Salary :
Apply by September 15 | $120,000-$130,000 base + equity
THE OPPORTUNITY
Join a team that’s changing financial services
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
WHO YOU ARE
The SHARC in the room
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
S - Sharp
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
H - Hungry
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
A - Adaptable
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
R - Resilient
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
C - Curious
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
Why We're Hiring for This Role
Zocks is growing rapidly, and we are building the finance function to match the scale and ambition of the business. The Senior Accountant will own core areas of the close and the day-to-day accounting operations, working directly with the Controller to build processes that grow with the company. We are looking for someone who brings strong technical fundamentals and a curiosity about what modern tooling and AI mean for the future of accounting. If that combination excites you, this is an unusual opportunity at a defining moment in our growth.
What You'll Do
General Accounting. Own large areas of the monthly, quarterly, and annual close processes, accurately prepare journal entries, and reconcile ledger and sub-ledger accounts following each monthly close.
Revenue accounting. Reconcile the deferred revenue waterfall, support revenue recognition review in accordance with ASC 606, and collaborate with RevOps to ensure customer invoices match contracts
Financial reporting. Support preparation of financial statements in accordance with US GAAP, perform financial statement analytics, and investigate variances.
Audit and compliance. Assist with audit readiness initiatives, support the fiscal year-end financial statement audit, and coordinate with external tax accountants on the PBC list.
Process improvement and systems. Assess and establish effective internal controls and best practices, maintain the accounting playbook, contribute to ERP and systems assessment, design, and implementation, and assist with maintenance of the Ramp spend management platform.
What We're Looking For
CPA designation required.
Bachelor's degree in accounting.
4 to 6 years of progressive corporate accounting experience.
Knowledge of US GAAP and technical accounting principles, including ASC 606, ASC 842, stock-based compensation, and SaaS revenue recognition.
Experience with financial reporting and SaaS metrics.
Demonstrated experience using AI to streamline workflows and improve processes.
What Sets You Apart
Public accounting experience.
Previous experience at a VC-backed tech startup.
Expertise with ERP systems such as Campfire, Rillet, or NetSuite.
Tech savvy, with hands-on systems implementation experience.
LOGISTICS
The details
Preference for NYC but remote candidates will be considered. We are currently only able to hire candidates who reside in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, WI
Background and reference checks required as part of onboarding
Interview process:
30-min recruiter screen
Up to three 30-45-min video or onsite interviews
Offer pending references.
Total estimated time: ~3 hours
COMPENSATION
$120,000-$130,000 base salary
Equity - we're all building this together
BENEFITS
The full picture
Health
Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
Dental: 99% covered - Guardian, $1,500 annual benefit
Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
FSA: Zocks matches dollar-for-dollar up to $500/year
Time off
Unlimited PTO
Paid sick time
11 paid holidays
Family
Birthing parent: 12 weeks fully paid parental leave
Non-birthing parent: 6 weeks fully paid parental leave
Financial
401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
Everything else
MacBook laptop + Google Workspace, Slack, and Zoom provided
Equity grant - details included as part of your offer
Growth opportunities for high performers after 6 months
Collaborative, low-ego culture with smart, kind teammates
EQUAL OPPORTUNITY
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
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