About Curated Automation
Welcome to Curated Automation, where we don’t just follow trends—we set them. Our mission is to revolutionize how organizations leverage technology, transforming complex challenges into seamless, innovative solutions.
At Curated Automation, we pride ourselves on being more than just a technology solutions provider. We’re a dynamic team of visionaries, strategists, and technologists dedicated to crafting tailored solutions that drive success and ignite growth. Our expertise spans a wide array of tools and platforms, including Smartsheet, PowerBI, Tableau, and custom development, all aimed at optimizing processes and maximizing efficiency.
What sets us apart? Our relentless commitment to innovation and our unique approach to problem-solving. We combine cutting-edge technology with deep industry knowledge to deliver solutions that not only meet but exceed our clients' expectations. We believe in the power of collaboration, working closely with our clients to understand their needs, challenges, and goals. This partnership approach allows us to develop solutions that are not just effective, but transformative.
Our team is comprised of some of the brightest minds in the industry—each bringing their own expertise, passion, and creativity to the table. From our Innovation Architects and Data Dynamos to our Process Optimizers and Technology Gurus, every member of our team plays a crucial role in driving our mission forward. We value diversity, encourage continuous learning, and are always exploring new ways to push the boundaries of what's possible.
Whether you’re a tech enthusiast, a problem solver, or someone who thrives in a fast-paced, collaborative environment, Curated Automation offers a place where your skills can shine and your career can flourish. Join us and be part of a team that is not only shaping the future of work but also making a real impact on our clients' success.
About the Role:
We are seeking a skilled and experienced Fractional Accountant to support our organization (small business) with accounting, tax, and financial management. In this role, you will provide expert financial guidance, manage day-to-day accounting activities, and offer strategic tax planning, all on a part-time, flexible basis. Ideal for someone with a solid background in tax, small business accounting, and an ability to work independently and at scale.
Key Responsibilities:
- Manage bookkeeping and accounting functions for multiple small business clients
- Prepare and review financial statements, ensuring accuracy and compliance with regulations
- Perform tax planning and preparation, including federal, state, and local filings
- Advise organization on strategies to optimize tax liabilities and maximize deductions
- Conduct monthly, quarterly, and year-end closing processes
- Reconcile bank accounts, credit cards, and other financial accounts
- Develop and implement financial controls and processes to streamline accounting functions
- Provide financial reporting and analysis to help clients make informed decisions
- Collaborate with business owners on budgeting, cash flow management, and forecasting
- Stay up to date with the latest tax laws and accounting standards, especially as they impact small businesses
Requirements:
- Bachelor's degree in Accounting, Finance, or related field
- Minimum of 5 years of accounting experience, with a focus on small businesses
- In-depth knowledge of tax preparation and planning for businesses and individuals
- Experience with accounting software (QuickBooks, Xero, etc.) and tax preparation tools
- Strong understanding of GAAP, tax regulations, and small business financial management
- Excellent communication and interpersonal skills, with a consultative approach
- Ability to work independently, manage multiple clients, and meet deadlines
- Strong attention to detail and organizational skills
Preferred Qualifications:
- Prior experience working in a fractional or consulting capacity
- Knowledge of industry-specific tax issues for sectors like retail, services, or e-commerce
- Familiarity with payroll, sales tax, and other regulatory filings
- CPA or equivalent certification preferred