Senior Accountant

🕒 August 21

🌵 Arizona, California, +21 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🌾 Nebraska – Remote 🎰 Nevada – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ☕ Washington – Remote 🧀 Wisconsin – Remote

💵 $120k - $130k / year

⏰ Full Time

🟠 Senior

💲 Accountant / Accounting

👻 Ghost score 16%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Zocks | AI for Advisors

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2022

🤖 Artificial Intelligence

💳 Fintech

☁️ SaaS

Artificial Intelligence • Fintech • SaaS

Zocks is a privacy-first AI platform designed specifically for financial advisors, supporting solo practitioners, mid-size practices, and enterprises. It automates key tasks such as note-taking, meeting preparation, and client communications, enhancing workflow efficiency and collaboration. Zocks ensures compliance and data control without recording conversations, helping advisors focus more on client relationships while seamlessly integrating with existing CRM systems and tools.

📋 Description

• Own core areas of the monthly, quarterly, and annual close processes • Prepare journal entries accurately • Reconcile ledger and sub-ledger accounts after each monthly close • Reconcile the deferred revenue waterfall • Support revenue recognition review in accordance with ASC 606 • Collaborate with RevOps to ensure customer invoices match contracts • Support preparation of financial statements in accordance with US GAAP • Perform financial statement analytics and investigate variances • Assist with audit readiness initiatives • Support the fiscal year-end financial statement audit • Coordinate with external tax accountants on the PBC list • Assess and establish effective internal controls and best practices • Maintain the accounting playbook • Contribute to ERP and systems assessment, design, and implementation • Assist with maintenance of the Ramp spend management platform • Work directly with the Controller to build scalable finance processes

🎯 Requirements

• CPA designation required • Bachelor's degree in accounting • 4 to 6 years of progressive corporate accounting experience • Knowledge of US GAAP and technical accounting principles, including ASC 606, ASC 842, stock-based compensation, and SaaS revenue recognition • Experience with financial reporting and SaaS metrics • Demonstrated experience using AI to streamline workflows and improve processes • Background and reference checks required as part of onboarding • Candidates must reside in AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, or WI • Public accounting experience • Previous experience at a VC-backed tech startup • Expertise with ERP systems such as Campfire, Rillet, or NetSuite • Hands-on systems implementation experience

🏖️ Benefits

• Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options) • Dental: 99% covered - Guardian, $1,500 annual benefit • Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance • FSA: Zocks matches dollar-for-dollar up to $500/year • Unlimited PTO • Paid sick time • 11 paid holidays • Birthing parent: 12 weeks fully paid parental leave • Non-birthing parent: 6 weeks fully paid parental leave • 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds • MacBook laptop + Google Workspace, Slack, and Zoom provided • Equity grant - details included as part of your offer • Growth opportunities for high performers after 6 months • Collaborative, low-ego culture with smart, kind teammates