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Senior Client Advisor - Remote Client Accounting

Posted 3 weeks ago
Finance / Legal
Full Time
USA
$70,000 - $90,000/year

Overview

As a Senior Client Advisor at Bookkeeper360, you will manage your own book of clients, ensuring timely delivery of services while leading a team of bookkeepers.

In Short

  • Manage client relationships weekly and monthly
  • Primary point of contact for clients
  • Provide monthly financial reviews to business owners
  • Address tight deadlines with various accounting activities
  • Lead a team of bookkeepers in transactional tasks
  • Delegate and review work for accuracy
  • Reconcile tax returns to books and records
  • Deliver exceptional service on time and on budget
  • Utilize cloud-based accounting systems
  • Make technology recommendations to improve efficiencies

Requirements

  • 3-5 years experience in bookkeeping or accounting
  • Bachelor’s degree in Accounting or related field
  • Experience in e-commerce, technology, or professional services
  • Cloud-based accounting experience
  • Public accounting experience
  • Consulting experience
  • Expertise in accrual basis financial reporting

Benefits

  • Salary range from $70,000-$90,000/year
  • Comprehensive benefits package
  • Paid parental leave
  • Fully remote workplace
  • Unlimited PTO after the first year
  • Company paid holidays
  • Virtual team-building activities
  • Career path and advancement opportunities
Bookkeeper360 logo

Bookkeeper360

Bookkeeper360 is a fintech accounting solution dedicated to helping small business owners streamline their financial management. With over 10 years of experience, the company offers a range of services including tech-enabled accounting, advisory, fractional CFO and controller services, payroll, and tax services, all supported by a team of U.S.-based CPAs and accounting experts. Bookkeeper360 has developed proprietary software that provides clients with access to their financials, and has been recognized as one of the fastest growing companies by Inc. 5000, as well as a top workplace. The firm is currently in a hyper-growth stage, having recently secured funding to enhance its technology and expand its team to better serve its growing client base.

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