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