Senior Accountant

Senior Accountant

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.

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.

General accounting. 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.

Revenue accounting. Reconcile the deferred revenue waterfall, support revenue recognition review in accordance with ASC 606, and collaborate with RevOps to ensure customer invoices match contracts

Financial reporting. Support preparation of financial statements in accordance with US GAAP, perform financial statement analytics, and investigate variances.

Audit and compliance. Assist with audit readiness initiatives, support the fiscal year-end financial statement audit, and coordinate with external tax accountants on the PBC list.

Process improvement and systems. 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.

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.

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.

Preference for NYC but remote candidates will be considered. We are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI. Background and reference checks required as part of onboarding.

Interview process: 30-min recruiter screen. Up to three 30-45-min video or onsite interviews. Offer pending references. Total estimated time: ~3 hours.

$120,000-$130,000 base salary. Equity - we're all building this together.

Health: 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.

Time off: Unlimited PTO. Paid sick time. 11 paid holidays.

Family: Birthing parent: 12 weeks fully paid parental leave. Non-birthing parent: 6 weeks fully paid parental leave.

Financial: 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds.

Everything else: 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.

Equal opportunity: Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply. We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.