QUALIFICATIONS

• Extensive hands-on accounting experience, ideally across multiple industries.
• Proven ability to adapt quickly to new situations and independently master unfamiliar tools or concepts.
• Demonstrated skill in creating custom accounting tools, advanced Excel models, and automated workflows.
• Experience with automation platforms such as n8n, Zapier, Power Automate, or similar.
• Track record of applying technology to solve accounting challenges.
• (Preferred) CPA designation, or active pursuit of the designation.
• Strong written and verbal communication skills.
• Proficiency with accounting software; openness to learning new platforms.

WHY JOIN TREEWALK?

Treewalk is a forward-thinking accounting firm that blends strategic advisory with technology-driven execution. We reward initiative, innovation, and results—our best people grow quickly in responsibility, title, and compensation. If you’re looking for a place to define a role rather than simply fill one, and you get energy from building systems, automating processes, testing new tools, and solving hard accounting problems, we want to talk to you.

ROLE OVERVIEW

Our AI solutions team is growing rapidly and we are looking for someone who thrives on solving complex, open-ended problems in accounting by designing their own solutions. You’re the type who can be handed a messy, unfamiliar problem and—without waiting for detailed instructions—research, design, and build a system that works. You’ve worked across industries, giving you a mental library of how different businesses operate. You adapt fast, spot inefficiencies quickly, and aren’t afraid to build your own spreadsheets, complex Excel models, macros, or AI-assisted tools from scratch. You’re fluent in automation platforms like n8n, Zapier, or Power Automate, and know how to connect systems to eliminate manual work. You enjoy digging into new technologies, testing them, and figuring out how they can make accounting faster, smarter, and more valuable for clients.
We want someone who can set the standard for AI-powered accounting work at Treewalk, not just follow it.

KEY RESPONSIBILITIES

• AI, Automation & Tool Development
• Research, design, and implement AI-driven or automated solutions to streamline accounting tasks (e.g., reconciliation, reporting, forecasting).
• Build and adapt custom tools, advanced Excel models, and process automations to meet evolving internal and client needs.
• Integrate automation platforms (e.g., n8n, Zapier, Power Automate) into workflows to improve efficiency and accuracy.
• Share knowledge with the broader team to enhance firm-wide capabilities.
• Self-Directed Project Management
• Identify process improvements and take ownership of implementing them.
• Work independently on projects, from research and planning to execution and delivery.
• Document processes to ensure repeatability and knowledge transfer.