Job Description

Overview


This is a remote position.


The Senior Client Advisor manages a group of clients and serves as their main accounting and financial advisor. In this role, you’ll handle client relationships, review financials, and lead a small bookkeeping team to ensure accurate, timely, and high-quality accounting work. You’ll also help clients understand their numbers and improve their financial processes using modern accounting tools.


What You’ll Do



  • Be the main point of contact for assigned clients

  • Meet with clients weekly or monthly to review finances and answer questions

  • Review monthly financial reports and explain results to business owners

  • Share insights and recommendations to help clients make better decisions

  • Manage deadlines for month-end close, reconciliations, and financial reporting

  • Review general ledger accuracy and completed bookkeepin...

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