Senior Accountant

Zocks • New York, NY

4d • Remote

About The Position

Join a team that’s changing financial services. Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work. We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.

Why We're Hiring for This Role
Zocks is growing rapidly, and we are building the finance function to match the scale and ambition of the business. The Senior Accountant will own core areas of the close and the day-to-day accounting operations, working directly with the Controller to build processes that grow with the company. We are looking for someone who brings strong technical fundamentals and a curiosity about what modern tooling and AI mean for the future of accounting. If that combination excites you, this is an unusual opportunity at a defining moment in our growth.

Requirements

• CPA designation required.
• Bachelor's degree in accounting.
• 4 to 6 years of progressive corporate accounting experience.
• Knowledge of US GAAP and technical accounting principles, including ASC 606, ASC 842, stock-based compensation, and SaaS revenue recognition.
• Experience with financial reporting and SaaS metrics.
• Demonstrated experience using AI to streamline workflows and improve processes.

Nice To Haves

• Public accounting experience.
• Previous experience at a VC-backed tech startup.
• Expertise with ERP systems such as Campfire, Rillet, or NetSuite.
• Tech savvy, with hands-on systems implementation experience.

Responsibilities

• Own large areas of the monthly, quarterly, and annual close processes, accurately prepare journal entries, and reconcile ledger and sub-ledger accounts following each monthly close.
• Reconcile the deferred revenue waterfall, support revenue recognition review in accordance with ASC 606, and collaborate with RevOps to ensure customer invoices match contracts.
• Support preparation of financial statements in accordance with US GAAP, perform financial statement analytics, and investigate variances.
• Assist with audit readiness initiatives, support the fiscal year-end financial statement audit, and coordinate with external tax accountants on the PBC list.
• Assess and establish effective internal controls and best practices, maintain the accounting playbook, contribute to ERP and systems assessment, design, and implementation, and assist with maintenance of the Ramp spend management platform.

Benefits

• Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
• Dental: 99% covered - Guardian, $1,500 annual benefit
• Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
• FSA: Zocks matches dollar-for-dollar up to $500/year
• Unlimited PTO
• Paid sick time
• 11 paid holidays
• Birthing parent: 12 weeks fully paid parental leave
• Non-birthing parent: 6 weeks fully paid parental leave
• 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
• MacBook laptop + Google Workspace, Slack, and Zoom provided
• Equity grant - details included as part of your offer
• Growth opportunities for high performers after 6 months
• Collaborative, low-ego culture with smart, kind teammates

What This Job Offers

• Job Type: Full-time
• Career Level: Senior