Accountant V

Define accounting correctness; Specify expected calculations, accounting treatments, assumptions, supporting evidence, and final QuickBooks Online (QBO) records; Recognize when multiple treatments are acceptable or additional information is needed. Identify accounting errors, missing steps, unsupported conclusions, and confusing interactions; Turn findings into reproducible examples and actionable requirements for technical teams.

A client with Kforce is seeking an Accountant V to join their team in Mountain View, CA. Duties Include:

• Identify and prioritize valuable workflows; Translate customer needs into practical use cases and assess opportunities based on customer value, frequency, complexity, and accounting risk
• Represent different user personas; Define how workflows, explanations, and review requirements should differ for business owners, bookkeepers, external accountants, and finance leads
• Define accounting correctness; Specify expected calculations, accounting treatments, assumptions, supporting evidence, and final QuickBooks Online (QBO) records; Recognize when multiple treatments are acceptable or additional information is needed
• Assist in developing realistic evaluations; Create representative business scenarios, test datasets, reference answers, and scoring criteria. Include incomplete records, conflicting information, exceptions, and multi-step workflows
• Verify completed outcomes; Review both the agent's response and the resulting accounting records; Confirm that requested actions were completed correctly, records reconcile, and explanations accurately describe what happened
• Diagnose failures and guide improvements. Identify accounting errors, missing steps, unsupported conclusions, and confusing interactions; Turn findings into reproducible examples and actionable requirements for technical teams
• Define appropriate controls; Help establish when an agent can proceed, should ask a clarifying question, needs approval, or should refer an issue for professional review
• Improve the overall experience; Review how agents communicate findings, explain decisions, handle exceptions, and help users understand the next step

Requirements:

• CPA, CA, or equivalent professional accounting qualification
• Advanced QBO expertise across multiple businesses or complex workflows; QBO ProAdvisor certification is a plus
• Substantial hands-on accounting or bookkeeping experience supporting small and midsize businesses, ideally across multiple clients or industries
• Working proficiency with QBO, including recording and reviewing transactions, reconciling accounts, and interpreting financial reports
• Experience collaborating with software product teams, conducting user acceptance testing, or developing quality standards
• Ability to independently verify accounting outcomes in QBO and investigate discrepancies
• Strong analytical skills and comfort working with spreadsheets and structured datasets
• Ability to translate ambiguous customer requests into explicit requirements, assumptions, and acceptance criteria
• Ability to explain accounting reasoning clearly to both accounting professionals and non-accountants
• Curiosity about AI tools and willingness to test their behavior critically and systematically
• Ability to collaborate effectively with product, design, and engineering teams

Familiarity with AI evaluation, scoring rubrics, or reviewing AI-generated financial analysis.