🌴 Staff Accountant - Job Code: 1793829087283 - For Pooling

At Coconut 🥥, we connect founders and businesses with top-tier remote talent while prioritizing meaningful, reliable partnerships. We believe success happens when everyone wins. Clients achieve their goals, and our virtual professionals find purpose and growth in their work. We're currently looking for top talent to fill the role below:

Role: Staff Accountant

Monthly Rate: $1250 - $1450/month

Availability: Full-time - 40 hours/week

Time Zone: EST

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To streamline your application, please carefully review and complete ALL THREE items below before proceeding to the application form.

What to Prepare:

1️⃣ English Proficiency Rating – You will need to enter your CEFR English proficiency level in the application form. If you’re unsure of your rating, you can take a quick assessment here: EF SET Quick Check.

2️⃣ Coconut VA Profile (Resume) – Before submitting your application, please create your Coconut VA profile using this template: Coconut VA Profile Template. ⚠️⚠️⚠️ YOUR RESUME MUST FOLLOW THIS FORMAT AND SHOULD BE IN ENGLISH. This is a test of how keen you are with details and how well you follow instructions. ⚠️⚠️⚠️

3️⃣ 1-Minute Introduction Video – Record a short introduction video (preferably using Loom) and provide the link in your application. Before you do, check out these video tips and sample videos. Important: By submitting your video, you grant Coconut permission to share it on our platforms to help increase your chances of being matched with a client. Videos with broken or dummy links will result in disqualification.

Requirements:

Experience Needed:

- Bachelor’s degree or equivalent in accounting

- 3+ years of hands-on accounting experience, including month-end close, at an accounting firm, outsourced accounting firm, or BPO serving US clients

- Solid working knowledge of US GAAP and US small business accounting

- Experience managing multiple client files at once

- Categorize and record transactions across multiple client files in QuickBooks Online and/or Xero

- Reconcile bank, credit card, and loan accounts monthly

- Perform month-end close: adjusting journal entries, accruals, and balance sheet reconciliations in line with US GAAP

- Prepare monthly financial statements (P&L and balance sheet) for review

- Manage AP and AR: enter bills, track payments, follow up on receivables

- Clean up and catch up books for new or behind clients

- Prepare workpapers and close checklists for the firm’s reviewer, and turn around review notes quickly

- Communicate with the firm’s team about missing documents and client questions

- Track work and deadlines in the firm’s practice management software

Good to have:

- CPA or CPA candidate

- Xero experience in addition to QBO

- QuickBooks ProAdvisor certification

- Experience at a US CPA or CAS firm handling 10+ client files

- Familiarity with practice management tools (Karbon, Canopy, TaxDome, Financial Cents)

- Payroll platform exposure (Gusto, ADP)

- Strong Excel skills: lookups, pivot tables, reconciliation workpapers

- Prior experience working US overnight hours, including a busy season (January to April)

Non-negotiable Requirements:

- Proven month-end close experience across multiple client files

- Strong hands-on QuickBooks Online proficiency, verified with a practical test

- Clear written and spoken English, comfortable on live calls with reviewers and partners

Industry/Tools Experience:

- Industry: US accounting firms, outsourced accounting/CAS, or BPOs serving US small businesses

- Tools: QuickBooks Online (required), Xero, Excel / Google Sheets, Bill.com, Dext or Hubdoc, practice management software (Karbon, Canopy, TaxDome, or Financial Cents), Slack / Teams / Zoom

Benefits:

We’re all about uplifting lives in Coconut and we make sure we provide benefits that support work-life balance, well-being, and growth. Here’s what you can look forward to as part of the Coconut Community! ✨

✅ Competitive Salary – We recognize your skills and experience with a great compensation package.
✅ 13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus?

✅ Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all!
✅ US Holidays Off – Enjoy 12 paid US holidays throughout the year.
✅ Maternity & Paternity Leave – We support growing families with dedicated leave for new parents.

✅ Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits.
✅ Life Insurance* – Our full-time HMO plan includes life insurance for extra peace of mind.
✅ Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources.

✅ Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better!
✅ Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too!

✅ Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people.

Some benefits may vary. Full details will be provided during the onboarding process.