Accounting Research Participant (Remote)

Job summary

Walk through typical financial record management or tax preparation workflows and explain how accounting software features are used to complete tasks. Respond to workflow scenarios, describe challenges during busy reporting periods, and provide feedback on potential process improvements and software integrations.

Job details

Role Title: Accounting Research Participant (Remote) Role Type: Contractor Location: Remote What We're Researching We are running a paid study on accounting workflows to understand how financial professionals manage their daily tasks. The goal is to evaluate the efficiency of current software tools and identify areas where standard processes can be improved. Your feedback will help shape better solutions for core accounting operations. How It Works During this remote session, you will walk us through a typical workflow for managing financial records or tax preparation. You will discuss how you utilize specific features within your primary accounting software to complete these tasks. We will ask you to react to different scenarios and describe the challenges you face during busy reporting periods. Finally, you will provide feedback on potential workflow improvements and software integrations. Who This Is For We are looking for mid-level accounting professionals who regularly handle financial reporting, tax preparation, or bookkeeping. We welcome CPAs, staff accountants, tax associates, and corporate bookkeepers. Candidates should have practical experience relying on industry-standard platforms like QuickBooks, UltraTax, or CCH ProSystem fx to complete their core work. What You’ll Do 1. During this remote session, you will walk us through a typical workflow for managing financial records or tax preparation. 2. You will discuss how you utilize specific features within your primary accounting software to complete these tasks. 3. We will ask you to react to different scenarios and describe the challenges you face during busy reporting periods. 4. Finally, you will provide feedback on potential workflow improvements and software integrations. Apply Now!

What you’ll do

Walk through typical financial record management or tax preparation workflows and explain how accounting software features are used to complete tasks. Respond to workflow scenarios, describe challenges during busy reporting periods, and provide feedback on potential process improvements and software integrations.

Requirements

Candidates should be mid-level accounting professionals who regularly handle financial reporting, tax preparation, or bookkeeping. Practical experience with industry-standard platforms such as QuickBooks, UltraTax, or CCH ProSystem fx is expected; CPAs, staff accountants, tax associates, and corporate bookkeepers are welcome.

Listed skills

• Financial Reporting · Preferred
• Bookkeeping · Preferred
• Process Improvement · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Reporting
• Tax Preparation
• Bookkeeping
• Accounting Software
• Financial Records Management
• Workflow Analysis
• Process Improvement
• Software Integration

Job areas

• Finance & Accounting
• Science & Research

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