Quality Assurance Advisor

Collective is on a mission to redefine the way businesses-of-one work. Collectives technology and team of trusted advisors enables our members to achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get.

Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, Techcrunch and more. Were backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Googles Gradient Ventures, Expa and prominent investors who have financed and built iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, Lyft, and more.

Collective is on a mission to redefine the way businesses-of-one work. Collectives technology and team of trusted advisors enables our members to achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get.

Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, Techcrunch and more. Were backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Googles Gradient Ventures, Expa and prominent investors who have financed and built iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, Lyft, and more.

About the Role:

This role is a crucial part of the Quality Assurance team by helping to ensure the books are accurate for our members. The role requires weekly reviews of our Accounting Advisors assigned books and following up to ensure all corrections have been made. The role also helps to create QA policies, answer team questions and help educate our team. In addition to QA work, this role has 10 books assigned to do monthly bookkeeping work. This has a schedule of 3am - 12pm PST (PH local time: 7pm to 4am)

Responsibilities

Learning & Team Engagement

• Understand Collectives current processes in Accounting & Payroll and an overview of processes in Onboarding and Tax relating to Quality Assurance. Attends team meetings and participates in group discussions. Conducts training sessions, as assigned,
• Quality assurance (QA) is a systematic review of books and records to ensure reasonable assurance on accuracy and completeness. The role includes but not limited to:
• Full review of members books for accuracy and completeness using developed spreadsheet
• Give feedback to accounting advisors
• Draft bookkeeping quality assurance policies and procedures
• Interpret and implement quality assurance standards and procedures
• Document internal audits and other quality assurance activities
• Collect and compile statistical quality data
• Analyze data to identify areas for improvement in the quality system
• Develop, recommend and monitor corrective and preventive actions
• Prepare reports to communicate outcomes of quality activities

Internal Support

• Work with Accounting Advisors/Managers in Accounting to provide clarification on QAs, as needed

Bookkeeping

• Update books monthly for assigned Collective members, which includes the following:
• Categorizing transactions
• Reconciling your accounts
• Preparing monthly financial reports
• Ensure payroll and tax documents are accurate
• Closing your books to prepare for taxes
• Reach out to members as necessary to complete bookkeeping tasks. Responds to member questions and requests

What we want you to bring:

• Strong knowledge of accounting and US-based tax rules
• Have a strong eye for detail and thoroughness
• Desire to delve deeper and explore beyond the surface-level information to gain a more comprehensive understanding of each members books
• Passion for continuous process improvement
• Effective communication skills for discussions with both internal team and Collective members
• Desire to continuously learn as company grows

What we offer in return:

• 100% WFH
• A diverse and collaborative team culture
• Competitive base salary + stock options
• Employee health, vision and dental benefits
• Philippine holidays observed + 15 PTO days
• Paid parental leave
• Wellness bonus
• PC or Mac Laptop + $400 home office stipend
• Performance Bonus based on performance reviews
• Team events and virtual gatherings

Equal Employment Opportunity

At Collective, we dont just accept differences — we celebrate them, we support them, and we thrive on them for the benefit of our employees, our customers, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. If youre good at what you do, come as you are. The more inclusive we are, the better our work will be. Collective is proud to be an equal opportunity workplace.