Candidates located outside of the United States will not be considered
Our client is an innovative and expanding online accounting firm seeking a remote Client Accounting Advisory Staff to join their virtual team. The successful candidate will be detail-oriented, hard-working, and technologically proficient, with a passion for supporting entrepreneurial businesses.
This is an excellent opportunity to join a fast-paced, boutique-sized firm that values growth, innovation, and work-life balance. All positions are fully remote with long-term work-from-home arrangements.
PRIMARY RESPONSIBILITIES
Own full-cycle accounting for a portfolio of small business clients, including AP, AR, payroll coordination, bank and credit card reconciliations, and month-end close
Prepare and deliver monthly and quarterly financial statements with clear, plain-English commentary for clients
Serve as the primary point of contact for assigned clients, building trusted advisor relationships throughout the year
Provide advisory support on cash flow forecasting, budgeting, and KPI tracking tailored to each client's business
Review work prepared by staff accountants or bookkeepers and provide constructive feedback
Identify process improvements and help clients clean up or optimize their accounting systems
Onboard new clients, including chart of accounts setup, historical cleanup, and workflow documentation
Participate in client kick-off meetings and ongoing check-in calls
REQUIRED QUALIFICATIONS
Minimum 3 years of full-cycle accounting experience, ideally across multiple clients (public accounting, outsourced accounting, or CAS background preferred)
Proven experience managing books from transaction level through financial statement delivery
Strong working knowledge of QuickBooks Online; experience with Xero, Bill.com, or similar tools a plus
Bachelor's degree in Accounting, Finance, or related field
Excellent verbal and written communication skills, with comfort explaining financial concepts to non-accountants
Ability to manage multiple clients and deadlines in a fast-paced environment
Experience working on client engagements and client facing
BENEFITS
Fully remote work arrangement
Health Reimbursement Arrangement (HRA)
401(k) Plan
Paid Time Off
Ongoing Professional Development Opportunities
Apply today to learn more!