Posted 1 month ago

Accounting Associate

TorontoRemoteFull-time

AI Summary

An Accounting Associate acts as a trusted advisor and accounting department for small business clients, owning their bookkeeping in Wave’s software, reconciling accounts, completing monthly closes, generating financial statements, and driving revenue targets.

About this role

At Wave, we help small businesses to thrive so the heart of our communities beats stronger. We work in an environment buzzing with creative energy and inspiration. No matter where you are or how you get the job done, you have what you need to be successful and connected. The mark of true success at Wave is the ability to be bold, learn quickly and share your knowledge generously.

The Accounting Associate is responsible for managing a portfolio of small businesses whose bookkeeping they own. They are an integral piece of a team that’s helping great customers get an even better experience.

Here’s How You Make an Impact:

Acting as the trusted advisor and accounting department for Wave’s small business clients.

Responsible for owning bookkeeping accounts for clients within their portfolio in order to meet individual revenue targets and contribute to the team’s overall revenue targets.

Supporting clients by using Wave’s software to import and categorize transactions, reconcile their accounts, complete monthly bookkeeping, generate their financial statements, and flag potential bookkeeping issues with their clients.

Using judgment to set appropriate expectations with clients and being able to meet or exceed these expectations.

Meeting with clients on virtual calls on a recurring schedule to review their books.

Clearly conveying accounting concepts in lay terms to the client and answering any bookkeeping-related questions.

Providing exceptional customer service and building trusting relationships with clients by demonstrating accounting expertise on review calls and offering timely responses to clients via email.

Collaborating with peers and supporting other members of the team by sharing their experiences with the team.