CPA – Financial Operations (Remote, Startup Environment)

Lucid Financials is a fast-growing AI-driven startup building a next-generation Financial Operating System for modern businesses. 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.

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....)