Initialization Accounting Specialist

Individual applicants residing in the US only

About the role

As a Initialization Accounting Specialist, you’ll take ownership of catch-up and clean-up accounting for new clients during onboarding. Your work will ensure that historical financial data is accurate, complete, and tax-ready. From untangling messy books to resolving reconciliation issues and standardizing processes, you’ll play a critical role in preparing clients for a smooth transition into ongoing services.

What you'll do

• Design and implement streamlined Chart of Accounts and bookkeeping setups.
• Clean up and reclassify historical transactions to ensure accurate financial records.
• Reconcile bank, credit card, loan, and Balance Sheet accounts to external statements.
• Prepare year-end workpapers and tie Balance Sheets to prior-year tax returns.
• Troubleshoot QuickBooks Online issues and manage third-party app integrations.
• Meet with clients to gather context, resolve questions, and communicate progress.
• Collaborate cross-functionally to transition clients into ongoing bookkeeping services.

Qualifications

• 5+ years of accounting experience (cash & accrual)
• Public or multi-client accounting background
• Strong reconciliation, cleanup, and Balance Sheet tie-out skills
• Advanced QuickBooks Online and third-party app experience
• Proficient in year-end workpapers and tax prep support
• Comfortable with client-facing communication

Why Join Us

• Competitive pay + health, dental, vision, 401(k), and life insurance
• Remote-first and flexible work culture
• Clear path for career growth in a fast-growing firm
• Modern tech stack and automation-first mindset
• Supportive, collaborative team with strong systems and documentation