate in an alternative practice structure.

📋 Description

• Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness. • Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up. • Build and maintain strong client relationships through professionalism, organization, and consultative support. • Participate in quarterly client conversations focused on operational and financial discussions. • Manage at minimum 10 full-service bookkeeping client relationships. • Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance. • Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts. • Prepare and finalize monthly financial reporting packages and supporting documentation. • Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions. • Review “Ask My Accountant” balances and resolve outstanding bookkeeping items prior to finalizing reports. • Assist with onboarding new clients, including: • - QuickBooks Online setup • - Chart of accounts implementation • - Account linking and integrations • - Initial bookkeeping cleanup and reconciliations • Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines. • Maintain organized documentation, reporting templates, and financial records. • Collaborate with leadership and team members to improve efficiency, consistency, and client experience across the bookkeeping division. • Attend team meetings, training sessions, and monthly webinars. • Collaborate closely with leadership and advisors to ensure seamless client support and service delivery. • Escalate workflow concerns or capacity challenges proactively to leadership.

🎯 Requirements

• 2+ years of bookkeeping, accounting support, or outsourced accounting experience preferred • Strong proficiency in QuickBooks Online required • Experience with financial reporting, reconciliations, and month-end close processes • Strong organizational and time-management skills with the ability to manage multiple client relationships simultaneously • Excellent written and verbal communication skills • Ability to work independently in a fully remote, high-accountability environment • Strong attention to detail and commitment to accuracy • Experience with workflow systems such as XCM or similar platforms is a plus • Client-service-oriented mindset with strong professionalism and responsiveness

🏖️ Benefits

• 401(k) with company match • Medical, Dental, and Vision insurance • Paid time off and company holidays • Flexible scheduling • Continuing education and professional development support • Paid training opportunities • Opportunities for advancement and career growth • Fully remote work environment