Initialization Accounting Specialist

Remote (United States)

About the Role

This opportunity is for an Initialization Accounting Specialist responsible for handling catch-up and clean-up accounting for newly onboarded clients. The role focuses on ensuring historical financial data is accurate, complete, and ready for ongoing accounting operations and tax preparation. You will play a critical role in resolving reconciliation issues, standardizing financial records, and preparing clients for a smooth transition into long-term bookkeeping services. This position requires strong technical accounting skills, attention to detail, and the ability to communicate effectively with clients in a fully remote environment.

Status: Full-Time

Compensation: $70,000 – $85,000 per year

What You’ll Do

• Design and implement structured Chart of Accounts and bookkeeping setups for new client accounts.
• Clean up and reclassify historical transactions to ensure accurate and complete financial records.
• Reconcile bank accounts, credit cards, loans, and balance sheet accounts against external statements.
• Prepare year-end workpapers and tie balance sheet accounts to prior-year tax returns.
• Troubleshoot issues within QuickBooks Online and manage third-party application integrations.
• Develop and maintain standardized workflows, documentation, and client-specific accounting procedures.
• Meet with clients to gather context, resolve discrepancies, and communicate progress updates.
• Collaborate with internal teams to transition clients into ongoing bookkeeping and accounting services.

Qualifications

• 5+ years of accounting experience with both cash and accrual accounting methods.
• Experience in public accounting or a multi-client accounting environment.
• Strong expertise in reconciliations, cleanup accounting, and balance sheet tie-outs.
• Advanced proficiency in QuickBooks Online and experience with third-party integrations.
• Experience preparing year-end workpapers and supporting tax preparation processes.
• Strong organizational skills with high attention to detail and data accuracy.
• Ability to communicate effectively with clients and lead discussions regarding financial data.

Benefits

• Health, dental, and vision insurance.
• 401(k) retirement plan.
• Life insurance coverage.
• Flexible, remote-first work environment.
• Opportunities for career growth within a fast-growing accounting services organization.
• Modern technology stack with an automation-focused approach to accounting.