Note: The job is a remote job and is open to candidates in USA. Wave HQ is dedicated to helping small businesses thrive, creating a vibrant work environment. The Accounting Associate will manage a portfolio of small businesses, providing bookkeeping services and exceptional customer support.
Responsibilities
- Acting as the trusted advisor and accounting department for Wave’s small business clients
- Responsible for owning bookkeeping accounts for clients within their portfolio in order to meet individual revenue targets and contribute to the team’s overall revenue targets
- Supporting clients by using Wave’s software to import and categorize transactions, reconcile their accounts, complete monthly bookkeeping, generate their financial statements, and flag potential bookkeeping issues with their clients
- Using judgment to set appropriate expectations with clients and being able to meet or exceed these expectations
- Meeting with clients on virtual calls on a recurring schedule to review their books
- Clearly conveying accounting concepts in lay terms to the client and answering any bookkeeping-related questions
- Providing exceptional customer service and building trusting relationships with clients by demonstrating accounting expertise on review calls and offering timely responses to clients via email
- Collaborating with peers and supporting other members of the team by sharing their experiences with the team
Skills
- Completion of post-secondary education in Finance, Accounting, or Business
- 0-2 years of general work experience
- Previous experience in cloud accounting
- Customer-centric mindset with problem-solving skills
- Stellar communication skills with the ability to convey accounting concepts in lay terms
- Attention to detail is critical in this role
- Resourcefulness
- Previous working experience with small businesses is a plus
Company Overview
Wave HQ provides financial services and software for small businesses. It was founded in 2009, and is headquartered in Toronto, Ontario, CAN, with a workforce of 201-500 employees. Its website is https://www.waveapps.com.
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