Senior Client Advisor

Job Summary

Passionate about empowering small business owners, the full-time remote Senior Client Advisor will manage a portfolio of business advisory clients, providing expert guidance on financial statements, budgets, and growth strategies while serving as a trusted advisor through various communication channels.

Key responsibilities

• Serve as the primary point of contact for clients, reviewing financial statements and conducting growth calls
• Prepare financial statements and budgets to aid clients in decision-making and financial planning
• Manage the bookkeeping team for the client portfolio and oversee month-end close processes

Required qualifications

• 4+ years of accounting experience, including bookkeeping and public accounting
• B.S. or M.S. in Accounting or Business, or equivalent experience
• 3+ years of experience in a client-facing role
• Ability to manage multiple clients and projects simultaneously
• Solutions-driven individual with strong problem-solving skills