Job Description
Overview
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.
This is a remote position.
What You’ll Do
- Manage client relationships: Be the main point of contact for assigned clients
- Meet with clients weekly or monthly to review finances and answer questions
- Provide financial guidance: Review monthly financial reports and explain results to business owners
- Share insights and recommendations to help clients make better decisions
- Oversee accounting work: Manage deadlines for month-end close, reconciliations, and financial reporting
- Review general ...
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