Our client is a fast-growing, technology-driven accounting and advisory firm that partners with small and mid-sized businesses to provide accounting, financial reporting, advisory, and client accounting services.
This role is ideal for an accountant who enjoys working directly with clients, building trusted relationships, and helping business owners make better financial decisions.
This is not a corporate accounting or internal accounting role.
What You'll Do
Serve as a primary relationship manager for a portfolio of business clients
Prepare and review monthly and annual financial statements
Lead month-end and year-end close processes
Provide accounting, reporting, and advisory support to business owners
Identify trends, issues, and opportunities within client financials
Collaborate with clients on accounting, tax, and operational matters
Manage multiple client engagements simultaneously
Partner with internal team members to deliver exceptional client service
What We're Looking For
Required
5+ years of accounting experience
Recent public accounting, Client Advisory Services (CAS), outsourced accounting, or client accounting experience
Experience working directly with small and mid-sized business clients
Experience preparing and reviewing financial statements
Strong month-end close, general ledger, and reconciliation experience
Ability to manage multiple clients and competing priorities
Exceptional communication and relationship-building skills
Strongly Preferred
CPA or CPA-eligible
Experience in a CPA firm, CAS practice, or outsourced accounting environment
QuickBooks Online and cloud-based accounting systems experience
Tax exposure and understanding of business tax entities (S-Corps, Partnerships, LLCs, etc.)
Ideal Backgrounds
Candidates from the following environments tend to be the strongest fit:
This role is generally not aligned with candidates whose experience is primarily in:
Corporate Accounting
FP&A
Banking
Internal Audit
Investment Accounting
Property Accounting
Internal Controller Roles without client-facing responsibilities
Why Join
Fully remote flexibility
Direct exposure to business owners and leadership teams
Advisory-focused work with real client impact
Diverse client base across multiple industries
Growth-oriented, collaborative culture
Opportunity to become a trusted advisor—not just prepare financials
Bottom Line
If you have a background in public accounting, client advisory services, or outsourced accounting and enjoy partnering directly with business owners, this is an opportunity to make a meaningful impact while building long-term client relationships.