Senior 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.

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

• Conduct review and growth discussions with clients.

• Prepare financial statements to aid client decision-making.

• Supervise the bookkeeping team assigned to the client's portfolio.

• Oversee the month-end closing processes.

• Collaborate with clients to prepare budgets and revenue targets.

• Organize quarterly and ad hoc Growth Sessions to assess financial performance, adjust budgets, and recognize industry trends.

• Lead and/or mentor other Client Advisors.

• Address payroll inquiries and provide initial troubleshooting support.

• Offer expert guidance and assistance to clients.

• Manage workload effectively to deliver high-quality work products in a timely manner.

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

• Coordinate across teams to keep all parties informed of client status.

• Expand and enhance the client portfolio and advisory services.

⛳️ Requirements

• Minimum of 4 years of accounting experience, including bookkeeping, public accounting, or small business accounting (Required).

• B.S. or M.S. in Accounting or Business or equivalent experience.

• At least 3 years of relevant experience in a client-facing position.

• Capability to manage multiple clients, tasks, and projects concurrently.

• Outstanding deadline management and problem-solving abilities.

• Strong verbal and written communication skills.

• Proficient in delivering exceptional client service and 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.