Senior Client Advisor

Summary

Join Bookkeeper360, a leading financial technology solution, as a Senior Accountant! In this client fulfillment role, you'll manage your own book of clients, deliver comprehensive accounting services, and lead a team of bookkeepers. You'll be responsible for client relationships, financial analysis, and ensuring timely and accurate financial reporting. This position requires strong accounting skills, experience managing teams, and a passion for technology. Bookkeeper360 offers a competitive salary, comprehensive benefits, a fully remote work environment, and excellent growth opportunities.

Requirements

• Be Driven, Accountable, Humble, and Team-Oriented
• Possess a drive to do better and be better
• Have a people-oriented mindset
• Be a highly motivated self-starter, determined to succeed, and comfortable in a competitive, performance-based environment
• Have a thirst for knowledge
• Possess strong computer skills, as well as strong financial analytical skills
• Have a passion for technology and innovation and stay updated on the latest technology and accounting practices advancements

Responsibilities

• Manage client relationships weekly and monthly
• Assume primary responsibility for responding to clients
• Interact with business owners, providing them high-level insights and advanced analysis on their business’s financials and performance
• Address tight deadlines with a multitude of accounting activities including general ledger, month end close functions, and financial reporting
• Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts such as AP/AR, categorizing expenses, reconciliations, etc
• Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy
• Reconcile tax returns to books and records
• Deliver exceptional service on time and on budget
• Complete any back work projects in an efficient, timely manner
• Routinely communicate with Accounting Manager relating to financial close, accounting issues, and deliverables
• Leverage multiple cloud based accounting systems, and integrated add-ons, to provide accounting services for our clients
• Setup and manage cloud technology integrations
• Review workflow and business operations and make technology and app recommendations to increase efficiencies

Preferred Qualifications

• Have a passion for helping small businesses
• Have expertise in GAAP based financial reporting
• Have experience working in e-commerce, product companies, technology, professional service business, and real estate industries
• Have 1-2 years experience overseeing the work of bookkeepers or staff accountants
• Have consulting experience
• Have cloud-based accounting experience
• Have public accounting experience

Benefits

• Salary range from $70,000-$90,000/year + variable compensation eligibility after 6 months
• Comprehensive benefits package including medical, dental, vision, and 401K with employer match
• Paid parental leave and job security for all new parents (Moms, Dads, Adoptive, Foster)
• Fully remote workplace
• Unlimited PTO after the first year
• Company paid holidays
• Virtual team-building activities, and other company-wide events
• Collaborative team-based work environment
• Career path and advancement opportunities - company policy of promoting from within