Senior Client Advisor

Summary

Join Bookkeeper360, a fintech company helping small businesses manage their finances, as a Senior Client Advisor. Manage your own book of clients, delivering services and acting as the primary point of contact. Responsibilities include monthly financial reviews, managing a team of bookkeepers, and ensuring timely and accurate work. You will reconcile tax returns, leverage cloud-based accounting systems, and make recommendations to improve efficiency. Success requires a driven, people-centered, and tech-forward approach with a passion for helping small businesses. The role offers a competitive salary, comprehensive benefits, and a fully remote workplace.

Requirements

• Driven and accountable: You take initiative, own your results, and strive for excellence
• People-centered: You lead with empathy, humility, and collaboration
• Hustle mindset: You’re motivated, competitive, and ready to lead the pack
• Lifelong learner: You’re curious, growth-minded, and always leveling up
• Tech-forward: You embrace new tools, love innovation, and thrive in a remote, digital environment
• A passion for helping small businesses
• 3-5 years experience overseeing the work of bookkeepers or staff accountants
• Bachelor’s degree in Accounting, or a related field (BS/MS/MBA preferred)
• Cloud-based accounting experience
• Expertise in accrual basis financial reporting

Responsibilities

• Manage client relationships weekly and monthly
• Is the primary point of contact for Bookkeeper360 clients
• Interact with business owners, providing them monthly financial reviews, or, as needed by the client
• Must have a sense of urgency to 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 your 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
• Set up and manage cloud technology integrations
• Review workflow and business operations, and make technology and app recommendations to increase efficiencies

Preferred Qualifications

• Experience working in e-commerce, product companies, technology, professional service businesses, and real estate industries
• Public accounting experience
• Consulting 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