Accountant, Client Advisory

Overview

This role is for a Client Advisor who partners with small business owners by delivering a high-quality client experience and acting as a trusted advisor for business advisory services.

Responsibilities include supporting day-to-day business operations through review of monthly financial statements, collaboration on financial goals and targets, and providing controller and CFO advisory services. Client Advisors also serve as the primary point of contact for a portfolio of clients and work closely with internal teams to support additional duties for more complex accounts.

Client communication and partnership are built through email, chat, and regular Zoom calls.

Responsibilities

• Serve as the subject matter expert and first point of contact for clients; provide trusted guidance across portfolio services by reviewing:
  • Monthly financials
  • Bookkeeping records
  • EOY financials
  • Conducting review and growth calls
• Prepare financial statements to support client decision-making
• Coordinate and oversee monthly accounting and financial reporting for assigned client portfolios
• Manage the bookkeeping team assigned to the client portfolio and oversee month-end close processes
• Prepare budgets and revenue targets with clients
• Conduct quarterly and ad hoc Growth Sessions to review financial performance, create and adjust budgets, and identify industry trends
• Address payroll questions/concerns and provide first-level troubleshooting
• Provide expert guidance and support that helps “delight” customers
• Manage personal workload to deliver high-quality work products on time
• Communicate effectively with internal and external stakeholders and management regarding established performance expectations
• Work across teams to keep others informed of client status (e.g., Tax, client experience)

Requirements / Qualifications

• Minimum of 2 years of accounting experience (bookkeeping, public accounting, small business accounting, or similar understanding of accounting and business financials) (Required)
• B.S or M.S in Accounting or Business, or equivalent experience
• No less than 1 year of related experience in a client-facing role
• Ability to manage multiple clients, tasks, and projects simultaneously
• Solutions-driven approach with strong deadline management and problem-solving skills
• Excellent verbal and written communication skills
• Strong organization and attention to detail
• Ability to provide exceptional client service while developing lasting client relationships

Preferred Qualifications

• Willingness to become CFO certified
• Desire to grow and expand client portfolio and advisory services

Compensation & Benefits

• Fully remote
• Competitive compensation package
• Medical, dental, vision
• 401k with company match
• PTO
• Paid holidays

Pay range: 70,000 - 80,000 USD per year (United States)

Location

United States (role is fully remote)