AI-Enabled Accounting Specialist
Indexed description
We want someone who can set the standard for AI-powered accounting work at Treewalk, not just follow it.
Key Responsibilities
- AI, Automation & Tool Development
- Research, design, and implement AI-driven or automated solutions to streamline accounting tasks (e.g., reconciliation, reporting, forecasting).
- Build and adapt custom tools, advanced Excel models, and process automations to meet evolving internal and client needs.
- Integrate automation platforms (e.g., n8n, Zapier, Power Automate) into workflows to improve efficiency and accuracy.
- Share knowledge with the broader team to enhance firm-wide capabilities.
- Self-Directed Project Management
- Identify process improvements and take ownership of implementing them.
- Work independently on projects, from research and planning to execution and delivery.
- Document processes to ensure repeatability and knowledge transfer.
- Extensive hands-on accounting experience, ideally across multiple industries.
- Proven ability to adapt quickly to new situations and independently master unfamiliar tools or concepts.
- Demonstrated skill in creating custom accounting tools, advanced Excel models, and automated workflows.
- Experience with automation platforms such as n8n, Zapier, Power Automate, or similar.
- Track record of applying technology to solve accounting challenges.
- (Preferred) CPA designation, or active pursuit of the designation.
- Strong written and verbal communication skills.
- Proficiency with accounting software; openness to learning new platforms.
- Initial salary placement will reflect current designation status and readiness to operate at a CPA-equivalent level without supervision.
- Within the first 1-3 months, demonstrate the ability to:
- Handle client work at or above expected quality standards.
- Proactively deliver value through process improvement or tool creation.
- Collaborate effectively with the team while maintaining high autonomy.
- Rapid salary growth and title progression possible based on measurable value creation and billable performance.
Location: Remote
Salary Range: $65,000-$90,000 (dependent on CPA designation status and demonstrated performance)
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