Accounting Specialist

This is a new role that will be responsible for meeting a variety of needs across Two Roads. The Accounting Specialist’s primary responsibility is to provide relief for teams going through a transition period or experiencing an unexpected surge in workload. This is an important role for helping us maintain work/life balance for our teams. This role will have limited permanent clients to support so they always have ample capacity to support the team.

Being adaptable and having a help-first mindset is essential for this role.

• Remote work - enjoy working from home
• Flexibility – get work done when it fits into your schedule (while still being responsive to clients and teammates during normal business hours, and meeting deadlines)
• Autonomy – self-starters rejoice! No micromanaging here.
• Great Team Culture – teammates with a broad range of experience and skills that are willing to help with any questions you may have.
• Growth Potential – enjoy a culture where opportunities for excellence and efficiency come from all levels of the organization, which result in personal and professional growth.

• Temporary Bookkeeper and Accounting Coordinator Backfill
  • Be available to step in a perform day to day responsibilities for either Bookkeepers or Accounting Coordinators as needed. The goal would be to reduce the burden on the Team Leads when a team member is out unexpectedly or we are going through a transition.
  • Help step in and cover work during crunch time, such as producing 1099's at yearend, reviewing financials for yearend, or complete Quality Reviews to help a Team Lead.
• Client Projects
  • Be available to help with project work for clients as needed. This could be a cleanup project for an existing client, assistance in researching software to fit a specific client need, or more.
• Onboarding Cleanup
  • Support the team with client onboarding cleanup as needed.
• Help conduct internal training in collaboration with Team Leads.
• Serve as a mentor for onboarding and development of new team members.
• Be a resource and example for software best practices.
• Act as the Controller for a subset of clients on an ongoing basis.
• This could grow over time and develop into a full time Controller role

• Internal Communication
  • Maintain a timely, same-day to early next day response time with team members, including Slack messages and Email communication
  • Maintain Clickup tasks with the correct status of your tasks
  • Use Clickup comments for communication with team members on tasks (rather than Slack or email)
  • Keep relevant team members informed on client project/cleanup work that you are supporting them on so they are not in the dark
  • Participate in the monthly team meeting
  • 412 All-staff monthly meeting
  • Inform Bookeeper and Team Lead of vacation or time away (refer to PTO guidelines on intrasite)
• Client Communication
  • 9-5 EST availability for cleint support
  • Maintain a timely, same-day to early next day response time
  • Be responsive to client phone calls
  • Be the primary email contact for questions from the client
  • Be available for remote meetings with the client as needed

• Responsive to clients and teammates Monday-Friday, 9am – 5pm EST via email and phone
• Self-starters:
  They find the answer. They know how to get help when it’s needed
• Able to work autonomously. We don’t micromanage
• Committed to getting work done on time
• Quick learners as it relates to new software

Friendly, helpful, and humble

2 year degree (AA, AS, etc.)

4+ years of bookkeeping or accounting experience

Must be in Eastern or Central time zones

A strong foundation is what makes an organization successful, and at Two Roads, every person on our team is that foundation. It’s for this reason that we strive, through all steps of the interview process, to ensure that every new team member aligns with our values and culture so it’s a win-win for everyone.

• Online Application
  • This application could take 1+ plus hours to complete and you can’t save as you go, so plan to complete this in 1 sitting.
  • You’…