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About the role
Key responsibilities & impact- Serve as the first point of escalation for day-to-day client inquiries and accounting issues
- Deliver accurate, timely, and actionable financial reporting that helps clients understand performance and key metrics
- Identify accounting or process challenges, recommend data-driven solutions, and communicate changes clearly to clients and internal stakeholders
- Support Staff Accountants in daily operations and professional development through guidance and feedback
- Collaborate with the Accounting Manager to maintain client satisfaction, ensure engagement scope alignment, and manage profitability
- Execute and oversee core accounting functions including Month-end revenue entries and clearing account reconciliations
- Financial statement preparation and variance analysis
- Maintain organized, accurate financial records in QuickBooks Online and other client systems
- Review work prepared by Staff Accountants, ensuring accuracy and providing coaching as needed
- Identify and implement opportunities to improve workflow efficiency or automate recurring processes
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, or related field
- 4-8 years of accounting experience, preferably in client-service or outsourced accounting environments
- Strong understanding of accounting principles, financial statements, and month-end close processes
- Proficiency with QuickBooks Online and related applications (e.g., BiLL, Gusto, Shopify, Rippling, & Xenett)
- Excellent communication skills and client service orientation
- Ability to manage multiple clients and deadlines in a remote environment
- High attention to detail, organization, and follow-through.
Benefits
Comp & perks- Work at Home Opportunity
- Full-time remote work
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial reportingaccounting principlesfinancial statement preparationvariance analysismonth-end close processesdata-driven solutionsworkflow efficiencyaccount reconciliationsclient satisfaction managementcoaching
Soft Skills
communication skillsclient service orientationattention to detailorganizationfollow-throughguidancecollaborationproblem-solvingtime managementfeedback
Certifications
Bachelor’s degree in AccountingBachelor’s degree in Finance
