Serve as the primary relationship owner for 60-75 clients, providing strategic financial and tax-aware guidance.
Translate financial data into actionable insights to drive business performance and client success.
Manage a high-touch client experience with proactive communication and cross-team coordination.
Aprio is a Top 20 CPA and advisory firm that provides accounting and advisory services to fast-growing industries. With 40 US office locations, international offices, and over 3,200 team members, Aprio fosters a top-rated culture focused on growth and collaboration.
Maintain strong client relationships, ensuring quality control standards.
Lead and mentor the tax team, including a senior tax manager and 3 accountants.
Prepare personal and corporate tax planning, returns, and projections.
Revel CPA helps creative individuals and organizations navigate business and taxes, ensuring compliance and maximizing opportunities. The company is a small, collaborative team that values professional development, responsibility, and fun.
Help design the AI-powered workflows that will define the future of audit and assurance.
Partner closely with engineering, product, and design teams to translate real-world audit processes into scalable product capabilities.
Work directly with audit firms using Fieldguide to understand their workflows, pain points, and opportunities for automation.
Fieldguide builds software for assurance and audit practitioners, automating and streamlining their work in cybersecurity, privacy, and financial audit. The company is a remote-first startup based in San Francisco, with an inclusive, driven, and supportive team, backed by top investors like Goldman Sachs and Bessemer Venture Partners.
Manage a team of 3-5 accountants and oversee the quality of their work and client engagements.
Ensure profitability and accuracy of client work, and drive cross-selling and upselling of additional services.
Provide technical leadership on accounting and technology issues, and develop team members' skills.
Bookkeeper360 is a fintech company that helps small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services powered by AI-driven insights. We have been recognized as a top workplace and are growing rapidly, with thousands of clients and a 4.8-star rating.
Lead global accounting operations, including financial close processes and technical accounting research.
Manage consolidation, external audits, and compliance across international entities.
Drive automation and AI-enabled solutions to improve accounting efficiency and scalability.
A dynamic global organization that values innovation and continuous improvement. It fosters a collaborative, inclusive culture with a focus on professional growth and modern financial systems.
Manage a portfolio of 1500+ accounts, focusing on renewals, upselling, and cross-selling to accounting firms.
Build long-term relationships with decision-makers and provide value guidance to maximize revenue growth.
Meet quarterly revenue targets by executing territory plans and collaborating with cross-functional teams.
Caseware is a fintech company that has led the global audit and accounting software industry for over 30 years, serving over 500,000 users across 130 countries. With a collaborative culture and a focus on innovation, the company is committed to building diverse teams and providing flexibility for its employees.
Manage the full accounting cycle for U.S.-based clients, including reconciliations, month-end close, and financial reporting.
Apply startup accounting principles to balance best practices with resource constraints and evolving priorities.
Integrate and optimize external applications with QuickBooks Online to streamline accounting operations.
Veta Virtual is a virtual staffing company that connects talented professionals with financial services clients. They foster a supportive, collaborative culture and operate in a fully remote, fast-paced environment.
Oversee accounting operations for multiple clients as the primary point of contact.
Direct and review the analyst team's work across A/P, A/R, payroll, and reconciliations.
Proactively identify opportunities for automation and process improvement using a technology-first mindset.
Decimal is a franchise network of operator-owned accounting firms that provides technology, processes, and infrastructure for independent accountants. They are a company full of passionate people driven in various disciplines.
Lead accounting operations, financial reporting, and audit processes to ensure accurate and scalable accounting.\n- Manage and develop a high-performing accounting team, fostering a culture of ownership and continuous learning.\n- Drive process improvement through AI and automation, modernizing workflows and controls.
Virta Health aims to reverse metabolic disease in one billion people through technology, personalized nutrition, and virtual care. The company has raised over $350 million from top-tier investors and partners with large health plans and employers.
Act as the principal liaison with customers to implement best practices and drive optimized business outcomes in LTPAC settings.
Lead detailed business discovery, translate technical requirements, and execute system configuration setup.
Build strong customer relationships, anticipate issues, and support change management strategies for successful implementation.
