Senior Client Advisor - Remote

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Bookkeeper360

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Bookkeeper360 is a comprehensive bookkeeping and financial service provider for small to medium businesses. Since 2012, the company has offered a range of services including personalized bookkeeping, tax advisory, payroll, and CFO advisory solutions. Their team-based approach, powered by technology, provides clear and responsive communication, and aims to save businesses time and hassle from financial mismanagement. Bookkeeper360 is known for its professional team of bookkeepers and CPAs who maintain high-quality standards through rigorous training and active software certifications.

Xero • Accounting • Bookkeeping • Bill Pay • Payroll

51 - 200 employees

💸 Finance

🤝 B2B

☁️ SaaS

💰 $2.5M Seed Round on 2022-08

📋 Description

• Manage client relationships weekly and monthly • Assumes primary responsibility for responding to clients • Interact with business owners, providing them high-level insights and advanced analysis on their business’s financials and performance • Must have a sense of urgency to address tight deadlines with a multitude of accounting activities including general ledger, month end close functions, and financial reporting • Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts such as AP/AR, categorizing expenses, reconciliations, etc. • Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy. • Reconcile tax returns to books and records • Deliver exceptional service on time and on budget • Complete any back work projects in an efficient, timely manner • Routinely communicate with Accounting Manager relating to financial close, accounting issues, and deliverables • Leverage multiple cloud based accounting systems, and integrated add-ons, to provide accounting services for our clients • Setup and manage cloud technology integrations • Review workflow and business operations and make technology and app recommendations to increase efficiencies

🎯 Requirements

• Must be Driven, Accountable, Humble, and Team-Oriented • A drive to do better and be better: You’re not satisfied with “good enough,” and something that needs fixing isn’t just someone else’s job. You love to be innovative, bring new ideas to the table, and drive improvement within your own team and across the organization • A people-oriented mindset: You understand that people are everything. You’re collaborative, optimistic and you listen to understand, remaining kind, humble, and empathetic in all interactions • 🎶Everyday we’re hustling🎶: You are a highly motivated self-starter, determined to succeed, and comfortable in a competitive, performance-based environment. You are driven to be the leader of the pack with a “If you’re not first, you’re last” mentality • A thirst for knowledge: This role is as challenging as it is rewarding. You’re excited to take on new challenges and have a passion for continuous learning and personal and professional development • A “tech guru”: As a fully remote company, strong computer skills, as well as strong financial analytical skills, are important to our success. You have a passion for technology and innovation and stay updated on the latest technology and accounting practices advancements.

🏖️ Benefits

• Comprehensive benefits package including medical, dental, vision, and 401K with employer match • Paid parental leave and job security for all new parents (Moms, Dads, Adoptive, Foster) • Fully remote workplace • Unlimited PTO after the first year • Company paid holidays • Virtual team-building activities, and other company-wide events • Collaborative team-based work environment • Career path and advancement opportunities - company policy of promoting from within