Senior Accounting & Client Advisory Lead

Overview

This senior, client-facing accounting role involves working closely with the firm's founder to serve as a trusted advisor to small business clients. The position blends high-level accounting expertise with relationship-building, translating complex financial information into clear, actionable insights. The role also includes mentoring and supporting internal team members to maintain quality and consistency.

Responsibilities

Client-Facing Duties

• Lead monthly and quarterly financial review meetings
• Translate financial statements into clear, jargon-free insights
• Build trusted, ongoing relationships with clients across various industries including construction, law, and services
• Support and guide clients in understanding their financials and making informed decisions

Team Support

• Act as a resource and sounding board for staff, providing regular check-ins and troubleshooting
• Maintain consistency, accountability, and a collaborative team environment

Accounting and Operational Tasks

• Oversee full-cycle accounting through financial reporting
• Apply GAAP principles and manage differences between tax and book reporting
• Independently manage workflows and deadlines across multiple clients
• Continuously improve internal processes and documentation

Requirements

• Bachelor’s degree in Accounting
• Minimum 5 years of experience in a Controller-level role or higher
• Strong understanding of GAAP and financial statement analysis
• Experience with QuickBooks Online and Microsoft 365
• Experience with enterprise payroll systems such as ADP, Paycom, or Paylocity
• Ability to quickly learn and adapt to new accounting systems and software

Preferred Qualifications

• Experience working with multiple clients or industries
• Background in public accounting (Big 4 or similar)
• Exposure to consulting, entrepreneurial, or family-owned business environments

Key Qualities

• Ability to make clients feel heard and supported by translating technical expertise into clear guidance
• Strong ownership and initiative
• Comfort with ambiguity and adaptability
• High integrity and commitment to doing quality work

Compensation & Benefits

• Hourly rate: $60–75/hr
• Full-time equivalent salary: Approximately $120,000–$150,000 annually
• Paid time off: Minimum 2 weeks accrued in Year 1
• Fully remote position with preference for candidates in Central or Mountain time zones

The role is envisioned to start part-time with a natural ramp to full-time, but flexible arrangements can be discussed.

Location

Fully remote, with some preference for candidates located in Central or Mountain time zones.

Success Indicators

• Clients trust and look forward to interactions
• Team members feel supported rather than just managed
• Independent decision-making with sound judgment
• Founder has increased capacity to focus on growth due to reliable handling of responsibilities

This position offers an opportunity to work directly with an experienced founder, contribute to scaling a growing firm, and build meaningful client relationships at the intersection of accounting, operations, and advisory.