Connectly

Accountant - CAS Specialist (US Financial Advisory, WFH)

Philippines

$960,000 – $1,020,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Advisory, AccountingIndustries

Position Overview

  • Location Type: Remote
  • Employment Type: Full-time
  • Salary: P80,000 – P85,000 (Monthly Package)
  • Schedule: Tuesday - Saturday (4:00 AM to 1:00 PM)

ConnectOS is seeking a detail-oriented and experienced Bookkeeper to join our growing team. This role involves managing client accounting and bookkeeping projects, ensuring accuracy, and providing excellent customer service.

Requirements

  • Bachelor's Degree in Accounting, Finance, or a related field of study.
  • 3-5 years of recognized bookkeeping or (CAS) Client Accounting Service experience.
  • QuickBooks Experience: Minimum of 2 years of recent experience working within QuickBooks Online or QuickBooks Desktop.
  • Proficient in QuickBooks, with experience navigating various workflows including A/R, A/P, payroll, sales tax, journal entries, financial reporting, 3rd party apps integration, banking and credit card reconciliations.
  • Knowledge of US tax laws, regulations, and deadlines.

Nice to Have

  • CPA license / Bookkeeping certification.
  • Some knowledge of accounting and tax in the cannabis industry.

Responsibilities

  • Undertake monthly client accounting/bookkeeping projects.
  • Maintain client books as per supervisor instructions.
  • Review CAS projects to ensure quality of the following documentation:
    • Checking Tax Basis of Financials - Cash or Accrual Matching
    • Balance Sheet to prior year tax return
    • Reverse entries for AP, AR, Cash, Credit Cards and Loans
    • Matching Payroll Wages and Payroll Tax to Payroll Tab
  • Ensure bank and credit card accounts have been properly reconciled each month.
  • Ensure auto loan accounts have been properly reconciled or adjusted properly.
  • Analyze balance sheet comparisons and identify any document differences.
  • Verify items under $1K are not capitalized to fixed assets.
  • Present Revenue variances to Managing Partner for solution.
  • Present variances in Tax Payable to Managing Partner for solution.
  • Complete Tax Workpaper allocations on P & L.
  • Provide Customer Service and communication with Client as needed.
  • Refresh and ensure accuracy of the following Workpapers:
    • A03 Payroll tab
    • U01 Revenue Tab
    • C01 Cash Tab
    • K01 Tab (Credit Card, Auto Loans and Tax Payable)
  • Assist with miscellaneous projects such as:
    • Tax vouchers
    • Extensions
    • Franchise Tax Board project
    • Assemblies
    • Partner job status meetings - updating jobs in Office Tools (Compliance)
    • Office Tools management
    • Entering clients into LaCerte and client folders
  • Pull missing data report from Lacerte for individual tax return for the tax team.
  • Back up for support staff as needed.

Credentials/Certifications

  • QuickBooks Online Pro Certification or QuickBooks Online Advanced Certifications are preferred.

Benefits & Perks

  • WFH (Work From Home)
  • Medical, Dental, and Life Insurance coverage from day 1 of employment
  • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
  • Competitive salary package and annual appraisal
  • Financial Assistance Program
  • Mandatory Government Benefits and 13th Month Pay
  • Regular Company Events
  • Work Life Balance
  • Career growth opportunities

Application Instructions

  • JOIN CONNECTOS NOW! (Further details on how to apply would be included here if available)

Skills

QuickBooks
Bookkeeping
Client Accounting Service
Financial Reporting
Bank Reconciliation
Tax Laws
A/R
A/P
Payroll
Sales Tax
Journal Entries
3rd Party Apps Integration

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.
Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.
Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.
The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.
Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.
The platform's AI-driven personalization boosts conversion rates and customer satisfaction.
Connectly.ai's multilingual support enhances global customer engagement and market reach.

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