Accounting Coordinator

Job descriptionWe seek a skilled Accounting Coordinator to join our finance team and drive financial planning, analysis, and forecasting within the SaaS industry. The ideal candidate will possess a strong understanding of SaaS business models, metrics, and industry trends to provide valuable insights and contribute to strategic decision-making.

Summary of essential job functionsBookkeeping:Maintain accurate and up-to-date financial records.Record daily financial transactions, including income and expenses.Reconcile bank statements and other financial accounts.Accounts Payable:Process invoices and ensure timely payment to vendors.Verify the accuracy of invoices and resolve discrepancies.Reconcile accounts payable transactions.Accounts Receivable:Generate and send out invoices to clients.Monitor and follow up on overdue payments.Reconcile accounts receivable transactions.Financial Reporting:Prepare financial statements, such as balance sheets and income statements.Generate financial reports for management review.Assist in the analysis of financial data.Budgeting and Forecasting:Assist in the preparation of budgets and forecasts.Monitor actual financial performance against budgeted figures.Provide support in financial planning processes.Compliance and Documentation:Ensure compliance with relevant accounting standards and regulations.Maintain organized and well-documented financial records.Assist in the preparation for audits.Software Subscriptions:Manage and track software subscriptions related to accounting and financial operations.Monitor renewal dates and ensure timely payments for software services.Evaluate the cost-effectiveness and efficiency of existing software tools.Communication and Collaboration:Communicate effectively with internal teams and external stakeholders.Collaborate with other departments to obtain necessary financial information.Provide support to management in financial decision-making.Software Proficiency:Utilize accounting software for data entry, reconciliation, and reporting.Stay updated on our selected subscription management software. We use Quickbooks, Chargebee, Hubspot, and Stripe.Understanding relevant accounting standards and compliance issues specific to SaaS, including ASC 606 for revenue recognition.Problem Solving:Identify and resolve discrepancies or issues in financial records.Analyze financial data to provide insights and recommendations.Continuous Learning:Stay informed about changes in accounting regulations and best practices, and advancements in SaaS financial management practices.Pursue professional development opportunities to enhance skills.

Minimum Requirements & QualificationsEducational Background:A bachelor's degree in Accounting, Finance, or a related field.Experience:At least 2-3 years of relevant experience in accounting or finance.Preferably, experience working in a SaaS or technology-focused environment.SaaS Accounting Knowledge:Understanding of SaaS business models and revenue recognition principles specific to SaaS companies.

Physical Demands:The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Work Environment:Collaborative efforts and digital interactions characterize our remote work environment. Employees are expected to engage in video calls with clients, maintaining a professional demeanor and following company guidelines during virtual interactions.

Pay Range$50,000 - $80,000Commensurate with experienceUnlimited PTO, offering a flexible work-life balance.Full-Time EmploymentMust be available to our customers between 8 AM CST to 5PM CST

Why Join TaxPlanIQ:Joining TaxPlanIQ means being part of a company that values innovation and is dedicated to transforming the tax planning industry. You’ll have the opportunity to grow professionally, develop your training and speaking skills, and work alongside some of the brightest minds in the field. We are committed to fostering an inclusive, supportive work culture where your contributions are recognized and celebrated.

Application Process:To apply, please submit your resume and a cover letter (video is a plus!) detailing your passion for tax advisory and your vision for contributing to our team to careers@TaxPlanIQ.com. We’re excited to hear how you can be a part of our growth story!

TaxPlanIQ is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.****

TaxPlanIQ is at the forefront of the tax advisory field, led by thought leaders. We offer innovative solutions that reshape how tax advisors and accounting firms operate. We are expanding our dynamic, fast-paced team with the addition of a Business Development Tax Expert, a crucial role for nurturing our relationships with our existing customer base, advanced tax advisors, and large accounting firms.TaxPlanIQ Standards

C - CourageousNo Status Quo! Our business is built on courageous innovation. Resist the acceptance of the status quo... We don’t do things just because it’s always been done that way. Innovate where it makes sense. Move the needle for our goals.

O - OptimisticEvery day is an adventure! Solving problems is essential to creating a great business; the more problems to solve, the more successful the business becomes. s.So, we look at problems and challenges as opportunities to improve our business and ourselves. We strive to enter all situations with a positive perspective. We are grateful for our work on a daily basis.

R - RespectfulBe Honest, Kind, and charitable. We build stepping stones out of stumbling blocks, navigating with grace for others and ourselves. We value upright kindness in our relationships and are real and open. We respect every being, furry or not. We practice Humble candor, and we prioritize diversity and charitable giving. Our founder is an open follower of Christ and the Christian faith, but we respect all faiths and beliefs just as the Christian faith teaches us.

E - ExceptionalAs trailblazers, we get things done using the best and the brightest resources. We invest our time innovating to make your time more valuable. To go above and beyond always and make sure we are the best in every single area. Always pushing ourselves to be better than yesterday.

U - UnitedWe foster a close-knit community within our team and beyond, weaving connections through collaboration. Together, we create a supportive network built on empathy, uniting for shared success and recognizing our strength in unity, both internally and in our wider community.

S - SpiritedWe boldly tackle challenges with passion and curiosity, finding joy in discovering new solutions. Our resilience empowers us to adapt, grow, and succeed, turning obstacles into stepping stones towards remarkable growth

DisclaimerThe above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.Job Type: Full-time

Pay: $50,000.00 - $80,000.00 per year

Schedule:Monday to Friday

Work Location: Remote