Remote fractional CFO responsible for transaction categorization, financial reporting, tax return preparation and filing, audits, reconciliations, budgeting, tax strategy, risk management, and executive financial analysis. The role requires maintaining accurate records in Zoho Books and QuickBooks, ensuring legal and tax compliance, improving financial workflows, and advising the CEO on strategic decisions.
This is a remote position.
Position Overview
We are seeking a highly skilled and detail-oriented Certified Public Accountant (CPA) and preferably tax attorney to join our team in a remote, on-call capacity. This role involves organizing and categorizing financial transactions, preparing and filing tax returns, generating financial reports, and advising on financial strategies. The CFO will work closely with the CEO to ensure compliance, optimize tax planning, and support strategic financial decision-making.
Key Responsibilities
- Organize and accurately categorize monthly transactions in Zoho Books and banking.
- Prepare, analyze, and maintain financial statements, accounting records, and reports to ensure accuracy and compliance with standards.
- Prepare and file tax returns, ensuring compliance with GA tax law and optimizing deductions.
- Conduct financial audits, reconcile bank statements, and maintain year-round record accuracy.
- Provide financial advice, develop financial and budgeting models, tax strategies, and risk management plans.
- Support the CEO with financial analysis to guide executive decision-making.
- Improve record keeping and workflows in Zoho Books, supporting future AI-driven financial process implementation.
- Assist with integration between QuickBooks and Zoho Books (preferred).
- Ensure compliance with all legal, tax, and regulatory requirements.
Requirements
- Certified Public Accountant (CPA) designation (required).
- Must have prior experience as a Chief Financial Officer (CFO).
- Must have a proven experience with Zoho Books and QuickBooks.
- Strong background in accounting, financial reporting, and tax preparation.
- Knowledge of GA tax law, compliance, and filing requirements.
- Experience with auditing, reconciliation, and financial planning.
- Ability to handle sensitive and confidential financial information with discretion.
- Strong organizational, analytical, and problem-solving skills.
- Excellent communication skills and attention to detail.
- Ability to multitask, prioritize effectively, and work independently in a remote environment.
- Experience with Zoho/QuickBooks integration (preferred but not required).
Similar Jobs
Professional Services • Consulting • Financial Services
Provide fractional CFO services to high-growth tech startups: build driver-based financial models, institutionalize month-end model updates, own budget vs. actuals reporting, align P&L with accounting, and deliver analyses for fundraising, M&A, pricing, unit economics, and cash management to support strategic decisions.
Top Skills:
CampfireChatgptClaudeExcelNetSuiteQuickbooksRampRilletStripeTabs
HR Tech • Professional Services • Consulting • Financial Services
Join Arootah's advisor network as a fractional CFO/Head of Finance to provide project-based financial leadership to hedge funds, private equity firms, and family offices. Responsibilities include building finance infrastructure, overseeing fund and management company accounting, budgeting/forecasting, cash management, reporting, controls, audit/tax coordination, and partnering with senior leadership on strategy and investor readiness.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Handle inbound and outbound mortgage collections calls, review account status, collect payments, evaluate customer finances, negotiate repayment solutions, and document account actions. Ensure compliance with customer information security, debt collection, and mortgage regulations while meeting quality, productivity, and operational targets. The role includes extensive training and operates on a hybrid schedule with three days onsite and two days remote in Irving, Texas.
Top Skills:
Ai SimulationsDigital Phone SystemsExcelMicrosoft WordMsp/Black Knight
What you need to know about the Seattle Tech Scene
Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.
Key Facts About Seattle Tech
- Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Amazon, Microsoft, Meta, Google
- Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Madrona, Fuse, Tola, Maveron
- Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
