Accounting Associate
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Job Description
Accounting Associate at Coconut connecting businesses with remote talent. Assisting with invoicing, financial management, and customer communication with a remote work model.
Responsibilities:
- At Coconut, we connect founders and businesses with top-tier remote talent while prioritizing meaningful, reliable partnerships.
- Clients achieve their goals, and our virtual professionals find purpose and growth in their work.
- We're currently looking for top talent to fill the role of Accounting Associate.
- Availability: 20 hours/week
- Time Zone: EST
Requirements:
- Create and send invoices
- Register incoming invoices in list, complete information with PO numbers and customer name and OP/NAB number
- Register invoice numbers in Excel list
- Check web shop for orders placed and register that information in the Excel list
- Check automatically sent invoices for VAT
- Complete order files for every order (save incoming invoice, sent invoice, certificate, PO, OP/NAB)
- Create invoices for Canadian customers in CAD, calculate and add sales tax
- Send payment links
- Register payment links and sales tax in list
- Check usage list for MSP, send usage information to customers (save files in MSP folder). Check invoice for usage.
- Send MSP invoices
- Create OPs in CRM for MSP usages or orders
- Process orders and reply to customers
- Communicate with customers about their invoices, about payment questions.
- Use external (customer’s) systems to send them invoices
- Set up ‘credit card on file’ options
- Add certificates to AvalaraTax
- Use of Quickbooks and AvalaraTax, Hubspot, Stripe, Wise
- Register any discrepancies
- Create customer accounts in Hubspot, Quickbooks, Web shop and AvalaraTax
- Experience with Quickbooks
- Knowledge of tax system in Canada and USA
- Detail oriented
- Great customer communication skills
- Quickbooks experience
Benefits:
- Competitive Salary – We recognize your skills and experience with a great compensation package.
- 13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus?
- Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all!
- US Holidays Off – Enjoy 12 paid US holidays throughout the year.
- Maternity & Paternity Leave – We support growing families with dedicated leave for new parents.
- Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits.
- Life Insurance – Our full-time HMO plan includes life insurance for extra peace of mind.
- Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources.
- Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better!
- Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too!
- Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people.
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