Job Description

Our team is revolutionizing the accounting industry, and finding exceptional people to solve challenging problems is a top priority as we execute this vision. We are looking for an accountant that is proficient in QuickBooks Online, comfortable working one-on-one with clients, excited about making a real difference in their client’s businesses and is resourceful in problem solving.

In this position you will manage 20-30 clients independently, from handling QuickBooks 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.

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.

Are YOU the ideal candidate?

Who you are:

• 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 a whatever-it-takes attitude 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 5k 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 our employees say about us:

“I love Green Oak because you can work from anywhere! I am currently in Myrtle Beach, working as I gaze at the ocean.”

“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 our clients say 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.

Job Type: Full-time

Pay: $25.00 - $30.00 per hour

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

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Experience:

• Bookkeeping/Accounting: 3 years (Required)

License/Certification:

• CPA (or have you sat for at least 1 test? (Required)

Work Location: Remote

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