Senior Accountant - Remote

This is a remote position.

Position Summary

The Senior Client Advisor manages a group of clients and serves as their main accounting and financial advisor. In this role, you’ll handle client relationships, review financials, and lead a small bookkeeping team to ensure accurate, timely, and high-quality accounting work. You’ll also help clients understand their numbers and improve their financial processes using modern accounting tools.

What You’ll Do

Manage client relationships

• Be the main point of contact for assigned clients

• Meet with clients weekly or monthly to review finances and answer questions

Provide financial guidance

• Review monthly financial reports and explain results to business owners

• Share insights and recommendations to help clients make better decisions

Oversee accounting work

• Manage deadlines for month-end close, reconciliations, and financial reporting

• Review general ledger accuracy and completed bookkeeping tasks

Lead a bookkeeping team

• Supervise and support 1–3 bookkeepers

• Assign tasks, review work, and ensure accuracy and on-time delivery

Handle complex accounting tasks

• Reconcile tax returns with accounting records

• Complete cleanup and backlog projects when needed

Improve systems and workflows

• Use and manage cloud-based accounting tools and integrations

• Recommend apps and process improvements to increase efficiency

Communicate internally

• Update management on client status, deadlines, and accounting issues

Requirements

What We’re Looking For

Accounting & client service experience

• Strong background in accounting with client-facing experience

Leadership skills

• Experience managing bookkeep