Wave
Wave Advisors
AccountingAssociate
Neural analysis suggests this role is
optimal for Entry candidates.
“Accounting Associate at Wave. Skills: bookkeeping, accounting expertise, customer service. managing a portfolio of small businesses whose bookkeeping they own. owning bookkeeping accounts for clients within their portfolio”
What You'll Achieve.
meet individual revenue targets; contribute to the team’s overall revenue targets
Industry & Context.
problem-solving skills; flag potential bookkeeping issues
What They're Looking For.
Must Have
Completion of post-secondary education in Finance, Accounting, or Business, 0-2 years of general work experience, Previous experience in cloud accounting, Customer-centric mindset, Stellar communication skills, Attention to detail, Resourcefulness
Nice to Have
Previous working experience with small businesses is a plus
What You'll Do.
managing a portfolio of small businesses whose bookkeeping they own
owning bookkeeping accounts for clients within their portfolio
import and categorize transactions
reconcile their accounts
complete monthly bookkeeping
generate their financial statements
flag potential bookkeeping issues with their clients
set appropriate expectations with clients
meet or exceed these expectations
review their books with clients
answering any bookkeeping-related questions
providing exceptional customer service
building trusting relationships with clients
How You'll Work.
Team & Collaboration
Collaborating with peers; supporting other members of the team by sharing their experiences
Communication Scope
Stellar communication skills; ability to convey accounting concepts in lay terms; answering any bookkeeping-related questions; timely responses to clients via email
Full Job Description
## Description 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. ## You Thrive Here By Possessing the Following Completion of post-secondary education in Finance, Accounting, or Business. 0-2 years of general work experience. Previous experience in cloud accounting. Customer-centric mindset with proble
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