Senior Accountant - Remote Client Accountant

Overview

A fintech company specializing in cloud-based accounting, payroll, tax, and advisory services powered by AI-driven insights is seeking a Senior Accountant to join their client fulfillment department. This role involves managing a personal book of clients and delivering comprehensive accounting services.

Responsibilities

• Manage client relationships on a weekly and monthly basis
• Serve as the primary point of contact for clients
• Provide monthly financial reviews and additional support as needed
• Handle general ledger, month-end close functions, and financial reporting under tight deadlines
• Lead and manage 1-3 bookkeepers responsible for transactional bookkeeping tasks such as accounts payable/receivable, expense categorization, and reconciliations
• Delegate and review bookkeepers' work to ensure accuracy and timeliness
• Reconcile tax returns to books and records
• Deliver services on time and within budget
• Complete backlog projects efficiently
• Communicate regularly with management regarding financial close, accounting issues, and deliverables
• Utilize multiple cloud-based accounting systems and integrated add-ons
• Set up and manage cloud technology integrations
• Review workflows and business operations to recommend technology and app solutions for increased efficiency

Requirements

• 3-5 years of experience overseeing bookkeepers or staff accountants
• Bachelor’s degree in Accounting or related field (BS/MS/MBA preferred)
• Experience with cloud-based accounting systems
• Strong sense of urgency and ability to meet tight deadlines
• Ability to lead and collaborate effectively with a team
• Experience in accrual basis financial reporting

Preferred Qualifications

• Experience working in e-commerce, product companies, technology, professional services, or real estate industries
• Public accounting experience
• Consulting experience
• Passion for helping small businesses

Compensation & Benefits

• Salary range: $85,000 - $95,000 per year
• Eligibility for variable compensation after 6 months
• Comprehensive benefits including medical, dental, vision, and 401(k) with employer match
• Paid parental leave for all new parents (including adoptive and foster)
• Fully remote work environment
• Unlimited paid time off after the first year
• Company-paid holidays
• Virtual team-building activities and company-wide events
• Collaborative, team-based work environment
• Career advancement opportunities with a policy of promoting from within

Location

• Fully remote

Equal Opportunity

The organization is committed to creating an inclusive work environment and does not discriminate based on race, gender identity, age, religion, sexual orientation, veteran or disability status, or any other protected class. Candidates from diverse backgrounds are encouraged to apply.