Senior Accountant (Client Accounting / Advisory)

Overview

This Senior Accountant role focuses on client accounting and advisory services, managing a diverse portfolio of clients to ensure financial accuracy and deliver insightful financial analysis. The position requires advanced expertise in QuickBooks Online (QBO) and QuickBooks Desktop (QBD) and suits professionals comfortable working autonomously in a fast-paced, multi-client environment.

Responsibilities

Client Ownership & Advisory

• Act as the primary contact for multiple clients across various industries and complexities
• Develop strong client relationships through proactive communication and financial insights
• Identify opportunities for process improvements to enhance efficiency and scalability
• Translate financial data into clear, actionable recommendations for clients

Technical Accounting Execution

• Perform and review complex reconciliations including bank, credit card, loans, and payroll clearing accounts
• Manage full-cycle accounts payable and accounts receivable processes, including invoicing, collections, and vendor management
• Prepare and analyze financial statements such as Profit & Loss, Balance Sheet, and Cash Flow
• Record and review journal entries, maintaining accurate general ledgers
• Troubleshoot discrepancies and ensure financials are audit-ready

Systems & Process Optimization

• Set up, optimize, and maintain QBO and QBD files customized to client needs
• Utilize automation tools and bank feeds to improve operational efficiency
• Support payroll processing and system integrations as needed

Close, Compliance & Reporting

• Lead month-end and year-end close processes for client engagements
• Support sales tax tracking, filings, and compliance requirements
• Maintain data accuracy through ongoing review, cleanup, and disciplined processes

Team Leadership & Development

• Review work completed by junior team members (Bookkeeper I & II)
• Provide coaching and guidance on best practices and complex transactions
• Contribute to team knowledge sharing and development

Core Competencies

• Client advisory mindset with ability to provide insight beyond execution
• Effective management of multiple client engagements and competing priorities
• Strong technical accounting knowledge and proficiency with QuickBooks platforms
• Clear communication of financial concepts to non-financial stakeholders
• Continuous focus on process improvement and scalability
• Proactive problem-solving and issue resolution
• Collaborative approach working across teams and leadership

Qualifications

• Bachelor’s degree in Accounting, Finance, or equivalent experience
• 4 to 6+ years of experience in multi-client, outsourced accounting, or similar environments
• Advanced proficiency in QuickBooks Online and QuickBooks Desktop
• Strong background in financial reporting, close processes, and reconciliations
• Experience with payroll, sales tax, and client-facing responsibilities
• Comfortable working in cloud-based accounting systems and technology-driven settings