CPA – Financial Operations (Remote, Startup Environment)
Position: CPA Location: Remote
Company Description
Lucid Financials is a fast-growing AI-driven startup building the next-generation Financial Operating System for modern businesses, combining bookkeeping, taxes, tax credits, and CFO services into one unified, real-time platform. We operate in a high-speed startup environment where ownership, initiative, and performance matter, working directly with founders and scaling companies across the U.S. This role is designed for a driven CPA who wants to step out of traditional accounting, take real responsibility, and grow within a modern, tech-forward finance company where you can move fast, make decisions, and help shape the future of financial operations. Role Description This is a full-time remote role for a Certified Public Accountant (CPA). The CPA will be responsible for preparing and analyzing financial statements, managing tax preparation activities, ensuring compliance with regulations, and providing expert accounting and financial insights. Additional responsibilities include assisting with financial decision-making processes and collaborating with clients to meet their specific accounting and financial needs. Manage 30-40 clients (ramp-up, starting lower volume to ensure fit).
Responsibilities
- Review and approve monthly books in QuickBooks Online
- EFIN - Has active EFIN number
- Review financial documents before sending to clients
- Generate and deliver financial reports on schedule
- Always available on Slack — must respond within 30 minutes
- Manage client communications, deadlines, and escalations
- Follow up with bookkeepers to ensure accounts are maintained
- Has extensive experience in filing and preparing Taxes (1099, K1, 1040, 1120....)
Requirements
- CPA license (mandatory)
- 3+ years in client accounting, controller, or accounting ops including Tax Filings: C-corp, S-Corp, 1099, individual tax returns.
- Proficient in QuickBooks Online & financial reporting
- Strong communication; able to handle live US client calls
- Previous startup experience preferred
Skills
- QuickBooks Online · Financial Reporting · Bookkeeping · Client Management · Team Coordination