PointClickCare is a leading health tech company that helps long-term and post-acute care providers deliver exceptional care through its platform. It is founder-led and privately held, serving over 30,000 organizations, and recognized as a top private cloud company with a culture of innovation, flexibility, and growth.
Own day-to-day accounting operations and build a highly effective finance function.
Manage cash, controls, compliance, monthly close, and provide actionable insights to leadership.
Lead modernization of accounting processes and systems to scale without adding headcount.
Donorbox is a leading fundraising platform and donor management system for nonprofit organizations. The company is profitable, bootstrapped, and has a fully distributed 150-person team, named a Best Place to Work in 2026.
Act as the primary point of contact for clients, ensuring timely and accurate delivery of accounting and tax services.
Monitor and manage accounting and tax compliance requirements for clients, including tax and statutory filings.
Provide guidance to clients on accounting and tax best practices and coordinate with internal teams and local providers.
HSP Group is the premier provider of global expansion services, helping companies simplify the complex challenges of operating internationally. They deliver a seamless experience across legal entity setup, global HR, payroll, compliance, tax, and advisory, enabling clients to scale faster and stay compliant.
Own the operating system of Engine's accounting function, raising the talent bar and accountability.
Scale AI and automation across accounting to reduce manual work and drive operating leverage.
Modernize the close process, strengthen ownership, and drive cross-functional execution at speed.
Engine is a travel and fintech platform that combines corporate travel, charge cards, and spend management into one seamless experience. More than 30,000 companies and over 1 million travelers rely on it, and it is cash-flow positive with rapid growth.
Own the accounting operations function and lead the monthly and year-end close processes.
Drive process improvements and leverage AI to eliminate manual work and improve efficiency.
Provide leadership to the accounting staff and coordinate with external auditors and tax preparers.
HealthJoy simplifies healthcare benefits by guiding employees to affordable, high-quality healthcare through a unified digital experience. With over $100M in funding and recognition as one of Inc.'s Fastest Growing Startups, the company fosters a talented, hard-working, and compassionate culture.
You will own the company's accounting operations and lead financial close processes.
You will manage tax compliance and financial systems to support scaling.
You will partner with leadership to provide clear financial insights and build the accounting team.
LanceDB is an AI-native Multimodal Lakehouse that helps researchers manage petabytes of video, audio, and signals. We are a fast-growing startup with customers like Runway, Midjourney, and Netflix.
Record financial transactions and maintain accounts receivable aging reports for multiple clients.
Reconcile bank records, process payroll, and file sales/property taxes as needed.
Use accounting judgment to code expenses and schedule payments in automated systems.
My Financial Partner is a subsidiary of Teamshares, a national company helping American small businesses become employee owned. They provide fractional accounting resources with a team of experienced accounting professionals who are enthusiastic, inquisitive, and value continuous learning.
Embrace coaching and collaborate with your team to ensure clients are delighted with our services.
We empower business owners by taking bookkeeping and operational support functions off their plates, delivering outsourced transactional and full-cycle accounting services. Since 2004, we have grown to over 100 offices nationwide with a network of over 800 employees, fostering a collaborative culture focused on work-life balance.
Manage client relationships and comprehensive financial reporting remotely.
Supervise and train accountants on transactional work and documentation.
Prepare financial statements, budgets, and support audit and grant management.
Chazin & Company is a premier provider of virtual outsourced accounting services for nonprofit organizations. They are committed to quality work, quality people, and giving back to the community.
Lead the GAAP close, global consolidation, and technical accounting for a global technology organization.
Oversee accounting systems evolution, ERP integrations, and financial data architecture to improve scalability.
Manage external audits, partner with teams, and develop a lean accounting team through automation.
They are a fast-growing global technology company building scalable accounting infrastructure. The team is lean and collaborative, fostering an inclusive work environment with a focus on automation and AI-driven finance transformation.
Oversee financial and accounting services including financial statement preparation, grant reporting, and compliance for assigned clients.
Review financial statements for GAAP compliance, prepare annual budgets and forecasts, and oversee audit work papers.
Serve as a fiscal liaison to authorizers, state and federal agencies, and provide training to client staff on internal controls.
Charter Impact empowers mission-driven organizations through personalized finance, operations, and business management support. We are a remote-first company growing nationally, committed to collaborative team culture and client success.