Xero Accountant
Job Description
About the Role
We are seeking a detail-oriented Xero Accountant to manage financial operations using Invoicing, Bank Reconciliation, Expense Claims. This role requires both technical platform expertise and solid accounting fundamentals — you'll handle day-to-day bookkeeping, monthly close, and financial reporting with precision. The ideal candidate has experience with Xero HQ and Xero Workpapers, understands US GAAP or IFRS standards, and can work independently while meeting strict deadlines. You'll be trusted with maintaining accurate financial records, preparing reports for management, and ensuring compliance with regulatory requirements.
Key Responsibilities
- Own Invoicing implementation and optimization — configuration, customization, and ongoing enhancement based on business needs
- Manage Bank Reconciliation workflows including setup, user training, and continuous improvement of processes
- Implement and maintain Expense Claims ensuring seamless integration with existing systems and workflows
- Perform day-to-day bookkeeping in Xero — transaction recording, categorization, and bank reconciliation
- Prepare monthly close — journal entries, accruals, deferrals, and reconciliation of all accounts
- Generate financial reports — P&L, balance sheet, cash flow, and custom management reports
- Manage accounts payable and receivable workflows with timely processing and follow-up
- Prepare tax workpapers and support quarterly and annual tax filing processes
- Maintain Xero configuration — chart of accounts, automated rules, and user permissions
- Identify discrepancies and resolve them through investigation and correcting entries
Must-Have Qualifications
- Hands-on experience with Invoicing — configuration, customization, and troubleshooting in production environments
- Proficiency with Xero HQ as part of the Xero development/operations workflow
- 2+ years of experience using Xero in a professional accounting environment
- Understanding of US GAAP or IFRS accounting standards
- Proficiency with monthly close processes, bank reconciliation, and financial reporting
- Strong attention to detail and ability to work with large volumes of financial data
- Excellent organizational skills with ability to meet strict deadlines consistently
Nice-to-Have Skills
- Xero Advisor Certification certification or equivalent validated credential
- Xero Payroll Certification certification or equivalent validated credential
- Experience with advanced Xero features: Bank Reconciliation, Expense Claims, Fixed Assets
- Familiarity with the broader Xero ecosystem including Xero Workpapers and Xero API
- CPA, CMA, or equivalent accounting certification
- Experience with multi-currency, multi-entity accounting and consolidation
Interview Tips
Live Xero Exercise
Give them access to a test Xero account and ask them to perform a bank reconciliation or record a set of transactions. Watch their process and accuracy.
Financial Scenario
Present a scenario with common accounting complications (multi-currency, prepaid expenses, unearned revenue) and ask how they'd handle them in Xero.
Error Detection
Present a trial balance with intentional errors and ask them to find and explain the discrepancies. Tests attention to detail and accounting knowledge.
Process Walkthrough
Ask them to describe their complete monthly close process step by step. Look for thoroughness, organization, and awareness of common pitfalls.
Typical Team Structure
Team Size
1-3 Xero professionals
Reports To
Controller, CFO, or Finance Manager
Collaborates With
Operations, HR/Payroll, Tax Advisors, External Auditors
Skip the JD — Get Matched Instead
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