Certified Public Accountant (CPA)

We’re on a mission to transform the accounting industry—and we’re looking for exceptional accountants to join us. If you’re a QuickBooks Online pro, love working directly with clients, thrive on solving tough problems, and are eager to make a real impact, this could be the perfect fit. We’re especially excited to meet senior accountants ready to grow into future team leaders. Salary:$65,000 - $75,000 In this position you willmanage 20-30 clientsindependently, from handlingQuickBooks Online, being the primary point of contact, to analyzing what’s going on in a client’s business and leading client meetings by presenting financial data. GreenOak Accounting is the industry leader in accounting for mental health, so all clients this position handles will be psychologists, family therapists, and mental health counselors. We are looking for someone who wants to move into a management role in the future as we like to promote from within. The accountant is expected to be able to handle 80-90% of the work independently, perform a self-review, and reach out to their manager as needed. The manager is responsible for reviewing, training and developing their team with a constant feedback loop, so you can expect regular check-ins and an opportunity to grow. AreYOUthe ideal candidate? Who you are: • CPA/EAstrongly preferred or actively pursuing one. • 5+ Years Accounting/ Bookkeeping Experience • 5+ years Proficient in Quickbooks Online • You love working with clients and having a direct impact on their business • You feel comfortable talking with your clients and presenting basic financial data • You have a desire to do more than just crunch the numbers, you want to help clients understand their financials, and you want to present data in a way that makes sense to them • You have strong critical thinking skills • You would like to develop your CFO-level skills • When you don’t know the answer, you figure out what it is • You’re great at juggling multiple priorities and like to stay busy • You have strong communications skills, both written and verbal • You are tech-savvy and aren’t afraid to maximize the tools at your disposal • You love helping people, thinking outside the box, going the extra mile • You are confident in your accounting skills, while knowing when to say “let me check on that” in order to give your client accurate information • You have awhatever-it-takesattitude to meet the needs of our customers • You have the organizational skills and attention to detail required to manage your projects What you’ll receive: • Competitive compensation • Full fringe benefit package (Major Medical (UHC), Dental, Vision, Life, Full Supplemental) • Tuition Reimbursement of up to $2500 per year for accounting courses, EA prep and CPA prep courses • No cost CE/CPE through Surgent • Generous PTO plan based on years of service • 6 Paid holidays with an additional floating holiday • 401k package (3% matched at 100% and additional 2% matched at 50%) • Extensive training and support through our New Hire Buddy program • A dedicated team manager and smaller teams of 3-4 • A clear and structured succession route to a management position • Work/Life balance • Respect and autonomy People who have done well in this position: • Bookkeepers at a public accounting firm who would like the flexibility of remote work (after the training period) • Staff accountants stuck at a small firm with little or no room for growth (whenever possible we promote managers from within!) • An accountant who wants to have more client-facing time, not just crunching numbers in the background • Self-employed accountants who want to be surrounded by a team and work collaboratively What your typical day would look like: 8am: Answer emails, plan the day ahead 9am: Team meeting with your manager and peers. Align on priorities, ask for help with any issues, look ahead at the upcoming client meetings. 10: client work (process bank feeds, troubleshoot a syncing issue with a payroll software, reconcile accounts, perform a self-review, draft financial reports for your manager’s review) Noon: lunch break 1pm: Answer emails (follow up on a W9 request, help a client understand a line item in last month’s P&L) 2pm: client meeting (present financial reports and various analysis tools—KPIs, cash flow forecast, etc) 3pm: client work 4:30 email check, review reports for tomorrow’s client meetings The opportunities for growth are endless! What ouremployeessay about us: “I love GreenOak because you can work from anywhere! “I am finally in a work environment where I feel valued, supported, and above anything else, one that gives me the freedom to blossom professionally.” What ourclientssay about us: “ I feel empowered to look at my finances more deeply and actually meet my goals instead of crossing my fingers and hoping.” “OMG…. I LOVE how GreenOak breaks down complex accounting concepts and applies it to our industry specifically.” We are actively engaged in building an inclusive and equitable accounting firm. We encourage you to apply if you share those values and want to work with a company with a diverse team and clients. Benefits: • 401(k) • 401(k) matching • Dental insurance • Disability insurance • Employee assistance program • Flexible schedule • Health insurance • Life insurance • Paid time off • Professional development assistance • Tuition reimbursement • Vision insurance Experience level: • 3 years Physical setting: • REMOTE Schedule: • Monday to Friday Experience: • Bookkeeping/Accounting: 3 years (Required) Working Conditions & Physical Requirements: • Must be able to work from a confidential home office setup with a secure, hard‐wired internet connection. • Must be able to remain in a stationary position (sit/stand at computer) for long periods of time. • Must be able to communicate virtually with team members. Job Application Disclaimer By submitting this application, I affirm that the information I have provided is true and complete to the best of my knowledge. I understand that any false statements, omissions, or misrepresentations may disqualify me from employment consideration and, if I am hired, may result in my dismissal at any time. I acknowledge that the employer may verify the information provided in this application and I authorize the employer to conduct any necessary background checks. Confidentiality Disclaimer During the interview process, you will may see client info and other trade secrets. Submitting your application requires an agreement to not use, nor release any sensitive info discovered during the interview process. By proceeding with this application, you confirm your understanding and agreement to the terms outlined above. Equal Opportunity Statement: Green Oak Accounting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive and respectful environment for all employees. GreenOak Accounting participates in E-Verify. To learn more please go here, https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf . Job Type: Full-time Benefits: • 401(k) • 401(k) matching • Dental insurance • Disability insurance • Employee assistance program • Flexible schedule • Health insurance • Life insurance • Paid time off • Professional development assistance • Tuition reimbursement • Vision insurance Work Location: Remote Job Type: Full-time Pay: $65,000.00 - $75,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Life insurance • Paid time off • Vision insurance Work Location: Remote