Senior Accountant & Bookkeeping Specialist – AI Innovation

Senior Accountant – AI & Accounting Innovation

Location: New York City – Union Square area

Work Arrangement: Hybrid, three (3) days per week in the office

Base Salary: $120,000–$145,000, plus annual performance bonus

The Opportunity

We are seeking an experienced, hands-on accountant or bookkeeper who has managed the books for multiple small-business clients and actively uses—or is genuinely passionate about using—AI to improve accounting workflows.

Our client, a highly successful fintech company, is creating a one-of-a-kind position for an accounting professional who wants to help shape the future of AI-powered accounting.

This is a hands-on role at the intersection of accounting, client service and innovation. You will support the day-to-day accounting and bookkeeping needs of small-business clients while working closely with senior executives, business leaders and engineering teams to identify processes that can be improved or automated using AI.

You will not just maintain the books—you will help invent a smarter way to keep them.

What You’ll Do

• Manage day-to-day accounting and bookkeeping for a portfolio of U.S.-based small-business clients and accounting partners
• Perform bank and credit-card reconciliations, accounts payable, accounts receivable, month-end close and financial reporting
• Serve as a trusted point of contact for clients, providing responsive, accurate and service-oriented support
• Use AI-powered tools to improve the speed, accuracy and quality of accounting workflows
• Test and evaluate new AI tools, identifying what works, what does not and where meaningful efficiencies can be created
• Partner with senior executives, business leaders and engineering teams to help develop AI-powered accounting capabilities
• Document workflows, lessons learned and best practices so successful processes can be repeated and scaled
• Help establish the tools, standards and playbooks that accounting professionals may use in the future

What We’re Looking For

• Approximately four or more years of hands-on accounting or bookkeeping experience
• Experience supporting multiple small-business clients, ideally within an accounting firm, bookkeeping practice or client-services environment
• Strong knowledge of reconciliations, AP/AR, month-end close and financial reporting
• Understanding of U.S. accounting and bookkeeping practices
• Strong client communication and relationship-management skills
• Genuine enthusiasm for AI, automation and process improvement
• A proactive, curious mindset—you naturally look for faster, smarter and more effective ways to work
• Strong documentation and communication skills
• Comfort working in a fast-moving environment where the playbook is still being created

Nice to Have

• Professional experience using AI tools to improve accounting, bookkeeping or other business workflows
• Experience with Xero or another modern cloud-based accounting platform
• CPA or progress toward CPA certification
• Experience collaborating with product, technology or engineering teams

This is not a coding or engineering position. It is designed for an accounting professional who understands the work deeply enough to help determine how AI and technology can make it better.

Why This Opportunity Stands Out

• Be the first person in a newly created, highly visible role
• Help build an AI-powered accounting capability from the ground up
• Work closely with senior executives and cross-functional leaders
• Influence the tools and workflows accounting professionals will use in the future
• Build a career path that extends beyond traditional accounting
• Join a successful, growing fintech company supporting small businesses across the United States
• Receive a competitive base salary, performance bonus and comprehensive benefits

Benefits

• Medical, dental and vision plans, with select options offering up to 100% employer-paid coverage
• FSA and HSA options
• 401(k) with company match
• Competitive vacation time, sick time and paid holidays
• Parental leave and wedding days
• Wellness programs and resources
• Professional development, workshops and mentorship opportunities
• Plus more!

If you are an accounting professional who takes pride in clean, accurate books—but also finds yourself thinking, “There has to be a faster or smarter way to do this”—we would love to hear from you.

Our client is an Equal Opportunity Employer