Accountant, Client Advisory

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the subject matter expert and primary point of contact for clients.

• Examine monthly financials, bookkeeping records, and year-end financial statements.

• Create financial statements to assist clients in their decision-making processes.

• Supervise the bookkeeping team assigned to the client portfolio and manage month-end close activities.

• Collaborate with clients to develop budgets and set revenue objectives.

• Conduct quarterly and ad hoc Growth Sessions to assess financial performance, modify budgets, and pinpoint industry trends.

• Address payroll inquiries and concerns, providing first-level troubleshooting support.

• Offer expert advice and assistance to clients.

• Manage personal workload to produce high-quality work products punctually.

• Engage with internal and external stakeholders and management regarding performance expectations.

• Coordinate across teams to ensure that others are updated on client status.

• Oversee monthly accounting functions and facilitate monthly financial reporting.

• Expand and enhance the client portfolio along with advisory services.

⛳️ Requirements

• At least 2 years of accounting experience, including bookkeeping, public accounting, small business accounting, or a similar understanding of accounting and business financials.

• Bachelor’s or Master’s degree in Accounting or Business, or equivalent experience.

• A minimum of 1 year of relevant experience in a client-facing role.

• Capability to manage multiple clients, tasks, and projects at the same time.

• A solutions-oriented individual who excels at meeting deadlines and solving problems.

• Outstanding verbal and written communication abilities.

• Highly organized with a strong focus on detail.

• Capacity to deliver exceptional client service while fostering lasting client relationships.

• Willingness to pursue CFO certification.

🏝️ Benefits

• Fully remote work environment.

• Competitive compensation package.

• Medical insurance coverage.

• Dental insurance coverage.

• Vision insurance coverage.

• 401k plan with company matching.

• Paid time off (PTO).

• Paid holidays.

• Work/life balance support.

• Opportunities for both professional and personal growth.