Sr. Client Accounting Advisor

We are seeking a highly experienced and client-focused Senior Accounting Specialist to deliver advanced accounting services while growing and managing a portfolio of external clients. This role blends technical accounting expertise with relationship management, business development, and team mentorship. You will serve as a trusted advisor to clients, helping them make informed financial, credit, and operational decisions, while also contributing to the development of internal talent.

• Client Advisory & Relationship Management
  • Build and maintain strong, long-term client relationships by providing insightful financial guidance, delivering accurate financial statements, and helping clients leverage data to drive business decisions.
• Advanced Accounting & Client Financial Advisory
  • Manage complex accounting functions including full-service accounts, payroll processing, depreciation, and financial reporting in accordance with GAAP; ensure accuracy, timeliness, and compliance across all client deliverables.
• Business Development & Revenue Growth
  • Actively grow a book of business by identifying opportunities to expand services; partner with internal teams to generate referrals and support new client efforts.
• Industry Expertise & Thought Leadership
  • Serve as a subject matter expert on accounting and tax-related matters; stay current on industry trends and regulatory changes; share insights with clients and team members to enhance decision-making.
• Team Mentorship & Training
  • Coach and mentor accounting team members; provide training on best practices, accounting principles, and systems; review work for quality and consistency while fostering professional development.

• Minimum of 5+ years of progressive accounting experience (including bookkeeping, payroll, or financial reporting), with demonstrated exposure to complex accounts and client-facing work.
• Associate’s degree in Accounting or a related field (Bachelor’s degree preferred) or equivalent combination of education and experience.
• Proven ability to build trust with clients, communicate financial concepts clearly, and proactively identify opportunities to grow relationships and services.
• Experience training, coaching, or guiding team members; comfortable providing feedback and supporting team development.
• Strong knowledge of GAAP, accounting software, and Microsoft Office; high attention to detail with excellent organizational and analytical skills.

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.