Accounting Strategist - Remote

Overview

The Accounting Strategist is a key client-facing role dedicated to providing exceptional financial management and strategic guidance, overseeing daily accounting operations and supporting clients in understanding their financial health.

In Short

• Provide consulting and advisory services tailored to small and midsize businesses.
• Manage full-cycle accounting for multiple client accounts.
• Prepare and deliver accurate financial statements and sales tax filings.
• Perform detailed financial analysis to identify trends, variances, and opportunities for improvement.
• Facilitate impactful client interactions, including leading Zoom meetings to discuss financial insights.
• Develop strategic budgets and forecasts aligned with each client's unique goals.
• Contribute proactively to process improvements.

Requirements

• Proven experience in bookkeeping or an accounting role serving multiple clients.
• Demonstrated success managing diverse client portfolios in a dynamic environment.
• Strong financial analysis skills, including advanced proficiency in Microsoft Excel.
• Exceptional organizational skills, able to manage multiple tasks with attention to detail.
• A natural ability to build lasting client relationships.

Benefits

• Genuine appreciation and recognition for your contributions.
• Clear expectations with supportive leadership.
• Defined career development pathways and opportunities for income growth.
• A culture committed to serving clients and one another.