Accounting, Accounting Close, Accounting Policies, Analysis Skills, Best Practices, Business Development, Certified Public Accountant (CPA), Communication Skills, Consulting, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Customer/Client Research, Data Quality, Desktop PC, Develop and Maintain Customers, Finance, Financial Audit, Financial Control, Financial Operations, Financial Planning and Analysis (FP&A), Financial Reporting, Generally Accepted Accounting Principles (GAAP), Head of Finance, Interpersonal Skills, Intuit Quickbooks, Leadership, Mentoring, Multitasking, Nonprofit, Onboarding, Operational Support, Problem Solving Skills, Process Improvement, Public Accounting, Return on Investment (ROI), Risk Management, Sales Management, Sales Qualification, Service Delivery, Willing to Travel
Position Overview
We are currently seeking a Client Service Leader (CSL) to join Acclarity. This role is remote with flexibility on base location.
This position supports our Small to Mid-Sized Business (SMB) clients, including non-profit organizations, and offers the opportunity to further develop leadership skills and contribute to business development efforts. You will work across a portfolio of clients in a dynamic environment, balancing hands-on accounting ownership, client relationship management, and engagement leadership.
Key Responsibilities
This role manages a portfolio of SMB clients as a Client Service Lead, while also providing direct client service delivery.
Client Service Lead
- Lead a portfolio of SMB clients as the primary relationship owner (typically 12–16 accounts)
- Oversee client engagements from onboarding through ongoing delivery
- Ensure quality, timeliness, and alignment with both client expectations and Acclarity standards
- Lead, mentor, and support team members across engagements
- Partner with internal teams to align resources and enable delivery success
- Identify and drive opportunities to expand services within existing client relationships
- Manage inbound sales leads by qualifying opportunities, assessing client needs, and defining scope of work aligned to deliver meaningful impact
Client Service Delivery
- Provide Controller and CFO-level consulting support, with exposure to FP&A as needed
- Act as a trusted advisor to CEOs, CFOs, and business owners on financial and operational matters
- Take an active, hands-on role in performing and reviewing accounting work across engagements
- Own and support core accounting functions, including:
- Month-end close
- Financial reporting
- Day-to-day accounting operations
- Ensure accuracy and integrity of financial data and reporting
- Improve accounting processes, reporting structures, and internal controls
- Apply Acclarity best practices to drive consistency and quality across engagements
What We’re Looking For
The ideal candidate is hands-on, adaptable, and comfortable operating in a fast-paced client environment. You are someone who enjoys rolling up your sleeves while also building strong client and team relationships.
Required Skills & Experience
- Bachelor’s degree in Accounting, Finance, or related field
- 7–12+ years of progressive experience in accounting, finance, or a related field
- Prior experience as a CFO, Controller, Assistant Controller, or hands-on accounting leader in SMB or mid-market companies
- Strong experience managing:
- Month-end close and financial reporting
- Day-to-day accounting operations
- Process improvement and optimization, including internal controls
- Ability to manage multiple clients or priorities simultaneously
- Strong knowledge of U.S. GAAP
- Experience with QuickBooks Desktop, QuickBooks Online, and/or similar systems used by SMB organizations
- Experience working with integrated applications and third-party tools supporting accounting and operations (e.g., Bill, Shopify, Ramp)
- Strong analytical, problem-solving, and communication skills
Preferred Qualifications
- CPA strongly preferred
- Public accounting or audit background (helpful for audit readiness)
- Prior consulting experience (with hands-on execution)
- Experience improving accounting processes and internal controls and implementing scalable solutions
Additional Expectations
- Ability to operate effectively in a fast-paced, dynamic, client-driven environment
- Strong interpersonal skills with the ability to build and maintain client relationships
- Demonstrated ability to manage competing priorities and adapt to changing client needs
- Willingness to travel as needed to support client engagements
About Acclarity
Acclarity delivers transformation, transaction, and compliance consulting services to middle-market companies. Our team focuses on increasing return on investment while mitigating risk.
Our professionals bring a combination of technical expertise, industry knowledge, and leadership experience, allowing us to deliver practical, results-driven solutions to our clients. We are experiencing rapid growth and are seeking individuals who are passionate about client service, collaboration, and delivering high-quality results. Acclarity is headquartered in Ft. Lauderdale, Florida.
We offer a competitive compensation package, including base salary, bonus, flexible work environment, and comprehensive benefits (Health, Dental, Vision, Life, Disability, 401(k), and more).
All inquiries are confidential. Acclarity is an Equal Opportunity Employer.