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Senior Client Advisor - Remote Client Accounting

Posted about 3 hours agoViewed

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💎 Seniority level: Senior, 1-2 years experience overseeing the work of bookkeepers or staff accountants

📍 Location: United States

💸 Salary: 70000.0 - 90000.0 USD per year

🔍 Industry: Financial technology

🏢 Company: Bookkeeper360👥 51-200💰 $2,500,000 Seed over 2 years agoAccountingConsultingBusiness IntelligenceFinancial ServicesBookkeeping and PayrollSaaSFinanceFinTechSoftware

⏳ Experience: 1-2 years experience overseeing the work of bookkeepers or staff accountants

🪄 Skills: LeadershipCloud ComputingAccountingFinancial analysisBookkeeping

Requirements:
  • Must be driven, accountable, humble, and team-oriented.
  • Possess a strong desire for continuous improvement and innovation.
  • Have a people-oriented mindset with excellent collaboration skills.
  • Be a self-starter in a competitive environment.
  • Have strong computer skills and financial analytical abilities.
  • Passion for technology and learning new software.
Responsibilities:
  • Manage client relationships weekly and monthly.
  • Assumes primary responsibility for responding to clients.
  • Interact with business owners, providing high-level insights on financial performance.
  • Address tight deadlines with various accounting activities.
  • Manage 1-3 bookkeepers and oversee their work.
  • Reconcile tax returns to books and records.
  • Deliver services on time and within budget.
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