About Us
Automate Accounts is a Zoho Partner specializing in automating key business processes using the Zoho suite of applications. We offer bespoke bookkeeping services, real-time dashboards, and custom reports tailored for small and medium-sized businesses across North America. Join our dynamic team and help us deliver exceptional service to our clients.
Job Description
This is a remote position.
Senior Accountant (Remote) - Automate Accounts
About Us:
Automate Accounts is a Zoho Premium Partner specializing in automating key business processes using the Zoho suite of applications. We offer bespoke bookkeeping services, real-time dashboards, and custom reports tailored for small and medium-sized businesses across North America. Join our dynamic team and help us deliver exceptional service to our clients.
Job Description:
We are seeking a skilled and dedicated Financial Accountant to manage our client accounting projects and migration projects from other accounting software to Zoho Books. This role is pivotal in ensuring a seamless transition for our clients and maintaining the integrity of their financial data.
Key Responsibilities:
Accounting Management:
- Manage and oversee monthly client accounting operations within Zoho Books.
- Ensure compliance with accounting principles, standards, and regulations.
- Prepare and review financial statements, reports, and records.
- Conduct regular audits and resolve discrepancies.
- Perform detailed reconciliation checks to ensure accuracy and completeness of financial data.
Migration Projects:
- Plan and execute data migration projects from various accounting software (QuickBooks, Sage, Xero) to Zoho Books.
- Develop customized migration strategies tailored to each client's business operations.
- Ensure zero downtime and seamless business operations during live migration processes.
- Guarantee secure and thorough transfer of financial data, including legacy data up to 20 years.
- Perform detailed reconciliation checks to ensure accuracy and completeness of migrated data.
- Identify and resolve any data inconsistencies or errors.
- Offer up to 6 months of post-migration support to ensure clients are fully proficient and comfortable with the new system.
- Address client queries and provide solutions to any issues that arise during the transition.
Project Management:
- Coordinate with internal teams to ensure timely completion of migration and accounting projects.
- Monitor project progress and report on key metrics.
- Maintain detailed documentation of migration processes and procedures.
Continuous Improvement:
- Stay updated with the latest developments in Zoho Books and other accounting software.
- Recommend and implement improvements to enhance the efficiency and effectiveness of migration projects.
- Contribute to the development of best practices for data migration and client support.
Requirements
Required Skills & Experience
Inter Chartered Accountant (CA)
OR
Master’s/Bachelor’s degree in Accounting & Finance
Minimum
2–3 years of professional accounting experience
Strong proficiency in
online accounting software
(Zoho Books preferred)
Solid understanding of
accounting principles, reconciliations, and financial reporting
Advanced
Microsoft Excel
skills, including: IF formulas, Lookups, Pivot Tables
Excellent
written and verbal communication skills
, including client or business-facing interactions
Strong
analytical, problem-solving, and attention-to-detail
skills
Ability to
work independently
, manage multiple priorities, and meet deadlines
Comfortable working in a
fast-moving, ownership-driven environment
Ability to work
EST hours (5:00 AM – 2:00 PM EST)
consistently
Nice to Have
Strong hands-on experience with
Zoho Books
Experience in
SaaS, fin-tech, accounting firm
Experience with
data migration projects
Advanced Excel skills including: Power Query, Power Pivot
Experience in building SQL reports
Work Setup
Remote (BYOD):
Must have a personal laptop/PC and a stable internet connection
Working Hours:
EST time zone (5 AM – 2 PM EST)
Work Environment:
High-autonomy, ownership-heavy, and fast-paced
Benefits
Salary Range
₹5,00,000 – ₹7,50,000 per annum
Benefits
Fully
remote work
with location flexibility
Medical insurance
benefits (post-confirmation)
24 days of paid time off (PTO)
Opportunity to work with a
Canadian employer
, compliant with international standards
Strong focus on
professional growth and continuous learning
Supportive, collaborative team culture
that values ownership and innovation