Job Description

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

  • Manage client relationships :
    1. Be the main point of contact for assigned clients
    2. Meet with clients weekly or monthly to review finances and answer questionsli>
    3. Review monthly financial reports and explain results to business owners
    4. Share insights and recommendations to help clients make better decisions
  • Oversee accounting work :
    1. Manage deadlines for month-end close, reconciliations, and financial reporting
    2. Review general ledger accuracy and com...

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