📋 Description

• Review monthly close activities and financial statements prepared by Client Service Managers to
• Provide technical accounting guidance, constructive feedback, and mentorship to Client Service
• Analyze financial results to identify trends, variances, unusual activity, risks, and
• Build and maintain strong client relationships through proactive communication, responsiveness, and
• Review and present financial statements to clients in a clear and accessible manner, helping them
• Lead the preparation of detailed client budgets and forecasts while supporting ongoing forecasting

🎯 Requirements

• Bachelor's degree in accounting or a related field is required; CPA or MBA is preferred.
• At least 5 years of progressive experience in public accounting, client accounting or advisory
• Expert-level knowledge of QuickBooks Online, including integrations and connected applications
• Demonstrated experience with detailed budgeting, forecasting, financial analysis, and presenting
• Advanced Excel skills and strong proficiency with cloud-based accounting and business technologies
• Proven ability to manage multiple client engagements and competing priorities in a deadline-driven

🎁 Benefits

• Salary range of $80,000–$85,000.
• Fully remote work environment within the United States.
• Comprehensive health and dental insurance.
• Short-term and long-term disability coverage.
• 401(k) plan with up to a 4% employer match.
• Wellness stipend supporting employee health and well-being.