Senior Accountant, Client Accounting – Advisory
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Job Description
Senior Accountant managing client accounts across various industries in a remote capacity. Responsible for financial accuracy, insights, and supporting the Controller team.
Responsibilities:
- Serve as the primary point of contact for a portfolio of clients across varying industries and complexity
- Build strong client relationships through proactive communication and financial insight
- Identify process improvements and opportunities to enhance efficiency and scalability
- Translate financial data into clear, actionable insights for clients
- Perform and review complex reconciliations (bank, credit card, loans, payroll clearing)
- Own full-cycle AP/AR processes, including invoicing, collections, and vendor management
- Prepare and analyze financial statements (P&L, Balance Sheet, Cash Flow)
- Record and review journal entries and maintain clean, accurate general ledgers
- Troubleshoot discrepancies and ensure audit-ready financials
- Set up, optimize, and maintain QBO/QBD files tailored to client needs
- Leverage automation tools and bank feeds to improve efficiency
- Support payroll processing and system integrations where applicable
- Lead month-end and year-end close processes across client engagements
- Support sales tax tracking, filings, and compliance
- Ensure data accuracy through ongoing review, cleanup, and process discipline
- Review work prepared by junior team members (Bookkeeper I & II)
- Provide coaching and guidance on best practices and complex transactions
- Contribute to team development and knowledge sharing
Requirements:
- Bachelor’s degree in Accounting, Finance, or equivalent experience
- 4–6+ years of experience in a multi-client, outsourced accounting, or similar environment
- Advanced proficiency in QBO and QBD
- Strong experience with financial reporting, close processes, and reconciliations
- Experience with payroll, sales tax, and client-facing work
- Comfort working in cloud-based accounting systems and technology-driven environments
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