TeamUp
Are you an experienced accounting professional who enjoys looking beyond the numbers and understanding the business behind them? Do you thrive in a fast-moving environment where technology, AI, and accounting come together and where you're trusted to think, communicate, and make sound decisions rather than simply follow a checklist? If you're looking for an opportunity to work with innovative technology startups while becoming a trusted member of a collaborative accounting team, this could be the opportunity for you! WHAT’S IN IT FOR YOU? Competitive salary!; PTO credits that can be used for vacation, personal time, sick days, or holidays; Employer of Record (EOR) employment setup, with Philippine statutory government benefits, contributions and 13th-month pay; Canadian working-hour overlap during the initial training/onboarding period, with greater schedule flexibility once fully trained and able to work independently; Remote opportunity! Work at the comfort of your home!; Company-provided equipment; Work directly with innovative technology startups across Canada and the US; Take meaningful ownership of client relationships, accounting quality, and result; Join a small, collaborative team where your judgment, ideas, and contributions are visible; Work with modern cloud accounting tools and help shape how automation and AIare used within the firm; Build broader experience across accounting, financial reporting, client service, and workflow leadership; Continue developing professionally, with the potential to take on greater review and team leadership responsibility as the firm grows; CLIENT BACKGROUND Our client-partner is a virtual CPA firm serving technology startups across Canada and the US. They act as an outsourced accounting and finance partner, helping founders build reliable financial operations and gain the clarity they need to scale. They are a small, fully remote, technology-driven team that values strong client service, accurate and timely financial information, ownership, teamwork, and continuous improvement. Our client-partner wants people who spot problems, think through practical solutions, and look for ways to make both our clients and our firm better over time. Duties AND RESPONSIBILITIES: As a Client Accountant, you’ll take ownership of the accounting outcomes for a portfolio of technology startup clients, helping them maintain reliable financials and make better-informed decisions. You’ll lead the monthly close, oversee full-cycle accounting and reporting, communicate directly with clients, coordinate work across the team, and use your judgment to resolve issues and improve how the work gets done. What Your Day to Day Will Look Like: Own the monthly close for approximately 3–5 technology startup clients, setting priorities, managing deadlines, and resolving open items. Review and, when needed, perform full-cycle accrual accounting, including reconciliations, AP, AR, payroll entries, journal entries, accruals, prepaids, deferred balances, fixed assets, and general ledger maintenance. Protect the integrity of client books by ensuring coding, documentation, accounting treatment, and supporting schedules are accurate and consistent. Prepare and review monthly financial statements, management reports, balance sheet schedules, close workpapers, and year-end support. Investigate unusual transactions, reconciliation differences, missing information, and process gaps, then recommend practical next steps. Communicate directly with clients through email, Slack, and virtual meetings,providing clear explanations and proactive status updates. Coordinate bookkeeping work with other team members, review output, resolve questions, and keep client work moving. Support Canadian and US payroll accounting, sales tax filings, tax workpapers, and other compliance-related workflows. Improve procedures, templates, documentation, quality controls, and client workflows. Help evaluate and use cloud-based, automation, and AI-enabled tools to improve accuracy, efficiency, and communication. Support client onboarding, cleanup projects, and other accounting priorities as the firm grows. Qualifications CPA designation. 5+ years of progressive accounting experience, including meaningful responsibility for full-cycle accounting, month-end close, and financial statement preparation. North American accounting experience supporting Canadian or US clients. Canadian experience is preferred, but strong US experience is welcome if you can learn Canadian-specific payroll and sales tax requirements. Experience managing multiple clients or entities at once. Accounting firm,outsourced accounting, or client accounting services experience is strongly preferred. Strong accrual accounting knowledge, including reconciliations, cut-off, accruals,deferrals, supporting schedules, and financial reporting. Sound judgment and ownership. You can identify what is wrong or incomplete,determine the next step, and recommend a solution without waiting for detailed instructions. Excellent written and spoken English, with the confidence to lead clear and professional client conversations. Strong proficiency with Xero and Excel or Google Sheets. Experience with platforms such as Float, Ramp, or Brex is an asset. A process-improvement mindset and practical experience using automation or AItools to improve your work while maintaining accuracy, review standards, and confidentiality. Strong organization, responsiveness, and the ability to manage competing deadlines with limited supervision in a remote environment. ADDITIONAL REQUIREMENTS Must have a dedicated, private and secure workspace Must have reliable high-speed internet and backup connectivity Must be able to protect confidential client financial information Company equipment must not be shared with family members or other individuals Must be comfortable participating in video meetings and communicating directly with clients DESCRIPTION OF IDEAL CANDIDATE Independent & Accountable – You don't need someone to break down every task for you. Once you understand the goal, you take ownership and follow through. Big-Picture Thinker – You understand that accounting isn't simply about coding transactions. You consider the client's business, financial position, history, and goals when making decisions. Technology & AI Curious – You're interested in how technology can make accounting smarter and more efficient. New tools don't intimidate you—they make you curious. Strong Communicator – You can explain what's happening, ask thoughtful questions, provide input, and communicate confidently with clients and teammates. Adaptable & Growth-Oriented – You enjoy working with businesses that move quickly and understand that processes, technology, and client needs will continue to evolve. Collaborative but Self-Sufficient – You appreciate having a supportive team behind you, but you're equally comfortable taking responsibility and moving work forward independently. Client-Focused – Accuracy matters, but so does understanding why the work matters. You care about delivering financial information that helps clients make better decisions. Are you the Senior Accountant / CPA we've been looking for? Submit your application and take the next step in your accounting career!
TeamUp
