Accountant with CPA Designation at Otterz

June 6, 2025

Job Description: Accountant with CPA Designation at Otterz

About Us:
At Otterz, we are on a pioneering journey to create the next generation of financial services, redefining the industry through integrated payments, AI-driven bookkeeping, and a Virtual CFO to empower businesses. Our vision is to revolutionize the financial landscape by harnessing the potential of AI, ML, and NLP technologies.

Role and Responsibilities:
As an Accountant with a CPA designation at Otterz, you will play a crucial role in our AI-powered fintech company focused on virtual bookkeeping, tax filing, payments processing, and AI-driven insights. Your responsibilities will include:

Collaboration with Cross-Functional Teams: Work closely with our bookkeepers, product team, and tech team to develop and improve our product. Collaborate on training our AI model for bookkeeping and provide valuable insights for product enhancement.
Tax Expertise: Utilize your CPA designation to assist in the filing of taxes for our small business customers. Address complex questions related to tax treatment and filing, ensuring compliance and providing expert guidance.
Strategic Contribution: Contribute to the strategic vision of our fintech product by providing financial expertise and insights. Collaborate with stakeholders to align financial strategies with the overall product roadmap.
Compliance and Quality Assurance: Ensure that our financial processes, especially tax-related, are in compliance with regulations. Maintain high-quality standards in all financial aspects of the company.
Data Analysis: Leverage your financial expertise to analyze financial data, helping us make informed decisions, optimize financial processes, and identify opportunities for improvement.
Training and Development: Assist in training our AI model by providing real-world financial data and insights, helping improve its accuracy and efficiency in bookkeeping and tax-related tasks.

Desired Profile:
• CPA Designation: Hold an active CPA designation, showcasing your expertise in accounting and taxation.
• Experience: Possess a minimum of 3-5 years of relevant experience in accounting and tax-related roles, with a preference for experience in fintech or technology-driven companies.
• Technical Knowledge: Demonstrate a strong understanding of accounting principles, financial regulations, and tax codes. Proficiency in using accounting software and financial tools is a plus.
• Collaborative Skills: Exhibit strong collaboration and communication skills to work effectively with cross-functional teams and explain complex financial concepts to non-finance team members.
• Analytical Mindset: Be adept at data analysis and have the ability to extract actionable insights from financial data.
• Adaptability: Be open to learning and adapting to new technologies and methodologies as our fintech evolves.
• Attention to Detail: Have a meticulous eye for detail to ensure accuracy in financial processes and tax filings.
• Regulatory Knowledge: Stay updated with changes in tax laws and regulations to ensure compliance.

Compensation:
Compensation will be competitive and commensurate with your experience and expertise. In addition to your base salary, Otterz offers a range of benefits including health insurance, retirement plans, and opportunities for professional development.
Join us at Otterz in reshaping the future of financial services with your expertise and passion for innovation. Apply now to be part of an exceptional team driving transformative change in the fintech landscape.

Apply directly here: https://www.otterz.co/high-ticket-affiliate-marketing#AffiliateProgramForm

Back to blog

DISCLAIMER