Client Accountant (Remote)

Overview

This role involves owning monthly accounting and close work across multiple client accounts, while also helping design and test accounting automation tools and workflows. Approximately 60% of the position focuses on client accounting and 40% on building, validating, and improving accounting tools (including checking outputs and establishing reliable workflows).

As you grow in the role, you will also help review and guide work completed by other team members.

Responsibilities

Client Accounting (approximately 60%)

• Support full-cycle accounting for multiple client accounts, primarily CPG and eCommerce businesses.
• Own assigned monthly close work, including transaction review and classification, accruals, journal entries, balance sheet reconciliations, and reporting tie-outs.
• Review supporting work for completeness and accuracy.
• Work across relevant accounting areas such as revenue and marketplace clearing, inventory and cost of goods sold, prepaids, fixed assets, debt, and other areas as applicable.
• Support accounts payable, accounts receivable, client billing, and collections workflows as assigned.
• Prepare or review monthly financial statements and supporting schedules; investigate unusual balances and explain findings to the client team.
• Support client financial reviews and audits by preparing schedules, gathering documentation, and helping resolve follow-up questions.
• Maintain clear workpapers and documentation, manage deadlines across client accounts, and help train and review work completed by other team members.

Accounting Automation (approximately 40%)

• Help design and test tools and workflows for transaction coding, bank and credit card reconciliations, close tasks, account analysis, and reporting.
• Compare automated outputs to source records and independently prepared results; document errors, exceptions, and edge cases.
• Provide specific feedback to technology and accounting teams on what works, what fails, and what needs a human review step.
• Help define practical requirements, test cases, and controls before a workflow is used in client delivery.
• Create or improve templates, instructions, and repeatable processes; help teammates adopt workflows that prove accurate and useful.

Requirements

• Bachelor’s degree in Accounting or a related field and at least three years of hands-on accounting experience, including ownership of monthly close work.
• Strong understanding of accounting principles, balance sheet reconciliations, and the monthly close.
• Excellent attention to detail, with a habit of checking work against source records, resolving discrepancies, and catching issues before submitting for review.
• Ability to manage deadlines across multiple clients and communicate progress and blockers promptly.
• Proficiency with Excel and experience with QuickBooks Online; familiarity with BILL or similar tools is helpful.
• Comfort using AI tools for accounting, analysis, or Excel work, with curiosity about improving accounting workflows and sound judgment to verify outputs against source data (programming experience is not required).
• Experience reviewing the work of other accountants, providing clear feedback, and improving handoffs across teams.

Preferred Qualifications

• Experience with eCommerce accounting, including Shopify, Amazon, or TikTok.
• Experience with process improvement, software implementation, quality assurance, or testing accounting systems.
• Prior experience testing accounting automation or AI tools that work alongside spreadsheets.

Compensation & Benefits

• Competitive salary and benefits package.

Location

• Remote work is welcome, with a preference for candidates based on the East Coast.