Overview
This is a 100% remote position based in India, and a reliable internet connection is necessary to complete job duties.
The organization is building a “White Glove” service team to help e-commerce customers get their accounting right. The Lead Accountant will work directly with customers as an outsourced Controller, guiding onboarding, cleaning up historical data, and teaching how to close the books using the organization’s software.
Responsibilities
- Design the financial mapping for new customers by determining how sales channels (Shopify, Amazon, Walmart) map to their GL accounts in QuickBooks/Xero.
- Set up clearing accounts and holding accounts to manage timing differences between sales dates and payout dates.
- Perform historical data clean-up, including:
- Identifying duplicate transactions
- Locating missing merchant fees
- Identifying unrecorded COGS (Cost of Goods Sold)
- Reconcile past months’ Amazon Seller Central settlements against bank feeds to ensure the books match reality.
- Guide customers through their first 3 month-end closes.
- Troubleshoot transactions where the payment processor (Stripe/PayPal) and the cart (Shopify) do not align.
- Advise customers on Sales Tax configuration, including whether to use Avalara or manually map the tax liability account.
- Create Standard Operating Procedures (SOPs) for the customer’s internal bookkeeper to follow after the engagement ends.
Requirements
- Education: Bachelor’s Degree in Accounting, Finance, or Commerce.
- Experience: 5+ years of hands-on accounting experience, preferably in a Client Accounting Services (CAS) role at a CPA firm or as an in-house accountant for an e-commerce brand.
Technical Accounting Skills (Must Have)
- Mastery of QuickBooks Online and Desktop.
- Familiarity with:
- Shopify back-end (payouts reports)
- Amazon Seller Central (settlement reports)
- eBay
- Understanding of core e-commerce accounting concepts:
- Gross vs. Net Sales
- Merchant Fees
- Chargebacks
- Returns
- COGS (Cost of Goods Sold)
- Understanding of Cash vs. Accrual inventory accounting.
- Ability to apply Gross-to-Net logic (e.g., how a $100 sale results in a $96.50 deposit and how to book the $3.50 fee correctly).
Soft Skills
- Consultative mindset: explain complex accounting concepts to non-accountant business owners without jargon.
- Patience and empathy: enjoy helping people solve problems and can de-escalate frustrated customers.
Preferred Qualifications
- CPA (Certified Public Accountant) or EA (Enrolled Agent) candidacy.
- Experience working with international clients, including handling multi-currency/FX gains & losses.
Compensation & Benefits
- Work-life integration: remote working support, paid time off, parental leaves.
- On-the-job training & development: access to multiple 1:1 sessions, learning platforms, and on-the-job training.
- Health & wellness: annual wellness sessions plus wellness time off, unlimited access to a gaming room and a well-equipped fitness center.
- Hardware & internet: hardware delivered to employees’ doorsteps and eligibility for reimbursement of internet services.
- Family insurance: group health insurance with the no-capping model covering employees, spouses, and children.
- Recognition: thoughtful recognition programs, annual employee awards, annual meet-ups.
- Open-door policy: approachable management, monthly town halls, transparent feedback mechanisms, and leadership visibility.