Certified Public Accountant (CPA)

We are seeking a detail-oriented and highly organized Certified Public Accountant (CPA) to join our team. In this role, you will be responsible for managing, organizing, reviewing, and maintaining the company’s financial and business documents and records in a structured and secure manner. You will play a critical role in ensuring that documentation is accurate, complete, up-to-date, and properly categorized. Key Responsibilities •Establish and maintain effective document management and organizational processes. •Accurately input and manage document information using defined metadata fields within the company’s systems. •Organize and review financial, accounting, and supporting documents for completeness and accuracy. •Maintain well-structured and easily accessible financial and business records. •Maintain confidentiality and security of sensitive financial and company information. •Assist in providing documentation and records as requested. •Track, verify, and follow up on requested or missing documents. •Identify discrepancies or incomplete documentation and coordinate with the appropriate team members. •Assist with other accounting, records management, and administrative tasks as assigned. Qualifications •Must be a Certified Public Accountant (CPA). •Proven experience in accounting, auditing, bookkeeping, financial records management, or a related field. •Strong understanding of financial and accounting documents and record-keeping practices. •Familiarity with document management systems such as SharePoint, ShareFile, or similar platforms. •Excellent organizational skills with strong attention to detail and accuracy. •Strong written and verbal communication skills. •Proficient in Microsoft Office Suite, including Word, Excel, and Outlook. •Experience with QuickBooks or similar accounting software is preferred. •Ability to work independently and collaboratively in a team environment. •Must be able to work during Pacific Standard Time hours (8:30 AM–5:30 PM PST).