Have prior accounting, bookkeeping, or tax experience in a public accounting firm. The pace and volume of a public accounting firm is unlike anything else.
Be proficient with QuickBooks Online. Must have ProAdvisor Certification or be willing to obtain it within the first 90 days.
Be proficient with Xero or willing to come up the curve quickly.
Be comfortable with a paperless workplace and workflow management concepts.
Have strong organizational skills, sharp attention to detail, and the ability to manage 25-30 client relationships simultaneously.
Communicate clearly with clients in writing and on the phone.
Nice To Haves
Prior experience with REIHub or other rental property accounting platforms.
A bookkeeping or accounting background that includes real estate, rental property, or other niche client segments.
Sales tax and personal property tax filing experience.
Comfort with financial statement analysis beyond reconciliation, including spotting trends, flagging anomalies, and translating numbers into client conversations.
High English proficiency required, verbal and written, since you work with U.S. clients including WCG Podmates and leaders every day.
Bachelor’s degree required, preferably in accounting or commerce.
3 to 5 years of U.S. bookkeeping and accounting experience in a public accounting firm, preparing financial statements, reconciling bank and credit card accounts, reviewing general ledger accounts, and finalizing period-end adjustments.
CA or CPA required (or actively pursuing with materials purchased and scheduled test dates).
Proficient in QuickBooks Online, with the ProAdvisor certification and experience with Xero preferred.