Accountant - CAS Specialist (US Financial Advisory, WFH)

Philippines

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₱960,000 – ₱1,020,000Compensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Advisory, Accounting, BookkeepingIndustries

Requirements

Candidates must possess a Bachelor’s degree in Accounting, Finance, or a related field of study, and a minimum of 3 to 5 years of experience in recognized bookkeeping or Client Accounting Services (CAS). QuickBooks experience, specifically transactional accounting with at least 2 years of recent experience in QuickBooks Online or QuickBooks Desktop, is required. Knowledge of US tax laws, regulations, and deadlines is also necessary, along with preferred certifications such as a CPA license or bookkeeping certification.

Responsibilities

The Accountant - CAS Specialist will be responsible for managing monthly client accounting/bookkeeping projects, maintaining client books according to supervisor instructions, reviewing CAS projects for documentation quality, ensuring accuracy of financial reporting, reconciling bank and credit card accounts, analyzing balance sheet comparisons, verifying items under $1K, presenting revenue variances, completing tax workpaper allocations, providing customer service to clients, refreshing and ensuring the accuracy of specific workpapers, assisting with miscellaneous projects like tax vouchers and extensions, and managing client data within LaCerte and Office Tools.

Skills

QuickBooks Online

QuickBooks Desktop

Bookkeeping

US Tax Laws

Financial Reporting

Banking and Credit Card Reconciliation

A/R

A/P

Payroll

Sales Tax

Journal Entries

3rd Party Apps Integration

Tax Preparation

Client Communication

CPA License

Bookkeeping Certification

Cannabis Industry Knowledge

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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