Senior Client Advisor (Accounting)

Growing fintech company who helps businesses with accounting and advisory services is seeking a client service advisor to join their team. The Senior Client Advisor manages a portfolio of clients and serves as their primary financial partner, delivering high-quality accounting and advisory services. This role combines client leadership, team oversight, and hands-on accounting in a fast-paced, cloud-based environment.

Key Responsibilities

• Own client relationships and act as the primary point of contact.

• Deliver monthly financial reviews, close processes, and accurate financial reporting.

• Lead and review the work of 1–3 bookkeepers across AP/AR, reconciliations, and transaction processing.

• Manage month-end close, general ledger, and accrual-based accounting.

• Reconcile tax returns to financial records and resolve discrepancies.

• Drive service quality, timeliness, and budget adherence.

• Implement and manage cloud accounting tools and integrations.

• Identify process improvements and recommend technology to increase efficiency.

Preferred Qualifications

• 3+ years experience leading bookkeepers or staff accountants.

• Bachelor's degree in Accounting or related field.

• Experience with cloud-based accounting platforms.

• Background in public accounting, consulting, or professional services.

• Strong accrual accounting expertise; experience across SMB, tech, e-commerce, or real estate a plus.